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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
George Hiller George M. Hiller Companies Atlanta CFP Percentage of assets, Hourly
George Hiller George M. Hiller Companies Atlanta CFP Percentage of assets, Hourly
George Mauser Atlas Investment Advisors Alpharetta CFP Percentage of assets, Fixed fees
Harrison Fish Narwhal Capital Management Marietta CFP Percentage of assets, Hourly
J Meaders Magellan Planning Group Atlanta CFP Percentage of assets, Fixed fees
James Daniel The Advisory Firm Alpharetta CFP Percentage of assets, Fixed fees
James Exley Wealth Science Advisors Alpharetta CFP Percentage of assets, Hourly
James Hankinson Hankinson Wealth Advisors Greensboro CFP, PFS, CFA Percentage of assets, Fixed fees
James Henry Uptick Partners Summerville CFP Percentage of assets, Fixed fees
James Rasmussen Pandowealth. Peachtree City CFP, PFS Percentage of assets, Fixed fees
James White Forty Two Wealth Atlanta CFP Percentage of assets, Fixed fees
Jeffrey Payne, Jr., Cfp® Payne Financial Management Kennesaw CFP Percentage of assets, Hourly
Jeffrey Wilson Wilson Financial Group Suwanee CFP Percentage of assets, Hourly
Jerry Jones IRC Wealth Atlanta CFP, ChFC Percentage of assets, Fixed fees
Joe Richardson Strategic Capital Planning Kennesaw CFP Percentage of assets, Hourly
John DeMent QM Advisors Peachtree City CFP Percentage of assets, Hourly
John Frazer IRA Group Atlanta CFP Percentage of assets, Fixed fees
John Gillion Money Advisors, INC. DBA Century Investment Planning Augusta CFP Percentage of assets
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
Kasey Gaines Psalm Capital Atlanta CFP Percentage of assets
Kelly Graff Commonwealth Financial Planners Roswell CFP Percentage of assets, Hourly
Kimberly Good KCG Investment Advisory Services Savannah CFP, ChFC Percentage of assets, Hourly
Kurt Brucker Brucker Wealth Atlanta CFP Percentage of assets, Hourly
Lance Miller Compass Wealth Management Atlanta CFP Percentage of assets
Larry Burnette Hanover Advisors Marietta CFP Percentage of assets
Laura Stiles Arcus Capital Partners Atlanta CFP Percentage of assets, Fixed fees
Leon Frush Cornerstone Financial Atlanta CFP Percentage of assets, Hourly
Lisa Garris Marietta Wealth Management Marietta CFP Percentage of assets, Hourly
Marcus Ashworth Bluechip Wealth Advisors Milton CFP Percentage of assets, Hourly
Margaret Bowen Fee-Only Financial Planning, L.C. Alpharetta CFP Percentage of assets, Hourly
Mark Allen Bull Street Advisors Savannah CFP Percentage of assets, Fixed fees
Mark Digiovanni Marathon Financial Strategies Brunswick CFP Percentage of assets, Hourly
Mark Holdwick The Monitor Group Martinez CFP Percentage of assets, Fixed fees
Mark Thomas Root Wealth Management Decatur CFP Percentage of assets, Hourly
Mary Jordan Alpha Financial Management Savannah CFP Percentage of assets, Hourly
Meghan Hoover Novapoint Capital Atlanta CFP Percentage of assets, Hourly
Michael Mueller Smith & Howard Wealth Management Atlanta CFP Percentage of assets, Hourly
Miller Jones Dalton Wealth Planners Dalton CFP Percentage of assets, Hourly
Natalie Schmook Hayes Wealth Advisors Sandy Springs CFP Percentage of assets, Fixed fees
Patrick Dailey Capital Endurance Group Alpharetta CFP Percentage of assets, Fixed fees
Paul Culbreth Culbreth Wealth Management Dacula CFP Percentage of assets, Hourly
Paul Kindzia Kindzia Investments Johns Creek CFP Percentage of assets, Hourly
Peter Brangwin The Green Group Finance Lawrenceville CFP Percentage of assets, Hourly
Philip Cox Bluestone Wealth Planning Atlanta CFP Percentage of assets, Hourly
Philip Wegman Journey Beyond Wealth Roswell CFP Percentage of assets, Fixed fees

Firms headquartered in Georgia (307)

All 307 firms in Georgia