# Fee-only financial advisors in Alpharetta, Georgia > Start with a fee-only advisor in Alpharetta whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jason Lina of Golden Bell, G. Christian Mauser of ATLas Investment Advisors and Jamie Stolz of TandemGrowth Financial Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/georgia/alpharetta/ 57 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Alpharetta? Start with a fee-only advisor in Alpharetta whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jason Lina of Golden Bell, G. Christian Mauser of ATLas Investment Advisors and Jamie Stolz of TandemGrowth Financial Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Alpharetta are there? The Wellspent public graph lists 57 fee-only advisors in Alpharetta, at 26 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Alpharetta focus on? The most common focus among fee-only advisors in Alpharetta is retirement planning (18), followed by estate planning (12) and people close to retirement (10). Advisors can list more than one. ## How do fee-only advisors in Alpharetta charge? All 57 fee-only advisors in Alpharetta with fees on file charge a percentage of assets. Many use more than one: 53% charge by the hour and 46% charge fixed fees. ## How much do fee-only financial advisors charge in Georgia? Fee-only financial advisors in Georgia charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 25 Georgia firms. ## How many fee-only advisors in Alpharetta hold the CFP? 40% of the 57 fee-only advisors in Alpharetta hold the CFP certification, based on the credentials listed on each record. ## Does Georgia tax income on top of federal tax? Yes. Georgia has a state income tax, so a financial plan for a Georgia resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Alpharetta? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser.md) | ATLas Investment Advisors | Alpharetta, Georgia | CFP, CIMA, CRC, CRPC, Retirement Management Advisor | Percentage of assets | | [Jamie Stolz](https://find.wellspent.co/advisors/jamie-stolz.md) | TandemGrowth Financial Advisors | Alpharetta, Georgia | CFP | Percentage of assets | | [Jason Lina](https://find.wellspent.co/advisors/jason-lina.md) | Golden Bell | Alpharetta, Georgia | CFP, CFA | Percentage of assets | | [Jon Bernier](https://find.wellspent.co/advisors/jon-bernier.md) | TandemGrowth Financial Advisors | Alpharetta, Georgia | CFP, ChFC | Percentage of assets | | [Margaret Nickens](https://find.wellspent.co/advisors/margaret-nickens.md) | Elm3 Financial Group | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Stacey Nickens](https://find.wellspent.co/advisors/stacey-nickens.md) | Elm3 Financial Group | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Austreng](https://find.wellspent.co/advisors/anthony-austreng.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Carson Fields](https://find.wellspent.co/advisors/carson-fields.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [John Ellis](https://find.wellspent.co/advisors/john-ellis.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Stephen Amason](https://find.wellspent.co/advisors/stephen-amason.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Charles Ambroselli](https://find.wellspent.co/advisors/charles-ambroselli.md) | LCP Institutional | Alpharetta, Georgia | CFP | Percentage of assets | | [Mona Kuhlman](https://find.wellspent.co/advisors/mona-kuhlman.md) | TandemGrowth Financial Advisors | Alpharetta, Georgia | | Percentage of assets | | [Monica Ladson](https://find.wellspent.co/advisors/monica-ladson.md) | Elm3 Financial Group | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Charles Arnold](https://find.wellspent.co/advisors/charles-arnold.md) | Forthright Wealth Management | Alpharetta, Georgia | | Percentage of assets | | [Cody Jennings](https://find.wellspent.co/advisors/cody-jennings.md) | Clear Investment Research | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Jeff Wills](https://find.wellspent.co/advisors/jeff-wills.md) | Forthright Wealth Management | Alpharetta, Georgia | | Percentage of assets | | [Joseph Jennings](https://find.wellspent.co/advisors/joseph-jennings-2129130.md) | Clear Investment Research | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Tyler Jennings](https://find.wellspent.co/advisors/tyler-jennings.md) | Clear Investment Research | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Manish Patel](https://find.wellspent.co/advisors/manish-patel.md) | BluePrint Private Wealth Management | Alpharetta, Georgia | | Percentage of assets, Fixed fees | | [Prasanna Srinivasan](https://find.wellspent.co/advisors/prasanna-srinivasan.md) | Opti Bloom Advisors | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Henry Yin](https://find.wellspent.co/advisors/henry-yin.md) | Long