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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
Robert Fezekas Elevate Wealth Advisory Athens CFA Percentage of assets, Hourly
Sergio De La Torre Pandora Wealth Roswell Not listed Percentage of assets
Tiberiu Marian Shadowbrook Private Sugar Hill CFP Percentage of assets
Tyler Townsend Townsend Wealth Management Columbus CFP, CFA Flat fee or retainer
William Bowen Persium Group Atlanta CFP Percentage of assets, Fixed fees
William Turner Turner Wealth Advisory Woodstock CFP, ChFC Percentage of assets, Hourly
Ariel Rosenberg Chicory Wealth Decatur CFP Percentage of assets, Fixed fees
Carolyn Larocco LCP Institutional Atlanta CFP Percentage of assets
Charles Ambroselli LCP Institutional Alpharetta CFP Percentage of assets
Clark Jeffries Jeffries Wealth Marietta Not listed Flat fee or retainer, Ongoing planning fee
Coby Sullivan Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Daniel McNabb Chicory Wealth Decatur CFP Percentage of assets, Fixed fees
Ehijie Sado Values Added Atlanta CFP Percentage of assets, Hourly
Frank Brannon KMR Financial Advisory Atlanta CFP Percentage of assets, Hourly
Heike Lautenschlaeger Chicory Wealth Decatur CFP Percentage of assets, Fixed fees
Herman Hugo Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Jacob Newcomer Chicory Wealth Decatur CFP Percentage of assets, Fixed fees
Jacob Odum Southeast Asset Advisors Thomasville CFP Percentage of assets, Hourly
Katherine Hagedorn Chicory Wealth Decatur CFP Percentage of assets, Fixed fees
Kimberly Ball Ball Wealth Management Atlanta Not listed Percentage of assets, Fixed fees
Kyle Roney Troika Capital Advisors Athens Not listed Percentage of assets
Laura Rockas Mersereau, Lazenby & Rockas Suwanee CFP Percentage of assets, Hourly
Lily Evans Evans Wealth Management Duluth Not listed Percentage of assets, Hourly
Mark Demos Anson Analytics Tyrone CFA Percentage of assets, Hourly
Mark Saussy Southeast Asset Advisors Thomasville CFP Percentage of assets, Hourly
Mary Shaltis Chicory Wealth Decatur CFP Percentage of assets, Fixed fees
Michael Ball Ball Wealth Management Atlanta Not listed Percentage of assets, Fixed fees
Mindy Evans Nora Wealth Atlanta Not listed Percentage of assets, One-time planning fee
Mona Kuhlman TandemGrowth Financial Advisors Alpharetta Not listed Percentage of assets
Nimish Patel MCAP Investment Management Johns Creek CFP Percentage of assets
Paul Jacobs Palisades Hudson Financial Group Atlanta CFP Percentage of assets, Fixed fees
Reid Trego Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Robert Cramer Sherrill & Hutchins Atlanta Not listed Percentage of assets, Hourly
Rosanna Neil Chicory Wealth Decatur CFP Percentage of assets, Fixed fees
Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. Northwestern Mutual Investment Services, LLC ATLANTA Not listed Percentage of assets
Russell Carlson ARIA Wealth Management Dunwoody Not listed Percentage of assets, Hourly
Samuel Sweitzer Anson Analytics Tyrone CFA Percentage of assets, Hourly
Steven Wykoff Mersereau, Lazenby & Rockas Suwanee CFP Percentage of assets, Hourly
Taylor Moody Regimen Wealth Atlanta Not listed Percentage of assets, Fixed fees
Theodore Parrish Parrish Capital Kennesaw CFA Percentage of assets
Thomas Smith FAPA Financial Services Peachtree City CFP Percentage of assets, Hourly
Trevor Reece Waypoint Financial Planning Marietta Not listed Ongoing planning fee, Hourly
Veronica Dibble Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Zachary Morris Paces Ferry Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Zachary Samples LCP Institutional Atlanta CFP Percentage of assets
Aaron Jeffries Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Alexander Gambrell Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Andrew Brown Brown Wealth Management Conyers CFP Percentage of assets, Hourly
Andrew Straton Westhollow Wealth Management Milton Not listed Percentage of assets
Angelique Dumler Inlight Wealth Atlanta CFP Percentage of assets, Fixed fees

Firms headquartered in Georgia (307)

All 307 firms in Georgia