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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
Richard Bond Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly
Robert Snelgrove Kiker Wealth Management Jasper Not listed Percentage of assets, Hourly
Robert Willis Willis Investment Counsel Gainesville CFA Percentage of assets
Scott Letson Letson Investment Management Atlanta Not listed Percentage of assets
William Abolghassem Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
William Downey Rev Capital Marietta Not listed Percentage of assets
Ahmed Mahmood Wakil Wealth Advisory Lawrenceville Not listed Percentage of assets, Fixed fees
Alexander Duncan MCAP Investment Management Woodstock Not listed Percentage of assets
Benjamin Laufer Paces Ferry Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Bernard Lanigan Southeast Asset Advisors Thomasville Not listed Percentage of assets, Hourly
Christopher Wilson LCP Institutional Atlanta Not listed Percentage of assets
Derek Baugh Baugh & Associates Atlanta Not listed Percentage of assets
Dustin Cantrell Cantrell & Associates Kennesaw Not listed Percentage of assets
Eric Holcomb Holcomb Financial Canton Not listed Hourly
Jackson Metzger Paces Ferry Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Jonathan White Pearson Investment Management Sandy Springs Not listed Percentage of assets, Hourly
Joshua Weidie Paces Ferry Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Kristin Carlin FERN Impact Duluth Not listed Percentage of assets, Fixed fees
Max Kulyk Chicory Wealth Decatur Not listed Percentage of assets, Fixed fees
Michelle Jackson Chicory Wealth Decatur Not listed Percentage of assets, Fixed fees
Nicholas Houston Cantrell & Associates Kennesaw Not listed Percentage of assets
Sandra Myburgh FERN Impact Duluth Not listed Percentage of assets, Fixed fees
Tina Tyson Chicory Wealth Decatur Not listed Percentage of assets, Fixed fees
Abigail Gibson Richard Young Advisors Augusta Not listed Percentage of assets
Albert Akpaloo CapitalWize Atlanta Not listed Percentage of assets, Hourly
Alexandra Kent Wealth Engagement Atlanta Not listed Percentage of assets
Brendan Wagner MONTAG Wealth Management Atlanta Not listed Percentage of assets
Carlos Bonilla Grajales CapitalWize Atlanta Not listed Percentage of assets, Hourly
Cayla Orris Theory Planning Partners Woodstock Not listed Percentage of assets, Fixed fees
Da-Zha Jones CapitalWize Atlanta Not listed Percentage of assets, Hourly
Devin Alphin CapitalWize Atlanta Not listed Percentage of assets, Hourly
Gregory Brennan Horse Cove Partners Atlanta Not listed Percentage of assets, Fixed fees
Gregory St. John St. John & Associates, Inc. Roswell Not listed Percentage of assets, Hourly
Henry Yin Long Faith Capital Alpharetta Not listed Percentage of assets, Hourly
James Beall Beall Financial Planning Macon Not listed Percentage of assets, Hourly
James Kilroy Willis Investment Counsel Gainesville Not listed Percentage of assets
John Travis Richard Young Advisors Augusta Not listed Percentage of assets
Joshua Marbert Richard Young Advisors Augusta Not listed Percentage of assets
Joshua Thomson Cornerstone Wealth Partners Peachtree City Not listed Percentage of assets, Fixed fees
Justin Folsom Richard Young Advisors Augusta Not listed Percentage of assets
Kelli Wright Willis Investment Counsel Gainesville Not listed Percentage of assets
Kenny Conwell CapitalWize Atlanta Not listed Percentage of assets, Hourly
Lawrence Mendel MONTAG Wealth Management Atlanta Not listed Percentage of assets
Marcus Gustafsson Gustafsson Wealth Management Canton Not listed Percentage of assets
Matthew Williams Riverstone Advisors Atlanta Not listed Percentage of assets, Fixed fees
Michael Smith MONTAG Wealth Management Atlanta Not listed Percentage of assets
Portia Ryan-Gerton Transformation Wealth Management Atlanta Not listed One-time planning fee, Ongoing planning fee
Richard Whitehead Willis Investment Counsel Gainesville Not listed Percentage of assets
Ryan Borders Richard Young Advisors Augusta Not listed Percentage of assets
Sanjay Puri Infinity Wealthcare Cumming Not listed One-time planning fee, Ongoing planning fee

Firms headquartered in Georgia (307)

All 307 firms in Georgia