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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
Anita Bustos OAC Capital Advisors Cumming Not listed Percentage of assets, Hourly
Anuj Patel Truvestor Suwanee CFA Percentage of assets, Hourly
Aspen Townley Elevate Wealth Advisory Athens Not listed Percentage of assets, Hourly
Ben Loughery Lock Wealth Management Atlanta CFP, CRPC Percentage of assets, Fixed fees
Benjamin Esser Inlight Wealth Atlanta CFP Percentage of assets, Fixed fees
Benjamin Hall Elevate Wealth Advisory Athens Not listed Percentage of assets, Hourly
Brandy Wright Blake Financial Counsel, LLC Atlanta CDFA, CFP, MBA Percentage of assets, Fixed fees
Brent Hudson Fluid Financial Planning Columbus Not listed Percentage of assets, Flat fee or retainer
Brian Quintana Guzman Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Bryan Ruiz Harmonized Finance Atlanta CFP Percentage of assets, Fixed fees
Cameron Simonds Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Chad Lackey Beacon Financial Advisers, Inc. Conyers CFP, CPA, CPA/PFS Percentage of assets, Hourly
Christine Quillian MONTAG Wealth Management Atlanta CFP, CFA Percentage of assets
Christopher Hardy Paramount Investment Advisors Buford CFP, ChFC Percentage of assets, Hourly
Clarke Holt Elevate Wealth Advisory Athens Not listed Percentage of assets, Hourly
Cole Kliphouse Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Colleen Giffin Beall Financial Planning Macon CFP Percentage of assets, Hourly
Cornelius Davis CorneliusDavisJr.com Decatur ChFC One-time planning fee
Daniel Hannoush Pandowealth. LLC Peachtree City CFP, MS, MSFP Percentage of assets, Fixed fees
David Fountain Financial Consultants Group, Inc Cumming CFP Percentage of assets, Hourly
Deanna Bloom Elevate Wealth Advisory Athens Not listed Percentage of assets, Hourly
Desmond Quigley Quigley Financial Peachtree City CFP, EA Hourly, Fixed fees
Dianne Martin Marin Group Atlanta CFP Percentage of assets
Eleanor Quarles Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Elias Crist Inlight Wealth Atlanta CFP Percentage of assets, Fixed fees
Fredrick Standfield LIFEWATER WEALTH MANAGEMENT, LLC Atlanta CFP, CPA Percentage of assets, Hourly
Gary Stoller Elevate Wealth Advisory Athens Not listed Percentage of assets, Hourly
Gary Whitehurst Brighter Investing Atlanta Not listed Percentage of assets, Fixed fees
Hampton Clark Highbrook Capital Partners Atlanta CFA Percentage of assets, Hourly
Ike Elele CapitalWize Atlanta CFP Percentage of assets, Hourly
Jake Harvard Harvard Wealth Management Saint Simons Island CFP, CPA Not listed
James Kennedy Safe Harbor Financial Planning & Investment Advisory Statesboro CFP Percentage of assets, Hourly
James Letson Letson Investment Management Atlanta PFS Percentage of assets
Joel Harvard Harvard Wealth Management Saint Simons Island CFP, CPA Not listed
John Travis Richard Young Advisors Augusta CFP Percentage of assets
Jose Colmenarez Elevate Wealth Advisory Athens Not listed Percentage of assets, Hourly
Joseph Hardeman Elevate Wealth Advisory Athens Not listed Percentage of assets, Hourly
Kaya Ladejobi Earn Into Wealth Atlanta Not listed Ongoing planning fee
Kayla Whitaker MONTAG Wealth Management Atlanta CFP Percentage of assets
Kristin Gerdvil Turner Wealth Advisory Woodstock ChFC Percentage of assets, Hourly
Kyle Kvalheim KV Financial Advice LLC Sandy Springs CFP Percentage of assets, Hourly
Kyle Wilson Sozo Private Wealth Not listed CFP Percentage of assets
Laura Davis Financial Lab, Inc. Decatur CFP Percentage of assets, Fixed fees
Leo Rose Xception Family Office Atlanta Not listed Percentage of assets, Fixed fees
Lori Dietzler Zero Gravity Financial, LLC Atlanta CFP Hourly, Fixed fees
Mark Reagan Reagan Financial Planning Oxford Not listed Hourly
Monica Ladson Elm3 Financial Group Alpharetta Not listed Percentage of assets, Hourly
Nicholas Hoffman Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Phillip Hulme Stars & Stripes Financial Advisors Douglasville CFP, MBA Percentage of assets, Hourly
Phillip Nelson Persium Group Atlanta CFA Percentage of assets, Fixed fees

Firms headquartered in Georgia (307)

All 307 firms in Georgia