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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
Jessica Sherrill Sherrill & Hutchins Atlanta CFP Percentage of assets, Hourly
John Sena Mike Sena Advisors Roswell CFP Flat fee or retainer, Hourly
Jon Bernier TandemGrowth Financial Advisors Alpharetta CFP, ChFC Percentage of assets
Joseph Beckford Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Justin Pitcock Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Kaitlin Theobald Sherrill & Hutchins Atlanta CFP Percentage of assets, Hourly
Kamila Elliott Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
Kathy Weese Nora Wealth Atlanta CFP Percentage of assets, One-time planning fee
Mark Sheerin Sherrill & Hutchins Atlanta CFP Percentage of assets, Hourly
Raymond Brown Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Ryan Mason Mason Wealth Strategies Cumming CFP Percentage of assets, Hourly
Theodore Noble Sherrill & Hutchins Atlanta CFP Percentage of assets, Hourly
Timothy Goodwin Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Tracy Kasing Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
William Hutchins Sherrill & Hutchins Atlanta CFP Percentage of assets, Hourly
Andres Romero E2E Financial Atlanta CFP, ChFC Ongoing planning fee
Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. VDB Wealth Savannah CFA Percentage of assets, Flat fee or retainer
Cort Haber Xception Family Office Atlanta CFP Percentage of assets, Fixed fees
Cynthia Rosso Elevate Wealth Advisory Athens CFP Percentage of assets, Hourly
Donald McCarty Financial Decision Partners Snellville CFP Percentage of assets, Hourly
Erin Martin MRP Advisors Milton CFP Percentage of assets, Hourly
Heath Hampton Boldin Kathleen CFP Flat fee or retainer, Ongoing planning fee
J Cameron Zabko Westhollow Wealth Management Milton CFP Percentage of assets
James White Jr. Wealth advisory services for high-earning CRE Professionals. Forty Two Wealth LLC Atlanta CFP Percentage of assets, Flat fee or retainer
Jennifer Kramer Jayco Wealth Management Atlanta CFP Percentage of assets, Hourly
Jennifer Odom Chastain Wealth Management Atlanta CFP Percentage of assets, Hourly
Larren Odom Chastain Wealth Management Atlanta CFP Percentage of assets, Hourly
Margaret Nickens Elm3 Financial Group Alpharetta CFP Percentage of assets, Hourly
Nirvanna Silva Novelo Nicholas Hoffman & Company Atlanta CFP Percentage of assets, Fixed fees
Russell Wood Nicholas Hoffman & Company Atlanta CFP Percentage of assets, Fixed fees
Samuel Deane Financial advice for startup founders and tech employees with equity compensation. Rora Wealth Atlanta Not listed Flat fee or retainer, Percentage of assets
Stacey Nickens Elm3 Financial Group Alpharetta CFP Percentage of assets, Hourly
Susan Powers AssetGrade Greensboro CFP, CFA Percentage of assets
Alexander Alba Regent Peak Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Andrew Killpack HC Advisors Sandy Springs CFP Percentage of assets
Anthony Austreng Forthright Wealth Management Alpharetta CFP Percentage of assets
Bradford Gilliam Verisail Partners Chamblee CFP Percentage of assets, Ongoing planning fee
Britt Bazemore KingsMark Private Financial Advisors Albany CFP Percentage of assets, Hourly
Caroline McInerney HWM Wealth Atlanta CFP Percentage of assets, Fixed fees
Carson Fields Forthright Wealth Management Alpharetta CFP Percentage of assets
Christian Koch KAM South Atlanta CFP One-time planning fee
Christopher Staples Wealth 360 Buford CFP Percentage of assets, Hourly
Connie Judkins Palmetto Financial Planners Richmond Hill CFP Percentage of assets, Hourly
Daniel Henning HC Advisors Sandy Springs CFP Percentage of assets
Derek Hughes Hughes & Company Marietta CFP Ongoing planning fee, One-time planning fee
Gordon Lackey Relativity Capital Advisors Greensboro CFP Percentage of assets, Hourly
Ian Weinstein Regimen Wealth Atlanta ChFC Percentage of assets, Fixed fees
Jack Miller Jamison Private Wealth Management Milton CFP Percentage of assets
Jessica Morris CMA Financial Services Atlanta CFP Percentage of assets, Fixed fees
John Ellis Forthright Wealth Management Alpharetta CFP Percentage of assets

Firms headquartered in Georgia (307)

All 307 firms in Georgia