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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
Joseph Abboud Rinzler Capital Atlanta Not listed Flat fee or retainer, Ongoing planning fee
Juwon Hill Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Kelly Dowdy HC Advisors Sandy Springs CFP Percentage of assets
Kevin Manning Regent Peak Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Marshall Brannock Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Melissa Phillippi Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Michael Stacey HC Advisors Sandy Springs CFP Percentage of assets
Nathan Hoyt Regent Peak Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Noah McCorkle KingsMark Private Financial Advisors Albany CFP Percentage of assets, Hourly
Oscar Spain Jamison Private Wealth Management Milton CFP Percentage of assets
Rebecca Anderson KingsMark Private Financial Advisors Albany CFP Percentage of assets, Hourly
Rebecca Stone Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Rhonda Grover Wealth 360 Buford CFP Percentage of assets, Hourly
Robert Jamison Jamison Private Wealth Management Milton CFP Percentage of assets
Robert Jamison Jamison Private Wealth Management Milton CFP Percentage of assets
Robert Pierson Pierson Wealth Management Atlanta CFP Percentage of assets
Robert Sell Polaris Asset Management Sugar Hill CFP Percentage of assets, Hourly
Russell Holcombe Holcombe Financial Atlanta CFP Percentage of assets, Hourly
Sam Evans Evans Wealth Management Duluth CFA Percentage of assets, Hourly
Scott Voigt Verisail Partners Chamblee CFP, CFA Percentage of assets, Ongoing planning fee
Stephen Amason Forthright Wealth Management Alpharetta CFP Percentage of assets
Taylor Stanfill Verisail Partners Chamblee CFP Percentage of assets, Ongoing planning fee
Thaddeus Gilliam Verisail Partners Chamblee CFP, CFA Percentage of assets, Ongoing planning fee
Thomas Sanders KingsMark Private Financial Advisors Albany CFP, ChFC Percentage of assets, Hourly
Tracey Gordineer Blossom Balance Gainesville CFP Percentage of assets, Hourly
Tracie Handberg Verisail Partners Chamblee CFP Percentage of assets, Ongoing planning fee
Tyler Baker Baker Wealth Group Lagrange CFP Percentage of assets, Fixed fees
Andrew Castleberry truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Anitha Rao Financial Architects Woodstock CFP Percentage of assets, One-time planning fee
Austin Rowland truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Benjamin Baldwin Responsive Financial Group Milton CFP Percentage of assets, Hourly
Brian Rosso Elevate Wealth Advisory Athens CFA Percentage of assets, Hourly
Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. Buena Vista Financial Planning LLC Decatur Not listed Percentage of assets, Flat fee or retainer
Burnett Townsend, Jr Townsend Wealth Management Columbus CFP Flat fee or retainer
Carey Blakley Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Charles Vickery Elevate Wealth Advisory Athens ChFC Percentage of assets, Hourly
David Hultstrom Financial Architects Woodstock CFP, ChFC, CFA Percentage of assets, One-time planning fee
Galina Courson Financial Discovery Group Atlanta CFP, PFS Percentage of assets
Gary Martin Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Jeffrey Buck Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
John Huber Financial Discovery Group Atlanta CFP, CFA Percentage of assets
Kaitlyn Barnes Financial Architects Woodstock CFP Percentage of assets, One-time planning fee
Kenneth Bellavance truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Kyle Ray Ridgeback Wealth Management Peachtree City Not listed Flat fee or retainer, Ongoing planning fee
Lloyd Flood Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Michael Murray Persium Group Atlanta CFP Percentage of assets, Fixed fees
Michael Rollauer Highbrook Capital Partners Atlanta CFP Percentage of assets, Hourly
Michael Smith Kiker Wealth Management Jasper CFP Percentage of assets, Hourly
Nicole Wright Financial Discovery Group Atlanta CFP Percentage of assets
Patrick Paxton truFP Cumming Not listed Percentage of assets, Ongoing planning fee

Firms headquartered in Georgia (307)

All 307 firms in Georgia