One-time financial plans in Georgia
How do I find fee-only advisors who offer one-time plans in Georgia?
In Georgia, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include David Clarken of FWI Wealth Management, David Hultstrom of Financial Architects and Casey Smith of Wiser Wealth Management, Inc..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- David Clarken FWI Wealth Management, Atlanta Holds the CFP, CFA and EA. Fees on file: percentage of assets, one-time planning fee.
- David Hultstrom Financial Architects, Woodstock Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Casey Smith Wiser Wealth Management, Inc., Marietta Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- John Sena Mike Sena Advisors, Roswell Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Daniel Mahoney True Square Financial LLC, Atlanta Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Patrick King Prana Wealth, Atlanta Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 27
- Firms
- 23
- Cities
- 11
- Hold the CFP
- 56%
- Other credentials: CFA 7% · CPA 7% · EA 4%
- How they charge (of 27 with fees on file): one-time planning fee 100% · percentage of assets 59% · flat fee or retainer 44% · ongoing planning fee 44%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
How many fee-only advisors who offer one-time plans in Georgia are there?
The Wellspent public graph lists 27 fee-only advisors who offer one-time plans in Georgia, at 23 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who offer one-time plans in Georgia located?
Of the 27 fee-only advisors who offer one-time plans in Georgia, 12 are in Atlanta, followed by 3 in Woodstock and 3 in Decatur.
How do fee-only advisors who offer one-time plans in Georgia charge?
All 27 fee-only advisors who offer one-time plans in Georgia with fees on file charge a one-time planning fee. Many use more than one: 59% charge a percentage of assets and 44% charge a flat fee or retainer.
How many fee-only advisors who offer one-time plans in Georgia hold the CFP?
56% of the 27 fee-only advisors who offer one-time plans in Georgia hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in Georgia?
Fee-only financial advisors in Georgia charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 25 Georgia firms.
How much does a one-time financial plan cost in Georgia?
A one-time financial plan from a fee-only firm in Georgia has a median price of $2,000. We found this across the published prices of 17 Georgia firms.
How does Wellspent decide who counts as fee-only advisors who offer one-time plans?
We count an advisor here when their listing shows a one-time planning fee.
What should I ask fee-only advisors who offer one-time plans in Georgia?
What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use?
How current is this list of fee-only advisors who offer one-time plans in Georgia?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Casey Smith | Wiser Wealth Management, Inc. | Marietta | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Daniel Mahoney | True Square Financial LLC | Atlanta | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Christopher Williams Fixed-fee comprehensive financial plans for individuals and families from a solo planner with a CPA background. | Inceptive Financial | Atlanta | CPA | Subscription, One-time planning fee |
| David Clarken | FWI Wealth Management | Atlanta | CFA, CFP, EA | Percentage of assets, One-time planning fee |
| Robert Stowe Flat-fee, advice-only retirement planning for STEM professionals and educators who want to keep control of their own accounts. | Foxholm Financial | Atlanta | AAMS | One-time planning fee, Hourly |
| Jim Stanhouse | Stanhouse Financial Planning & Mgt. | Duluth | MBA | Percentage of assets, Ongoing planning fee |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| John Sena | Mike Sena Advisors | Roswell | CFP | Flat fee or retainer, Hourly |
| Kathy Weese | Nora Wealth | Atlanta | CFP | Percentage of assets, One-time planning fee |
| Christian Koch | KAM South | Atlanta | CFP | One-time planning fee |
| Connie Judkins | Palmetto Financial Planners | Richmond Hill | CFP | Percentage of assets, Hourly |
| Derek Hughes | Hughes & Company | Marietta | CFP | Ongoing planning fee, One-time planning fee |
| Anitha Rao | Financial Architects | Woodstock | CFP | Percentage of assets, One-time planning fee |
| 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 |
| Kyle Ray | Ridgeback Wealth Management | Peachtree City | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mindy Evans | Nora Wealth | Atlanta | Not listed | Percentage of assets, One-time planning fee |
| Brent Hudson | Fluid Financial Planning | Columbus | Not listed | Percentage of assets, Flat fee or retainer |
| Cornelius Davis | CorneliusDavisJr.com | Decatur | ChFC | One-time planning fee |
| John Cole | LKL Advisors | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Joshua Chamberlain | Chamberlain Financial Advisors | Decatur | Not listed | Percentage of assets, Hourly |
| Tammy Gruen | Chamberlain Financial Advisors | Decatur | Not listed | Percentage of assets, Hourly |
| 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 |
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