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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
Thomas Windom CapitalWize Atlanta Not listed Percentage of assets, Hourly
Tiffany NgChiuHingNing Horse Cove Partners Atlanta Not listed Percentage of assets, Fixed fees
Tracey Patton Willis Investment Counsel Gainesville Not listed Percentage of assets
Victor Onate Prometheus Wealth Management Evans Not listed Percentage of assets
Vipul Gondalia FinAcura Advisory Cumming Not listed Percentage of assets, Hourly
Zachary Albanese Richard Young Advisors Augusta Not listed Percentage of assets
Adam Hill Resurgent Advisors Atlanta CFP Percentage of assets, Hourly
Albert Browning Integras Partners Alpharetta CFP Percentage of assets
Allison Daines Journey Beyond Wealth Roswell CFP Percentage of assets, Fixed fees
Amy Artiga Guide Financial Planning Cumming CFP Percentage of assets, Fixed fees
Amy Mawson Minerva Planning Group Decatur CFP Percentage of assets, Hourly
Andrew Hamm Summit Private Wealth Acworth CFP Percentage of assets, Fixed fees
Andrew Toering QM Advisors Peachtree City CFP Percentage of assets, Hourly
Beau Davis Bluechip Wealth Advisors Milton CFP Percentage of assets, Hourly
Benjamin Crowe Marietta Wealth Management Marietta CFP, CFA Percentage of assets, Hourly
Billy Loveless George M. Hiller Companies Atlanta CFP Percentage of assets, Hourly
Bradley Barger Weaver Capital Management Suwanee CFP, ChFC Percentage of assets, Fixed fees
Bradley McGrew Waypoint Wealth Counsel Atlanta CFP Percentage of assets, Hourly
Brenda Sakon Francis Financial Decatur CFP Percentage of assets, Hourly
Bryan Totri ST. John & Associates Roswell CFP Percentage of assets, Hourly
Caleb Crawley Pandowealth. Peachtree City CFP Percentage of assets, Fixed fees
Cara Marinovich Marietta Wealth Management Marietta CFP Percentage of assets, Hourly
Carl Macko Synergy Capital Management Atlanta CFP Percentage of assets, Hourly
Caroline Jones Bluesky Wealth Advisors Acworth CFP Hourly, Fixed fees
Carolyn Flournoy Financial Consultants Group Cumming CFP Percentage of assets, Hourly
Cathal Carson American Financial Advisors, LLC. Marietta CFP Percentage of assets, Hourly
Catherine Morgan Access Planning Partners Alpharetta CFP Percentage of assets, Hourly
Charles Holloway Marietta Wealth Management Marietta CFP Percentage of assets, Hourly
Charlotte Disley Cahaba Wealth Management Atlanta CFP Percentage of assets, Fixed fees
Cheyney Scarbrough Archer Investment Management Lyons CFP Percentage of assets
Christine Larson-Postel Minerva Planning Group Decatur CFP Percentage of assets, Hourly
Christopher Conkell Cahaba Wealth Management Atlanta CFP Percentage of assets, Fixed fees
Connor Jones Wealth Science Advisors Alpharetta CFP Percentage of assets, Hourly
Crawford Asman Cahaba Wealth Management Atlanta CFP Percentage of assets, Fixed fees
Daniel O'Rourke Strathmore Capital Advisors Pooler CFP Percentage of assets, Fixed fees
Darren Beck Pathway Financial Advisors Atlanta CFP Percentage of assets, Hourly
David Boone Atlanta Wealth Management Atlanta CFP Percentage of assets, Hourly
David Moore Gien Capital Management Alpharetta CFP Percentage of assets, Fixed fees
David Smith Bluechip Wealth Advisors Milton CFP Percentage of assets, Hourly
Debbie Montgomery Maple Capital Management Marietta CFP Percentage of assets
Derrick Lowery Brookwood Wealth Advisors Cartersville CFP Percentage of assets, Hourly
Dewitt Weaver Weaver Capital Management Suwanee CFP Percentage of assets, Fixed fees
Donald Ruffin Park Square Financial Group Roswell CFP Percentage of assets, Hourly
Donald Wilson Pandowealth. Tucker CFP, CFA Percentage of assets, Fixed fees
Douglas McDuffie Buckhead Capital Management Atlanta CFP Percentage of assets, Fixed fees
Eugene McManus AP Wealth Management Augusta CFP, PFS Percentage of assets, Hourly
Eugene McManus AP Wealth Management Augusta CFP Percentage of assets, Hourly
Felicia Voloschin Life's Business Atlanta CFP Percentage of assets, Hourly
Frank Johnson Hanover Advisors Marieta CFP Percentage of assets
Gary Burger Park Square Financial Group Buford CFP Percentage of assets, Hourly

Firms headquartered in Georgia (307)

All 307 firms in Georgia