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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
Preston Wilkie Elevate Wealth Advisory Athens Not listed Percentage of assets, Hourly
Ray Padron CI Brightworth Private Wealth Atlanta CFP, ChFC, CIMA, CLU Not listed
Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence Wealthcare for Women Atlanta Not listed Percentage of assets, Flat fee or retainer
Sally Shelton Marbella Wealth Advisory Group, LLC Atlanta CFP Percentage of assets, Fixed fees
Scott MacKenzie Private Family Wealth Advisors Atlanta CFP, CIMA, CLU, MBA Percentage of assets, Fixed fees
Stephen Griner Persium Group Atlanta CFA Percentage of assets, Fixed fees
Thomas Keenan MONTAG Wealth Management Atlanta CFP Percentage of assets
Tiffany Kent Wealth Engagement Atlanta CFP Percentage of assets
Troy Harmon Due West Wealth Advisors Marietta CFA Percentage of assets, Hourly
Walter Marbert Richard Young Advisors Augusta CFP Percentage of assets
Will Holdren Xception Family Office Atlanta Not listed Percentage of assets, Fixed fees
Adrian Lyles Lyles Wealth Management Calhoun Not listed Percentage of assets
Alex Foster AF Capital Management Marietta Not listed Percentage of assets, Hourly
Alexander Johnson Holcombe Financial Atlanta Not listed Percentage of assets, Hourly
Allison Mitchamore WealthWise Financial Solutions Snellville CFA Hourly
Anthony Mensah Mensah Finance Group Atlanta Not listed Percentage of assets, Hourly
Beth Conklin Paces Ferry Wealth Advisors Atlanta ChFC Percentage of assets, Fixed fees
Brian Carter Pierson Wealth Management Atlanta Not listed Percentage of assets
Carmen Laster Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Caroline Caldwell Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Charles Arnold Forthright Wealth Management Alpharetta Not listed Percentage of assets
Charles Shiver Arkos Milton Not listed Percentage of assets, Fixed fees
Clark Brown Hello Wealth Financial Advisors Athens Not listed Percentage of assets, Hourly
Clifton Dortch Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Cody Jennings Clear Investment Research Alpharetta Not listed Percentage of assets, Hourly
David Hammond Christian Values Investing Statesboro Not listed Percentage of assets, Hourly
Elizabeth Meeks Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Emily Raymond Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Grayson Shaw Christian Values Investing Statesboro Not listed Percentage of assets, Hourly
Hayley Brown Hello Wealth Financial Advisors Athens Not listed Percentage of assets, Hourly
James Pritchett Fouts Law Group Woodstock Not listed Percentage of assets, Fixed fees
Jeff Wills Forthright Wealth Management Alpharetta Not listed Percentage of assets
Jeffrey Fouts Fouts Law Group Elijay Not listed Percentage of assets, Fixed fees
Jeffrey Kirkpatrick Dovetail Financial Duluth Not listed Ongoing planning fee
Jennifer Lackey Relativity Capital Advisors Greensboro Not listed Percentage of assets, Hourly
John Cole LKL Advisors Atlanta Not listed Percentage of assets, Flat fee or retainer
Joseph Feste KM Capital Management Atlanta Not listed Percentage of assets, Fixed fees
Joseph Jennings Clear Investment Research Alpharetta Not listed Percentage of assets, Hourly
Joseph Singer HC Advisors Sandy Springs Not listed Percentage of assets
Joshua Chamberlain Chamberlain Financial Advisors Decatur Not listed Percentage of assets, Hourly
Joshua Cochran Cochran Wealth Atlanta CFA Percentage of assets, Hourly
Katherine Battey Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Kevin Murdock Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Kristin Vano Anson Analytics Atlanta Not listed Percentage of assets, Hourly
Kurt Lofters Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Larry Baugh Baugh & Associates Atlanta CFA Percentage of assets
Lily Hsieh HC Advisors Sandy Springs Not listed Percentage of assets
Matthew Raines Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Michael Pearson Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Natalie Gallo Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees

Firms headquartered in Georgia (307)

All 307 firms in Georgia