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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 Sanders Sanders & Scott Chartered Financial Consultants Watkinsville ChFC Percentage of assets
Riley Gessner Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Robert Scott Sanders & Scott Chartered Financial Consultants Watkinsville ChFC Percentage of assets
Ryan Moledor Parrish Capital Kennesaw Not listed Percentage of assets
Samuel Komitor Arkos Milton Not listed Percentage of assets, Fixed fees
Sarah Lee Holcombe Financial Atlanta Not listed Percentage of assets, Hourly
Solomon Cohen Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Stephen Hammond Christian Values Investing Statesboro Not listed Percentage of assets, Hourly
Tammy Gruen Chamberlain Financial Advisors Decatur Not listed Percentage of assets, Hourly
Thad King Cedarwood Wealth Atlanta Not listed Percentage of assets
Timothy Mersereau Mersereau, Lazenby & Rockas Suwanee ChFC Percentage of assets, Hourly
Tyler Jennings Clear Investment Research Alpharetta Not listed Percentage of assets, Hourly
Victor Gitau Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
William Gardner Arkos Milton Not listed Percentage of assets, Fixed fees
William Ginsburg Pierson Wealth Management Atlanta Not listed Percentage of assets
William Thacker Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Adam Meyer Moonstone Asset Management Brookhaven Not listed Percentage of assets
Alexei Lutsayev Persium Group Atlanta Not listed Percentage of assets, Fixed fees
Alison Gould Persium Group Atlanta Not listed Percentage of assets, Fixed fees
Amy Carcione MONTAG Wealth Management Atlanta CFA Percentage of assets
Anna Hubert Persium Group Atlanta Not listed Percentage of assets, Fixed fees
Bruce Dobbs Resources Asset Management Ellenwood Not listed Hourly
Daniel Hall Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly
David Coleman Cornerstone Investment Advisors Cumming Not listed Percentage of assets
Dino Patelis AMC Wealth Milton Not listed Percentage of assets, Hourly
Enoch Morris Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly
Francine Payne Persium Group Atlanta Not listed Percentage of assets, Fixed fees
Hakeem Webb Ncfa Douglasville Not listed Percentage of assets, Hourly
Helen Donahue MONTAG Wealth Management Atlanta CFA Percentage of assets
Hong-Tsun Simon MONTAG Wealth Management Atlanta CFA Percentage of assets
Jason Joffe Inlight Wealth Atlanta CFA Percentage of assets, Fixed fees
Joel Rabanal Persium Group Atlanta Not listed Percentage of assets, Fixed fees
John Alexander Kiker Wealth Management Watkinsville Not listed Percentage of assets, Hourly
John Darby Inlight Wealth Atlanta CFA Percentage of assets, Fixed fees
John Hanson Riverstone Advisors Atlanta CFA Percentage of assets, Fixed fees
John Lewis Willis Investment Counsel Gainesville CFA Percentage of assets
Joseph Gandolfo Factory Atlanta CFA Percentage of assets, Hourly
Katherine Brabenec Firethorn Wealth Partners Atlanta Not listed Percentage of assets, Hourly
Kenneth Shaw MONTAG Wealth Management Atlanta CFA Percentage of assets
Kenneth Simpson Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Kevin Sweeney Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Kimberly Brown Persium Group Atlanta Not listed Percentage of assets, Fixed fees
Manish Patel BluePrint Private Wealth Management Alpharetta Not listed Percentage of assets, Fixed fees
Marvin Riddle Rev Capital Marietta Not listed Percentage of assets
Matthew Hudgins Mosaic Wealth Management Atlanta CFA Percentage of assets, Fixed fees
Olga Lee MONTAG Wealth Management Atlanta CFA Percentage of assets
Patrick Ungashick Persium Group Atlanta Not listed Percentage of assets, Fixed fees
Paul Kiker Kiker Wealth Management Jasper Not listed Percentage of assets, Hourly
Prasanna Srinivasan Opti Bloom Advisors Alpharetta Not listed Percentage of assets, Hourly
Raymond Prophater Persium Group Atlanta Not listed Percentage of assets, Fixed fees

Firms headquartered in Georgia (307)

All 307 firms in Georgia