Fee-only advisors in Georgia
Fee-only advisors in Atlanta, Alpharetta and Marietta, plus 82 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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)
-
Abacus Wealth Factors, LLC
Savannah, Georgia
-
Access Planning Partners
Alpharetta, Georgia
-
Aegis Capital Group
Atlanta, Georgia
-
AF Capital Management
Marietta, Georgia
-
Alder Financial Group
Atlanta, Georgia
-
Alpha Financial Management, Inc.
Savannah, Georgia
-
American Financial Advisors, LLC.
Marietta, Georgia
-
American Wealth Management
Alpharetta, Georgia
-
Andrews Investment Management
Augusta, Georgia
-
Anson Analytics
Tyrone, Georgia
-
Arcus Capital Partners
Atlanta, Georgia
-
Ascension Wealth Advisors
Marietta, Georgia
-
Asset Guidance Group
Roswell, Georgia
-
Assetguard Financial Services
Smyrna, Georgia
-
Associated Financial Partners
Loganville, Georgia
-
Atlanta Wealth Management
Atlanta, Georgia
-
ATLas Investment Advisors
Alpharetta, Georgia
-
Attend Wealth
Atlanta, Georgia
-
Baker Wealth Group
Lagrange, Georgia
-
Balentine Wealth Advisors
Atlanta, Georgia
-
Ball Wealth Management
Atlanta, Georgia
-
Baugh & Associates
Atlanta, Georgia
-
Beacon Financial Advisers, Inc.
Conyers, Georgia
-
Beall Financial Planning
Macon, Georgia
-
Binnerinvestments
Forsyth, Georgia
-
Blossom Balance
Gainesville, Georgia
-
Bluechip Wealth Advisors
Milton, Georgia
-
BluePrint Private Wealth Management
Alpharetta, Georgia
-
BlueSky Wealth Advisors, LLC
Acworth, Georgia
-
Bluestone Wealth Planning
Atlanta, Georgia
-
Bradley Wealth Group
Atlanta, Georgia
-
Brighter Investing
Atlanta, Georgia
-
Brooke Forest Capital
Alpharetta, Georgia
-
Brookwood Wealth Advisors
Cartersville, Georgia
-
Brown Capital Advisors
Marietta, Georgia
-
Brown Wealth Management
Conyers, Georgia
-
Brucker Wealth
Atlanta, Georgia
-
Buckhead Capital Management
Atlanta, Georgia
-
Bull Street Advisors
Savannah, Georgia
-
Butler-Davis Financial Group
Covington, Georgia
-
C.W. O'Conner Wealth Advisors, Inc.
Duluth, Georgia
-
Cambridge Retirement Partners
College Park, Georgia
-
Cantrell & Associates
Kennesaw, Georgia
-
Capital Benchmark Partners, LLC
Atlanta, Georgia
-
Capital Endurance Group
Alpharetta, Georgia
-
CapitalWize
Atlanta, Georgia
-
Carlyle Wealth Planning
Atlanta, Georgia
-
Centurion Advisory Group
Suwanee, Georgia
-
Cerner Capital Management
Snellville, Georgia
-
CFS Wealth Management
Macon, Georgia
-
Chamberlain Financial Advisors
Decatur, Georgia
-
Chastain Wealth Management
Atlanta, Georgia
-
Chattahoochee Wealth
Cumming, Georgia
-
Chicory Wealth
Decatur, Georgia
-
Christian Values Investing
Statesboro, Georgia
-
CI Brightworth Private Wealth
Atlanta, Georgia
-
Cigx
Atlanta, Georgia
-
Circa Capital
Alpharetta, Georgia
-
Clear Investment Research
Alpharetta, Georgia
-
CMA Financial Services
Atlanta, Georgia