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 |
|---|---|---|---|---|
| Michael Ball | MRB Capital | Atlanta | Not listed | Percentage of assets |
| Michael Browning | UL Wealth | Valdosta | Not listed | Percentage of assets, Hourly |
| Michael Cordak | Optimum Wealth Management | Woodstock | Not listed | Percentage of assets, Hourly |
| Michael Stark | American Financial Advisors, LLC. | Marietta | Not listed | Percentage of assets, Hourly |
| Michael Strickland | Strickland Davis Advisors | Marietta | Not listed | Percentage of assets |
| Miguel Rivas | Maple Capital Management | Alpharetta | Not listed | Percentage of assets |
| Minho Cho | MIO Partners | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Mohammed Ghulam-Reza | Narwhal Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Natalie Wheeler | Wealth Science Advisors | Holly Springs | Not listed | Percentage of assets, Hourly |
| Nelson Gary | Leechgary Asset Management | Dunwoody | Not listed | Percentage of assets |
| Nicholas Garofalo | Openhanded Wealth | Holly Springs | Not listed | Percentage of assets, Hourly |
| Nicholas Hernandez | MIO Partners | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Nicholas Stoner | Cornerstone Management | Duluth | Not listed | Percentage of assets, Hourly |
| Olin Armentrout | Investors Asset Management of Georgia | Atlanta | Not listed | Percentage of assets, Hourly |
| Owen Blank | Safewater Investment Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Patrick Harris | IRA Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Patrick Volpe | Brooke Forest Capital | Alpharetta | Not listed | Percentage of assets, Hourly |
| Paul Damm | MRP Capital Investments | Alpharetta | Not listed | Percentage of assets |
| Philip Catledge | CMC Financial Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Prashanth Chintanapalli | SRC Wealth Advisors | Dunwoody | Not listed | Percentage of assets, Hourly |
| Rachel Leddy | Traynor Capital Management | Canton | Not listed | Percentage of assets |
| Rachel Molina | Buckhead Capital Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Randall Daniel | Center for Wealth Management Advisory | Adairsville | Not listed | Percentage of assets, Hourly |
| Randy Brunson | Centurion Advisory Group | Suwanee | Not listed | Percentage of assets, Fixed fees |
| Raymond Cornelius | Cambridge Retirement Partners | College Park | Not listed | Percentage of assets, Hourly |
| Raymond Payne | Cerner Capital Management | Atlanta | Not listed | Percentage of assets, Hourly |
| Reagan Curl | Networth Financial Services | Johns Creek | Not listed | Percentage of assets, Hourly |
| Richard Bryson | Premier Financial Advisory Services | Suwanee | Not listed | Percentage of assets, Hourly |
| Richard Dubois | Dubois Wealth Management | St. Simons Island | Not listed | Percentage of assets, Fixed fees |
| Richard Maurice | Wright Wealth | Marietta | Not listed | Percentage of assets, Hourly |
| Richard Miller | American Wealth Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Richard Stjohn | ST. John & Associates | Roswell, | Not listed | Percentage of assets, Hourly |
| Richard Wells | Marco Investment Management | Atlanta | Not listed | Percentage of assets |
| Robert Catledge | CMC Financial Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Robert Kaercher | Smith & Howard Wealth Management | Atlanta | Not listed | Percentage of assets, Hourly |
| Robert Lyons | Investors Asset Management of Georgia | Atlanta | Not listed | Percentage of assets, Hourly |
| Robert Noble | Cambridge Retirement Partners | College Park | Not listed | Percentage of assets, Hourly |
| Robert Stewart | LVZ | Cordele | Not listed | Percentage of assets, Hourly |
| Robert Vavrina | Centurion Advisory Group | Suwanee | Not listed | Percentage of assets, Fixed fees |
| Robert Warner | IRA Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Ronald Walker | Walker & Associates | Tybee Island | Not listed | Percentage of assets, Hourly |
| Russell Hiller | George M. Hiller Companies | Atlanta | Not listed | Percentage of assets, Hourly |
| Ryan Malec | Unified Investment Management | Atlanta | Not listed | Percentage of assets |
| Ryan Miller | Narwhal Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Samuel Carlyle | Investors Asset Management of Georgia | Atlanta | Not listed | Percentage of assets, Hourly |
| Sarah Masood | Money Advisors, INC. DBA Century Investment Planning | Augusta | Not listed | Percentage of assets |
| Sean Gray | Marathon Wealth | Suwanee | Not listed | Percentage of assets, Hourly |
| Sere Austin | IRA Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Seth Luxenberg | Lexington Avenue Capital Management | Decatur | Not listed | Percentage of assets, Hourly |
| Sharon Budnik | Carlyle Wealth Planning | Atlanta | Not listed | Hourly, Fixed fees |
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