Virtual financial advisors in Georgia
How do I find fee-only advisors who work with clients virtually in Georgia?
In Georgia, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Nick Fazio of Chattahoochee Wealth, Mark Stancato of VIP Wealth Advisors and Randall Avery of Deasil Wealth Management, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Nick Fazio Chattahoochee Wealth, Cumming Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Mark Stancato VIP Wealth Advisors, Decatur Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Randall Avery Deasil Wealth Management, LLC, Decatur Holds the CFP and CFA. Fees on file: percentage of assets.
- Andrew Langdon VetWorth, Peachtree City Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Susan Powers AssetGrade, Greensboro Holds the CFP and CFA. Fees on file: percentage of assets.
- Christine Quillian MONTAG Wealth Management, Atlanta Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 40
- Firms
- 26
- Cities
- 13
- Hold the CFP
- 55%
- Other credentials: CFA 25% · CPA 5% · EA 5%
- How they charge (of 40 with fees on file): percentage of assets 75% · ongoing planning fee 28% · flat fee or retainer 23% · one-time planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
How many fee-only advisors who work with clients virtually in Georgia are there?
The Wellspent public graph lists 40 fee-only advisors who work with clients virtually in Georgia, at 26 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who work with clients virtually in Georgia located?
Of the 40 fee-only advisors who work with clients virtually in Georgia, 20 are in Atlanta, followed by 3 in Decatur and 2 in Peachtree City.
How do fee-only advisors who work with clients virtually in Georgia charge?
The most common fee among fee-only advisors who work with clients virtually in Georgia is a percentage of assets, used by 75% of the 40 with fees on file. Many use more than one: 28% charge an ongoing planning fee and 23% charge a flat fee or retainer.
How many fee-only advisors who work with clients virtually in Georgia hold the CFP?
55% of the 40 fee-only advisors who work with clients virtually 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 work with clients virtually?
We count an advisor here when their firm's website says they work with clients virtually.
What should I ask fee-only advisors who work with clients virtually in Georgia?
Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?
How current is this list of fee-only advisors who work with clients virtually 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 40 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| Andrew Langdon | VetWorth | Peachtree City | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Chloe Moore | Financial Staples | Atlanta | CFP | Ongoing planning fee, Flat fee or retainer |
| Cecil Staton | Arch Financial Planning, LLC | Athens | CFP | Percentage of assets |
| Daniel Mahoney | True Square Financial LLC | Atlanta | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Helen Ngo | Capital Benchmark Partners, LLC | Atlanta | CFP | Percentage of assets, Hourly |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Jovan Johnson | Piece of Wealth Planning LLC | Athens | CFP, CPA, PFS | Percentage of assets, Hourly |
| Luke McCord | Greenway Financial Planning, LLC | Cumming | CFP | Ongoing planning fee, Percentage of assets |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| Randall Avery | Deasil Wealth Management, LLC | Decatur | CFP, CFA | Percentage of assets |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| J Cameron Zabko | Westhollow Wealth Management | Milton | CFP | Percentage of assets |
| Susan Powers | AssetGrade | Greensboro | CFP, CFA | Percentage of assets |
| Kyle Ray | Ridgeback Wealth Management | Peachtree City | Not listed | Flat fee or retainer, Ongoing planning fee |
| Theodore Parrish | Parrish Capital | Kennesaw | CFA | Percentage of assets |
| Andrew Straton | Westhollow Wealth Management | Milton | Not listed | Percentage of assets |
| Christine Quillian | MONTAG Wealth Management | Atlanta | CFP, CFA | Percentage of assets |
| Christopher Hardy | Paramount Investment Advisors | Buford | CFP, ChFC | Percentage of assets, Hourly |
| Cornelius Davis | CorneliusDavisJr.com | Decatur | ChFC | One-time planning fee |
| Kaya Ladejobi | Earn Into Wealth | Atlanta | Not listed | Ongoing planning fee |
| Kayla Whitaker | MONTAG Wealth Management | Atlanta | CFP | Percentage of assets |
| Thomas Keenan | MONTAG Wealth Management | Atlanta | CFP | Percentage of assets |
| Jeffrey Kirkpatrick | Dovetail Financial | Duluth | Not listed | Ongoing planning fee |
| John Cole | LKL Advisors | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Moledor | Parrish Capital | Kennesaw | Not listed | Percentage of assets |
| Amy Carcione | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Helen Donahue | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Hong-Tsun Simon | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Kenneth Shaw | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Marvin Riddle | Rev Capital | Marietta | Not listed | Percentage of assets |
| Olga Lee | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| William Downey | Rev Capital | Marietta | Not listed | Percentage of assets |
| Brendan Wagner | MONTAG Wealth Management | Atlanta | Not listed | Percentage of assets |
| Lawrence Mendel | MONTAG Wealth Management | Atlanta | Not listed | Percentage of assets |
| Michael Smith | MONTAG Wealth Management | Atlanta | Not listed | Percentage of assets |
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