W Wellspent Public advisor graph
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
Rachel Webster Conscious Wealth Investments Atlanta CFP Percentage of assets, Hourly
Raymond Branton Lifetime Strategies Griffin CFP Percentage of assets, Hourly
Rebecca Phillips Disciplined Equity Management Atlanta CFP Percentage of assets
Rebecca Richardson Atlas Investment Advisors Alpharetta CFP Percentage of assets, Fixed fees
Rhett Exley Wealth Science Advisors Alpharetta CFP, ChFC Percentage of assets, Hourly
Robert Amato Compass Wealth Management Atlanta CFP Percentage of assets
Robert Corbitt Keystone Financial Consultants Atlanta CFP Percentage of assets, Hourly
Robert Fazio Chattahoochee Wealth Cumming CFP, CFA Percentage of assets, Fixed fees
Robert Moody Compass Advisors Big Canoe CFP, CFA Fixed fees
Robert Ostapower Networth Financial Services Johns Creek CFP Percentage of assets, Hourly
Robert Robinson Confidant Financial Solutions Johns Creek CFP Percentage of assets, Hourly
Ronald Hudson Financial Guidance Group Sylvester CFP Percentage of assets, Hourly
Ronald Zimmerman Kenneth Frenke & CO Atlanta CFP Percentage of assets, Fixed fees
Ryan Florence Ferguson Shapiro Decatur CFP Percentage of assets, Hourly
Ryan Rasmussen Fully Financial Athens CFP Percentage of assets, Hourly
Sandra Fricks Financial Consultants Group Cumming CFP Percentage of assets, Hourly
Sarah Pryor Wealth Science Advisors Alpharetta CFP Percentage of assets, Hourly
Sarah Wylde Ferguson Shapiro Decatur CFP Percentage of assets, Hourly
Scott Stewart Eads & Heald Wealth Management Atlanta CFP, CFA Percentage of assets, Fixed fees
Shawna Theriault Wiser Wealth Management Marietta CFP Percentage of assets, Hourly
Sidney Meriweather Pandowealth. Peachtree City CFP Percentage of assets, Fixed fees
Steven Humphrey George M. Hiller Companies Atlanta CFP Percentage of assets, Hourly
Thomas Meek Pandowealth. Peachtree City CFP Percentage of assets, Fixed fees
Thomas Tillery Paraklete Financial Kennesaw CFP, ChFC Fixed fees
Timothy Agnew Smith & Howard Wealth Management Atlanta CFP Percentage of assets, Hourly
Timothy Benbow Wright Wealth Atlanta CFP Percentage of assets, Hourly
Timothy Smith Two Twelve Planning Senoia CFP Percentage of assets, Hourly
Tonya Hall Hall Financial Advisors Marietta CFP Percentage of assets, Hourly
Valerie Williams Sincerus Advisory Fayetteville CFP Percentage of assets, Fixed fees
Wallace Nichols Asset Guidance Group Roswell CFP Percentage of assets, Hourly
Wayne Jordan Alpha Financial Management Savannah CFP Percentage of assets, Hourly
Wesley Hackney Marietta Wealth Management Marietta CFP Percentage of assets, Hourly
William Fair AP Wealth Management Augusta CFP Percentage of assets, Hourly
William Medcalf Wiser Wealth Management Marietta CFP Percentage of assets, Hourly
William Scott Waypoint Wealth Counsel Atlanta CFP Percentage of assets, Hourly
Adrian Morffi Seabridge Investment Advisors Atlanta CFA Percentage of assets, Fixed fees
Alaeddin Kharazmi Cigx Marietta ChFC Percentage of assets, Hourly
Andrew Pratt Wiser Wealth Management Marietta CFA Percentage of assets, Hourly
Austin Ort IRA Group Atlanta ChFC Percentage of assets, Fixed fees
Benjamin Nye Narwhal Capital Management Marietta CFA Percentage of assets, Hourly
Bradford Young ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Bradley Swinsburg Smith & Howard Wealth Management Atlanta CFA Percentage of assets, Hourly
Bryan Taylor Cornerstone Management Duluth CFA Percentage of assets, Hourly
Cameron Clement Eagle Rock Investment Company Atlanta CFA Percentage of assets
Casey Flanagan ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Charles Abney ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Christopher Godfrey ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Christopher Hohlstein Seabridge Investment Advisors Atlanta CFA Percentage of assets, Fixed fees
Clayton Jackson ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Clayton Shiver Maple Capital Management Marietta CFA Percentage of assets

Firms headquartered in Georgia (307)

All 307 firms in Georgia