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Wellspent public graph/Locations/United States/Georgia
United States

Fee-only advisors in Georgia

Fee-only advisors in Atlanta, Alpharetta and Marietta, plus 82 other cities.

What fee-only financial advisors charge in Georgia

By the numbers

The Wellspent public graph lists 823 fee-only financial advisors serving Georgia at 378 firms, most in Atlanta, Alpharetta and Marietta. 38% hold the CFP certification. Of the 820 with fees on file, 94% charge percentage of assets.

Advisors listed
823
Firms
378
Cities
88
Hold the CFP
38%
  • Other credentials: CFA 13% · CPA 1% · EA 1%
  • How they charge (of 820 with fees on file): percentage of assets 94% · fixed fees 65% · hourly 46% · performance-based fees 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Georgia (823)

Fee-only advisors serving Georgia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
David Barfield Hourly, fee-only advice for individuals, families and small businesses who want to pay only for the time they need. Datapoint Financial Planning, LLC Canton CFP Hourly
Andrew Langdon VetWorth Peachtree City CFP, EA, MBA Flat fee or retainer, Ongoing planning fee
Kiersten Peshek Citrine Capital Columbus CFP Ongoing planning fee
Lauren Way Elwood & Goetz Wealth Advisory Group, LLC Atlanta CFP, CFA, PhD, CRC Percentage of assets
Lindsay Elwood Elwood & Goetz Wealth Advisory Group Athens CFP Percentage of assets
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
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
Chloe Moore Financial Staples Atlanta CFP Ongoing planning fee, Flat fee or retainer
Trevor Gunter Four Pines Financial LLC Atlanta CFP Percentage of assets, Ongoing planning fee
Ben Jacobs-Nichelson Fully Financial Athens CFP, EA, MSFP Percentage of assets, Hourly
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
David Blain BlueSky Wealth Advisors, LLC Acworth CFA, CDFA, CFP, EA 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
Contey Smith Motus Wealth Management, LLC Atlanta CFP Percentage of assets, Fixed fees
G. Christian Mauser ATLas Investment Advisors Alpharetta CFP, CIMA, CRC, CRPC Percentage of assets
Jovan Johnson Piece of Wealth Planning LLC Athens CFP, CPA, PFS Percentage of assets, Hourly
Justin Owens Horizon Advisors LLC Rome CFP, CGMA, CKA, CPA/PFS Percentage of assets, Hourly
Kurt Dupuis Root Wealth Management Decatur CFP Percentage of assets, Hourly
Luke McCord Greenway Financial Planning, LLC Cumming CFP Ongoing planning fee, Percentage of assets
Michael Schell Pathway Financial Advisors, LLC Atlanta CFP, EA, CPA/PFS, MBA Percentage of assets, Hourly
Nick Fazio Chattahoochee Wealth Cumming CFP, CPA, CFA Percentage of assets, Fixed fees
Thomas Cloud Third Act Retirement Planning, Inc. Marietta AAMS, CFP, ChFC, CSA Percentage of assets, Hourly
Anne Simpson Kenwyck Capital, LLC Marietta CFP, AAMS Hourly, Ongoing planning fee
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
Michael Dayoub Alpha Financial Management, Inc. Savannah CFP, MBA Percentage of assets, Hourly
Randall Avery Deasil Wealth Management, LLC Decatur CFP, CFA Percentage of assets
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
Tyler Day Foresight Financial Planning Alma CFP, CSLP Flat fee or retainer, Ongoing planning fee
Andy Avera Journey Beyond Wealth Marietta CFP, CAP Percentage of assets, Fixed fees
Chris McCall Journey Beyond Wealth Kennesaw CFP Percentage of assets, Fixed fees
Cliff O'Conner C.W. O'Conner Wealth Advisors, Inc. Duluth ChFC, CIMA, CPWA Percentage of assets, Fixed fees
Jim Stanhouse Stanhouse Financial Planning & Mgt. Duluth MBA Percentage of assets, Ongoing planning fee
Lori Eason Alder Financial Group Atlanta CFP Percentage of assets, Fixed fees
Paul McNair The Monitor Group, Inc. Martinez CFP Flat fee or retainer
Robert Schultz Rollins Financial Advisors, LLC Atlanta CFP, ChFC Percentage of assets
Edward Kerns Footlamp Financial Atlanta CFP Flat fee or retainer, Ongoing planning fee
Marvin Jackson Abacus Wealth Factors, LLC Savannah CFP Ongoing planning fee
Micah Porter Minerva Planning Group, Inc. Decatur CFA, CFP Percentage of assets, Hourly
Aiki Altmets Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Amy Amorosso Ball Wealth Management Dawsonville CFP Percentage of assets, Fixed fees
Emma Foulkes Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
Jamie Stolz TandemGrowth Financial Advisors Alpharetta CFP Percentage of assets
Jared Haubenstock Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Jason Lina Golden Bell Alpharetta CFP, CFA Percentage of assets

Firms headquartered in Georgia (307)

All 307 firms in Georgia