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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
Jimmy Cochran Pandowealth. Peachtree City Not listed Percentage of assets, Fixed fees
Joel Fernando Trademark Capital Management Watkinsville Not listed Percentage of assets, Hourly
John Cronin Bluechip Wealth Advisors Milton Not listed Percentage of assets, Hourly
John Duncan Wright Wealth Peachtree City Not listed Percentage of assets, Hourly
John Foster Conscious Wealth Investments Atlanta Not listed Percentage of assets, Hourly
John Gillion Money Advisors, INC. DBA Century Investment Planning Augusta Not listed Percentage of assets
John Hussa Marco Investment Management Atlanta Not listed Percentage of assets
John Massey Marietta Wealth Management Marietta Not listed Percentage of assets, Hourly
John Sauers Associated Financial Partners Loganville Not listed Percentage of assets, Hourly
John Swanson Buckhead Capital Management Atlanta Not listed Percentage of assets, Fixed fees
Johnny Masters John Masters, CPA Atlanta Not listed Percentage of assets, Hourly
Jon Lontai Arcus Capital Partners Atlanta Not listed Percentage of assets, Fixed fees
Jordan Yeater IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Joseph Bird Cahaba Wealth Management Atlanta Not listed Percentage of assets, Fixed fees
Joseph Bray Miner Wealth Management Acworth Not listed Percentage of assets, Hourly
Joseph Ezernack Trademark Capital Management Watkinsville Not listed Percentage of assets, Hourly
Joseph Moss J Moss and CO Roswell Not listed Percentage of assets, Hourly
Joseph Stacy Meranti Capital Partners Atlanta Not listed Percentage of assets, Fixed fees
Joseph Steadman Lifestyle Financial Services Martinez Not listed Percentage of assets, Hourly
Josh McIntosh Trimaran Capital Savannah Not listed Percentage of assets, Fixed fees
Joshua Edmonds QM Advisors Peachtree City Not listed Percentage of assets, Hourly
Judith Jolley IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Julio Barahona Smith & Howard Wealth Management Atlanta Not listed Percentage of assets, Hourly
Kaila Brooks Park Square Financial Group Roswell Not listed Percentage of assets, Hourly
Katherine Oliver Investors Asset Management of Georgia Atlanta Not listed Percentage of assets, Hourly
Keith Johnson Integras Partners Alpharetta Not listed Percentage of assets
Kendyl Strickland Strickland Davis Advisors Marietta Not listed Percentage of assets
Kevin Hauser American Wealth Management Alpharetta Not listed Percentage of assets, Hourly
Kevin Rainwater Bluechip Wealth Advisors Milton Not listed Percentage of assets, Hourly
Kishore Joshi Joshi Capital Management Cumming Not listed Percentage of assets, Hourly
Kristin Mauger Gien Capital Management Alpharetta Not listed Percentage of assets, Fixed fees
Kurt Grimmer American Wealth Management Alpharetta Not listed Percentage of assets, Hourly
Lamont Schumpert Schumpert Investments Kennesaw Not listed Percentage of assets
Lance Reising Investors Asset Management of Georgia Atlanta Not listed Percentage of assets, Hourly
Langdon Hollingsworth American Wealth Management Alpharetta Not listed Percentage of assets, Hourly
Laura Rosenberg Hayes Wealth Advisors Dunwoody Not listed Percentage of assets, Fixed fees
Lauren Monce IRA Group Atlanta Not listed Percentage of assets, Fixed fees
Lauren Noce Twin Robins Capital Atlanta Not listed Percentage of assets, Fixed fees
LaVaisha Davis ELL Wess Advisors Atlanta Not listed Percentage of assets, Fixed fees
Leslie Allen Family WMS Athens Not listed Percentage of assets
Loyd Crowe Optimum Wealth Management Woodstock Not listed Percentage of assets, Hourly
Lucinda Dallas CFS Wealth Management Macon Not listed Percentage of assets, Fixed fees
Lucy Thompson Zuraw Financial Advisors Atlanta Not listed Percentage of assets, Hourly
Marc Goldstein Haven Wealth Group Atlanta Not listed Percentage of assets
Mark Kanakaris Kanakaris and Associates Woodstock Not listed Percentage of assets, Hourly
Martin Lysaght Magellan Planning Group Atlanta Not listed Percentage of assets, Fixed fees
Matthew Lunger Wright Wealth Atlanta Not listed Percentage of assets, Hourly
Matthew Pittman UL Wealth Valdosta Not listed Percentage of assets, Hourly
Matthew Woods Waypoint Wealth Counsel Atlanta Not listed Percentage of assets, Hourly
Meghan Henderson IRC Wealth Atlanta Not listed Percentage of assets, Fixed fees

Firms headquartered in Georgia (307)

All 307 firms in Georgia