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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
David McBride Marco Investment Management Atlanta CFA Percentage of assets
David Weitz Unified Investment Management Atlanta CFA Percentage of assets
Edward Moore Resurgent Advisors Atlanta CFA Percentage of assets, Hourly
Emilie Hill ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Floyd Green Floyd Green Financial Services Atlanta CFA Percentage of assets, Hourly
Frederick Wright Novapoint Capital Atlanta CFA Percentage of assets, Hourly
Garnett Keith Seabridge Investment Advisors Atlanta ChFC, CFA Percentage of assets, Fixed fees
Gerald McGill Eagle Rock Investment Company Atlanta CFA Percentage of assets
Glen Carpenter ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Jeffery Wright Wright Wealth Atlanta CFA Percentage of assets, Hourly
Joseph Sroka Novapoint Capital Atlanta CFA Percentage of assets, Hourly
Kathryn Massoni Cornerstone Management Duluth CFA Percentage of assets, Hourly
Kathryn Stratton Buckhead Capital Management Atlanta CFA Percentage of assets, Fixed fees
Kenneth Ezell Marco Investment Management Atlanta CFA Percentage of assets
Kevin O'Conner C.W. O'conner Wealth Advisors Duluth ChFC Percentage of assets, Fixed fees
Kevin Yang ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Krista Cosgrove ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Lamar Plunkett Plunkett & Associates Carrollton CFA Percentage of assets, Hourly
Larry McNamara Paraklete Financial Kennesaw PFS Fixed fees
Lee Hollingsworth American Wealth Management Alpharetta CFA Percentage of assets, Hourly
Macarther Plumart MRP Capital Investments Alpharetta CFA Percentage of assets
Matt Bailey Arcus Capital Partners Atlanta CFA Percentage of assets, Fixed fees
Matthew Boden Buckhead Capital Management Atlanta CFA Percentage of assets, Fixed fees
Matthew Burton Narwhal Capital Management Marietta CFA Percentage of assets, Hourly
Matthew Eads Eads & Heald Wealth Management Atlanta CFA Percentage of assets, Fixed fees
Matthew Falkowski Seabridge Investment Advisors Atlanta CFA Percentage of assets, Fixed fees
Michal-Erin Frushell Integras Partners Alpharetta CFA Percentage of assets
Orrodon Dinkins OBN Wealth Advisors Lake Spivey ChFC Percentage of assets, Hourly
Patricia Steward Paraklete Financial Kennesaw PFS Fixed fees
Robert Hurst Hurst Wealth Advisors Douglas PFS Percentage of assets, Hourly
Samuel Frost Narwhal Capital Management Marietta CFA Percentage of assets, Hourly
Samuel Hogan Windemere Advisors Valdosta PFS Percentage of assets, Hourly
Samuel Richwine Cornerstone Management Duluth CFA Percentage of assets, Hourly
Scott Keller Marietta Wealth Management Marietta CFA Percentage of assets, Hourly
Stacey Ewing ZWJ Investment Counsel Atlanta CFA Percentage of assets, Fixed fees
Stephen Davenport Circa Capital Alpharetta CFA Percentage of assets, Hourly
Steven Marco Marco Investment Management Atlanta CFA Percentage of assets
Susan Tillery Paraklete Financial Kennesaw PFS Fixed fees
Taylor Fairman Eagle Rock Investment Company Atlanta CFA Percentage of assets
Thomas Heald Eads & Heald Wealth Management Atlanta CFA Percentage of assets, Fixed fees
Thomas Healy Private Family Wealth Advisors Atlanta CFA Percentage of assets, Fixed fees
Thomas Wilkins Joseph Jekyll Advisers Athens CFA Percentage of assets, Hourly
Timothy Escott Buckhead Capital Management Atlanta CFA Percentage of assets, Fixed fees
Travis Raish Circa Capital Alpharetta CFA Percentage of assets, Hourly
Valerie Nichols Smith & Howard Wealth Management Atlanta CFA Percentage of assets, Hourly
Walter Dupre Buckhead Capital Management Atlanta CFA Percentage of assets, Fixed fees
William Jones Paraklete Financial Kennesaw PFS Fixed fees
William McCutchen Paraklete Financial Kennesaw PFS Fixed fees
Abdul-Majid Hasan Rock One Advisors Milton Not listed Percentage of assets, Fixed fees
Alan Conner Novapoint Capital Atlanta Not listed Percentage of assets, Hourly

Firms headquartered in Georgia (307)

All 307 firms in Georgia