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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
Alexander Morettini IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Amy Getz IRC Wealth Atlanta Not listed Percentage of assets, Fixed fees
Andrea Guse Cornerstone Management Duluth Not listed Percentage of assets, Hourly
Andrew Edwards Wright Wealth Atlanta Not listed Percentage of assets, Hourly
Andrew Hall Narwhal Capital Management Marietta Not listed Percentage of assets, Hourly
Andrew Olsen Conscious Wealth Investments Atlanta Not listed Percentage of assets, Hourly
Andrew Smith Cahaba Wealth Management Atlanta Not listed Percentage of assets, Fixed fees
Anish Rathod Assetguard Financial Services Smyrna Not listed Percentage of assets, Hourly
Anthony Colunga Attend Wealth Atlanta Not listed Percentage of assets, Fixed fees
Anthony Lawal ELL Wess Advisors Atlanta Not listed Percentage of assets, Fixed fees
Antonio Maselli Weaver Capital Management Suwanee Not listed Percentage of assets, Fixed fees
Ashley Bowling Cahaba Wealth Management Atlanta Not listed Percentage of assets, Fixed fees
Bobbi Parlo ZWJ Investment Counsel Atlanta Not listed Percentage of assets, Fixed fees
Braeden Davidson Aegis Capital Group Atlanta Not listed Percentage of assets, Hourly
Brandon Hatton Conscious Wealth Investments Atlanta Not listed Percentage of assets, Hourly
Brandon Rivera IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Brenda Carroll Money Advisors, INC. DBA Century Investment Planning Augusta Not listed Percentage of assets
Brett Lewis Constant Cashflow Savannah Not listed Percentage of assets, Hourly
Brett Snavely Buckhead Capital Management Atlanta Not listed Percentage of assets, Fixed fees
Brevin White MIO Partners Atlanta Not listed Percentage of assets, Fixed fees
Brian Henderson The Keystone Financial Alliance Atlanta Not listed Percentage of assets, Fixed fees
Bruce Faurot Dover Advisors Atlanta Not listed Percentage of assets, Hourly
Bryan Wain MIO Partners Atlanta Not listed Percentage of assets, Fixed fees
Cameron Bozeman Magellan Planning Group Atlanta Not listed Percentage of assets, Fixed fees
Carly O'Brien Wealth Science Advisors Alpharetta Not listed Percentage of assets, Hourly
Carroll Davenport TCM Atlanta Not listed Percentage of assets, Hourly
Carson Greene Financial Consultants Group Cumming Not listed Percentage of assets, Hourly
Carter Stanley IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Chad Crawford Cornerstone Management Duluth Not listed Percentage of assets, Hourly
Chad Stephens Buckhead Capital Management Atlanta Not listed Percentage of assets, Fixed fees
Charles Webb Alder Financial Group Atlant Not listed Percentage of assets, Fixed fees
Christopher Blythe Cigx Atlanta Not listed Percentage of assets, Hourly
Christopher Brown Brown Capital Advisors Marietta Not listed Percentage of assets, Fixed fees
Christopher Shiflett Dalton Wealth Planners Dalton Not listed Percentage of assets, Hourly
Clayborn Pender Conscious Wealth Investments Atlanta Not listed Percentage of assets, Hourly
Clayton Keffer Trademark Capital Management Watkinsville Not listed Percentage of assets, Hourly
Colby Wheeler Wealth Science Advisors Holly Springs Not listed Percentage of assets, Hourly
Colby Wright Cornerstone Management Duluth Not listed Percentage of assets, Hourly
Conor Sen Peachtree Creek Investments Brookhaven Not listed Percentage of assets, Hourly
Cory Kimbrough IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Craig Jennings Safewater Investment Management Alpharetta Not listed Percentage of assets, Hourly
Cynthia Derso Proactive Wealth Strategies Marietta Not listed Percentage of assets, Hourly
Cynthia Prince Buckhead Capital Management Atlanta Not listed Percentage of assets, Fixed fees
Daniel Johnson Familyroot Wealth Advisors Newnan Not listed Percentage of assets, Fixed fees
Daniel Joyce IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Daniel Whitt Pandowealth. Peachtree City Not listed Percentage of assets, Fixed fees
Darren Heil QM Advisors Peachtree City Not listed Percentage of assets, Hourly
David Budnik Carlyle Wealth Planning Atlanta Not listed Hourly, Fixed fees
David Denham Trademark Capital Management Watkinsville Not listed Percentage of assets, Hourly
David Hale Narwhal Capital Management Marietta Not listed Percentage of assets, Hourly

Firms headquartered in Georgia (307)

All 307 firms in Georgia