| Andrew Killpack | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Britt Bazemore | KingsMark Private Financial Advisors | Albany | CFP | Percentage of assets, Hourly |
| Christian Koch | KAM South | Atlanta | CFP | One-time planning fee |
| Christopher Staples | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Connie Judkins | Palmetto Financial Planners | Richmond Hill | CFP | Percentage of assets, Hourly |
| Daniel Henning | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Derek Hughes | Hughes & Company | Marietta | CFP | Ongoing planning fee, One-time planning fee |
| Gordon Lackey | Relativity Capital Advisors | Greensboro | CFP | Percentage of assets, Hourly |
| Jack Miller | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Joseph Abboud | Rinzler Capital | Atlanta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Kelly Dowdy | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Michael Stacey | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Noah McCorkle | KingsMark Private Financial Advisors | Albany | CFP | Percentage of assets, Hourly |
| Oscar Spain | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Rebecca Anderson | KingsMark Private Financial Advisors | Albany | CFP | Percentage of assets, Hourly |
| Rhonda Grover | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Robert Jamison | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Robert Jamison | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Robert Sell | Polaris Asset Management | Sugar Hill | CFP | Percentage of assets, Hourly |
| Russell Holcombe | Holcombe Financial | Atlanta | CFP | Percentage of assets, Hourly |
| Sam Evans | Evans Wealth Management | Duluth | CFA | Percentage of assets, Hourly |
| Thomas Sanders | KingsMark Private Financial Advisors | Albany | CFP, ChFC | Percentage of assets, Hourly |
| Tracey Gordineer | Blossom Balance | Gainesville | CFP | Percentage of assets, Hourly |
| Andrew Castleberry | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Anitha Rao | Financial Architects | Woodstock | CFP | Percentage of assets, One-time planning fee |
| Austin Rowland | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Benjamin Baldwin | Responsive Financial Group | Milton | CFP | Percentage of assets, Hourly |
| Brian Rosso | Elevate Wealth Advisory | Athens | CFA | Percentage of assets, Hourly |
| Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. | Buena Vista Financial Planning LLC | Decatur | Not listed | Percentage of assets, Flat fee or retainer |
| Charles Vickery | Elevate Wealth Advisory | Athens | ChFC | Percentage of assets, Hourly |
| David Hultstrom | Financial Architects | Woodstock | CFP, ChFC, CFA | Percentage of assets, One-time planning fee |
| Kaitlyn Barnes | Financial Architects | Woodstock | CFP | Percentage of assets, One-time planning fee |
| Kenneth Bellavance | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Kyle Ray | Ridgeback Wealth Management | Peachtree City | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Rollauer | Highbrook Capital Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Michael Smith | Kiker Wealth Management | Jasper | CFP | Percentage of assets, Hourly |
| Patrick Paxton | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Fezekas | Elevate Wealth Advisory | Athens | CFA | Percentage of assets, Hourly |
| William Turner | Turner Wealth Advisory | Woodstock | CFP, ChFC | Percentage of assets, Hourly |
| Clark Jeffries | Jeffries Wealth | Marietta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Coby Sullivan | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Ehijie Sado | Values Added | Atlanta | CFP | Percentage of assets, Hourly |
| Frank Brannon | KMR Financial Advisory | Atlanta | CFP | Percentage of assets, Hourly |
| Herman Hugo | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Jacob Odum | Southeast Asset Advisors | Thomasville | CFP | Percentage of assets, Hourly |
| Kyle Roney | Troika Capital Advisors | Athens | Not listed | Percentage of assets |
| Laura Rockas | Mersereau, Lazenby & Rockas | Suwanee | CFP | Percentage of assets, Hourly |
| Lily Evans | Evans Wealth Management | Duluth | Not listed | Percentage of assets, Hourly |
| Mark Demos | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Mark Saussy | Southeast Asset Advisors | Thomasville | CFP | Percentage of assets, Hourly |