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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 Jenkins Trestle Wealth Advisory Duluth Not listed Percentage of assets, Hourly
David O'Dell QM Advisors Peachtree City Not listed Percentage of assets, Hourly
David Ragland IRC Wealth Atlanta Not listed Percentage of assets, Fixed fees
David Raymon Raymon Capital Advisors Atlanta Not listed Percentage of assets
David Rich Rich & Company Milton Not listed Percentage of assets, Hourly
David Simmons QM Advisors Peachtree City Not listed Percentage of assets, Hourly
David Summers Cornerstone Financial Atlanta Not listed Percentage of assets, Hourly
Davis Bradley Bradley Wealth Group Atlanta Not listed Percentage of assets, Fixed fees
Donald Beasley Trademark Capital Management Watkinsville Not listed Percentage of assets, Hourly
Donald Dusick Cornerstone Financial Atlanta Not listed Percentage of assets, Hourly
Donald Wales Cresfund Advisors Dunwoody Not listed Percentage of assets, Hourly
Donald Whalen Versailles Financial Alpharetta Not listed Percentage of assets, Hourly
Douglas Leeson IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Dwight Langley Langley Wealth Management Athens Not listed Percentage of assets, Hourly
Edwin Feinour ZWJ Investment Counsel Atlanta Not listed Percentage of assets, Fixed fees
Eleonora Gillion Money Advisors, INC. DBA Century Investment Planning Augusta Not listed Percentage of assets
Elizabeth Geibig Cornerstone Management Duluth Not listed Percentage of assets, Hourly
Elizabeth Hamilton-Walker Wealth Science Advisors Alpharetta Not listed Percentage of assets, Hourly
Erich Schwerd Cigx Atlanta Not listed Percentage of assets, Hourly
Ethan Andrews Andrews Investment Management Augusta Not listed Percentage of assets
Gary Howard UL Wealth Valdosta Not listed Percentage of assets, Hourly
Gavin Borzello American Wealth Management Alpharetta Not listed Percentage of assets, Hourly
George Beylouni Resurgent Advisors Atlanta Not listed Percentage of assets, Hourly
George Stradtman IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Gerald House Lifestyle Financial Services Martinez Not listed Percentage of assets, Hourly
Gordon Russ Alpha Financial Management Savannah Not listed Percentage of assets, Hourly
Gregory Merritt Cahaba Wealth Management Atlanta Not listed Percentage of assets, Fixed fees
Gregory Plunkett Pandowealth. Peachtree City Not listed Percentage of assets, Fixed fees
Gregory Waters Investors Asset Management of Georgia Braselton Not listed Percentage of assets, Hourly
Harold Gay QM Advisors Peachtree City Not listed Percentage of assets, Hourly
Harold Nelson Buckhead Capital Management Atlanta Not listed Percentage of assets, Fixed fees
Harrison Leeson IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Harrison Pettigrew Narwhal Capital Management Marietta Not listed Percentage of assets, Hourly
Harry Goode ABW Richmond Hill Not listed Percentage of assets, Fixed fees
Hayden Stone Culbreth Wealth Management Dacula Not listed Percentage of assets, Hourly
Henry Klausman The Klausman Group Atlanta Not listed Percentage of assets, Hourly
Hieu Nguyen Legacitree Wealth Management Buford Not listed Percentage of assets, Hourly
Ibitola Adesuyi MIO Partners Atlanta Not listed Percentage of assets, Fixed fees
J Davis Butler-Davis Financial Group Covington Not listed Percentage of assets, Hourly
Jacob Binner Binnerinvestments Forsyth Not listed Percentage of assets, Fixed fees
Jacob Buffington Pandowealth. Peachtree City Not listed Percentage of assets, Fixed fees
James Boswell Ferguson Shapiro Decatur Not listed Percentage of assets, Hourly
James Franklin J. Franklin Financial Metter Not listed Percentage of assets, Fixed fees
James Hamilton Resurgent Advisors Atlanta Not listed Percentage of assets, Hourly
James Stanhouse Stanhouse Financial Planning and Management Duluth Not listed Percentage of assets, Hourly
Jarod Nichols Asset Guidance Group Roswell Not listed Percentage of assets, Hourly
Jeffery Leech Leechgary Asset Management Atlanta Not listed Percentage of assets
Jerome Borzello American Wealth Management Alpharetta Not listed Percentage of assets, Hourly
Jessica Lusakueno Pandowealth. Chattahoochee Hills Not listed Percentage of assets, Fixed fees
Jessica Vickery Bluechip Wealth Advisors Milton Not listed Percentage of assets, Hourly

Firms headquartered in Georgia (307)

All 307 firms in Georgia