| Lawrence Mendel | MONTAG Wealth Management | Atlanta | Not listed | Percentage of assets |
| Marcus Gustafsson | Gustafsson Wealth Management | Canton | Not listed | Percentage of assets |
| Michael Smith | MONTAG Wealth Management | Atlanta | Not listed | Percentage of assets |
| Portia Ryan-Gerton | Transformation Wealth Management | Atlanta | Not listed | One-time planning fee, Ongoing planning fee |
| Sanjay Puri | Infinity Wealthcare | Cumming | Not listed | One-time planning fee, Ongoing planning fee |
| Thomas Windom | CapitalWize | Atlanta | Not listed | Percentage of assets, Hourly |
| Victor Onate | Prometheus Wealth Management | Evans | Not listed | Percentage of assets |
| Vipul Gondalia | FinAcura Advisory | Cumming | Not listed | Percentage of assets, Hourly |
| Adam Hill | Resurgent Advisors | Atlanta | CFP | Percentage of assets, Hourly |
| Amy Mawson | Minerva Planning Group | Decatur | CFP | Percentage of assets, Hourly |
| Andrew Toering | QM Advisors | Peachtree City | CFP | Percentage of assets, Hourly |
| Beau Davis | Bluechip Wealth Advisors | Milton | CFP | Percentage of assets, Hourly |
| Benjamin Crowe | Marietta Wealth Management | Marietta | CFP, CFA | Percentage of assets, Hourly |
| Billy Loveless | George M. Hiller Companies | Atlanta | CFP | Percentage of assets, Hourly |
| Bradley McGrew | Waypoint Wealth Counsel | Atlanta | CFP | Percentage of assets, Hourly |
| Brenda Sakon | Francis Financial | Decatur | CFP | Percentage of assets, Hourly |
| Bryan Totri | ST. John & Associates | Roswell | CFP | Percentage of assets, Hourly |
| Cara Marinovich | Marietta Wealth Management | Marietta | CFP | Percentage of assets, Hourly |
| Carl Macko | Synergy Capital Management | Atlanta | CFP | Percentage of assets, Hourly |
| Caroline Jones | Bluesky Wealth Advisors | Acworth | CFP | Hourly, Fixed fees |
| Carolyn Flournoy | Financial Consultants Group | Cumming | CFP | Percentage of assets, Hourly |
| Cathal Carson | American Financial Advisors, LLC. | Marietta | CFP | Percentage of assets, Hourly |
| Catherine Morgan | Access Planning Partners | Alpharetta | CFP | Percentage of assets, Hourly |
| Charles Holloway | Marietta Wealth Management | Marietta | CFP | Percentage of assets, Hourly |
| Christine Larson-Postel | Minerva Planning Group | Decatur | CFP | Percentage of assets, Hourly |
| Connor Jones | Wealth Science Advisors | Alpharetta | CFP | Percentage of assets, Hourly |
| Darren Beck | Pathway Financial Advisors | Atlanta | CFP | Percentage of assets, Hourly |
| David Boone | Atlanta Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| David Smith | Bluechip Wealth Advisors | Milton | CFP | Percentage of assets, Hourly |
| Derrick Lowery | Brookwood Wealth Advisors | Cartersville | CFP | Percentage of assets, Hourly |
| Donald Ruffin | Park Square Financial Group | Roswell | CFP | Percentage of assets, Hourly |
| Eugene McManus | AP Wealth Management | Augusta | CFP, PFS | Percentage of assets, Hourly |
| Eugene McManus | AP Wealth Management | Augusta | CFP | Percentage of assets, Hourly |
| Felicia Voloschin | Life's Business | Atlanta | CFP | Percentage of assets, Hourly |
| Gary Burger | Park Square Financial Group | Buford | CFP | Percentage of assets, Hourly |
| George Hiller | George M. Hiller Companies | Atlanta | CFP | Percentage of assets, Hourly |
| George Hiller | George M. Hiller Companies | Atlanta | CFP | Percentage of assets, Hourly |
| Harrison Fish | Narwhal Capital Management | Marietta | CFP | Percentage of assets, Hourly |
| James Exley | Wealth Science Advisors | Alpharetta | CFP | Percentage of assets, Hourly |
| Jeffrey Payne, Jr., Cfp® | Payne Financial Management | Kennesaw | CFP | Percentage of assets, Hourly |
| Jeffrey Wilson | Wilson Financial Group | Suwanee | CFP | Percentage of assets, Hourly |
| Joe Richardson | Strategic Capital Planning | Kennesaw | CFP | Percentage of assets, Hourly |
| John DeMent | QM Advisors | Peachtree City | CFP | Percentage of assets, Hourly |
| John Gjertsen | Bluesky Wealth Advisors | Acworth | CFP, CFA | Hourly, Fixed fees |
| Joseph Hampton | Financial Consultants Group | Cumming | CFP | Percentage of assets, Hourly |
| Joseph Hurley | Green Wing Financial Solutions | Watkinsville | CFP | Percentage of assets, Hourly |
| Joseph Maxey | Trademark Capital Management | Watkinsville | CFP | Percentage of assets, Hourly |
| Joseph Yoon | QM Advisors | Peachtree City | CFP | Percentage of assets, Hourly |
| Judson Mallard | Vision Financial Concepts | Athens | CFP, ChFC | Percentage of assets, Hourly |
| Kelly Graff | Commonwealth Financial Planners | Roswell | CFP | Percentage of assets, Hourly |