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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
Stephan Szilvasi Arcus Capital Partners Atlanta Not listed Percentage of assets, Fixed fees
Stephen Michael Marietta Wealth Management Marietta Not listed Percentage of assets, Hourly
Stephen Sloan Arcus Capital Partners Atlanta Not listed Percentage of assets, Fixed fees
Stephen Wade Wright Wealth Atlanta Not listed Percentage of assets, Hourly
Stetson Ponder Cahaba Wealth Management Atlanta Not listed Percentage of assets, Fixed fees
Steven Edwards Arcus Capital Partners Atlanta Not listed Percentage of assets, Fixed fees
Steven Fehlenberg Ascension Wealth Advisors Marietta Not listed Hourly
Suzanne Doyle Incompass Financial Partners Alpharetta Not listed Percentage of assets, Fixed fees
Tamara Richwine Cornerstone Management Duluth Not listed Percentage of assets, Hourly
Taylor Malone Wealth Science Advisors Alpharetta Not listed Percentage of assets, Hourly
Thomas Klecker Narwhal Capital Management Marietta Not listed Percentage of assets, Hourly
Thomas Kozelka Integras Partners Alpharetta Not listed Percentage of assets
Thomas O'Gorman AP Wealth Management Augusta Not listed Percentage of assets, Hourly
Thomas Russell Narwhal Capital Management Marietta Not listed Percentage of assets, Hourly
Tiffany Hedemark IRC Wealth Atlanta Not listed Percentage of assets, Fixed fees
Timothy Rigby Investors Asset Management of Georgia Atlanta Not listed Percentage of assets, Hourly
Tri Truong Elite Wealthcare Lawrenceville Not listed Percentage of assets, Hourly
Wade Chapman CFS Wealth Management Macon Not listed Percentage of assets, Fixed fees
Wayne Davis Strickland Davis Advisors Marietta Not listed Percentage of assets
William Griffin W.A. Griffin Financial Services Gainesville Not listed Percentage of assets, Hourly
William Miller ZWJ Investment Counsel Atlanta Not listed Percentage of assets, Fixed fees
Woo Kang LK Wealth Management Duluth Not listed Percentage of assets, Hourly
Zachary Phillips LVZ Clarkesville Not listed Percentage of assets, Hourly

Firms headquartered in Georgia (307)

All 307 firms in Georgia