Faith Capital | Alpharetta, Georgia | | Percentage of assets, Hourly | | [Albert Browning](https://find.wellspent.co/advisors/albert-browning.md) | Integras Partners | Alpharetta, Georgia | CFP | Percentage of assets | | [Catherine Morgan](https://find.wellspent.co/advisors/catherine-morgan.md) | Access Planning Partners | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Connor Jones](https://find.wellspent.co/advisors/connor-jones.md) | Wealth Science Advisors | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [David Moore](https://find.wellspent.co/advisors/david-moore.md) | Gien Capital Management | Alpharetta, Georgia | CFP | Percentage of assets, Fixed fees | | [George Mauser](https://find.wellspent.co/advisors/george-mauser.md) | Atlas Investment Advisors | Alpharetta, Georgia | CFP | Percentage of assets, Fixed fees | | [James Daniel](https://find.wellspent.co/advisors/james-daniel.md) | The Advisory Firm | Alpharetta, Georgia | CFP | Percentage of assets, Fixed fees | | [James Exley](https://find.wellspent.co/advisors/james-exley.md) | Wealth Science Advisors | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Margaret Bowen](https://find.wellspent.co/advisors/margaret-bowen.md) | Fee-Only Financial Planning, L.C. | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick Dailey](https://find.wellspent.co/advisors/patrick-dailey.md) | Capital Endurance Group | Alpharetta, Georgia | CFP | Percentage of assets, Fixed fees | | [Rebecca Richardson](https://find.wellspent.co/advisors/rebecca-richardson.md) | Atlas Investment Advisors | Alpharetta, Georgia | CFP | Percentage of assets, Fixed fees | | [Rhett Exley](https://find.wellspent.co/advisors/rhett-exley.md) | Wealth Science Advisors | Alpharetta, Georgia | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Sarah Pryor](https://find.wellspent.co/advisors/sarah-pryor.md) | Wealth Science Advisors | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Lee Hollingsworth](https://find.wellspent.co/advisors/lee-hollingsworth.md) | American Wealth Management | Alpharetta, Georgia | CFA | Percentage of assets, Hourly | | [Macarther Plumart](https://find.wellspent.co/advisors/macarther-plumart.md) | MRP Capital Investments | Alpharetta, Georgia | CFA | Percentage of assets | | [Michal-Erin Frushell](https://find.wellspent.co/advisors/michal-erin-frushell.md) | Integras Partners | Alpharetta, Georgia | CFA | Percentage of assets | | [Stephen Davenport](https://find.wellspent.co/advisors/stephen-davenport.md) | Circa Capital | Alpharetta, Georgia | CFA | Percentage of assets, Hourly | | [Travis Raish](https://find.wellspent.co/advisors/travis-raish.md) | Circa Capital | Alpharetta, Georgia | CFA | Percentage of assets, Hourly | | [Carly O'Brien](https://find.wellspent.co/advisors/carly-o-brien.md) | Wealth Science Advisors | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Craig Jennings](https://find.wellspent.co/advisors/craig-jennings.md) | Safewater Investment Management | Alpharetta, Georgia | | Percentage of assets, Hourly | | [Donald Whalen](https://find.wellspent.co/advisors/donald-whalen.md) | Versailles Financial | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Hamilton-Walker](https://find.wellspent.co/advisors/elizabeth-hamilton-walker.md) | Wealth Science Advisors | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Gavin Borzello](https://find.wellspent.co/advisors/gavin-borzello.md) | American Wealth Management | Alpharetta, Georgia | | Percentage of assets, Hourly | | [Jerome Borzello](https://find.wellspent.co/advisors/jerome-borzello.md) | American Wealth Management | Alpharetta, Georgia | | Percentage of assets, Hourly | | [Keith Johnson](https://find.wellspent.co/advisors/keith-johnson.md) | Integras Partners | Alpharetta, Georgia | | Percentage of assets | | [Kevin Hauser](https://find.wellspent.co/advisors/kevin-hauser.md) | American Wealth Management | Alpharetta, Georgia | | Percentage of assets, Hourly | | [Kristin Mauger](https://find.wellspent.co/advisors/kristin-mauger.md) | Gien Capital Management | Alpharetta, Georgia | | Percentage of assets, Fixed fees | | [Kurt Grimmer](https://find.wellspent.co/advisors/kurt-grimmer.md) | American Wealth Management | Alpharetta, Georgia | | Percentage of assets, Hourly | | [Langdon Hollingsworth](https://find.wellspent.co/advisors/langdon-hollingsworth.md) | American Wealth Management | Alpharetta, Georgia | | Percentage of assets, Hourly | | [Miguel Rivas](https://find.wellspent.co/advisors/miguel-rivas.md) | Maple Capital Management | Alpharetta, Georgia | | Percentage of assets | | [Owen Blank](https://find.wellspent.co/advisors/owen-blank.md) | Safewater Investment Management | Alpharetta, Georgia | | Percentage of assets, Hourly | | [Patrick Volpe](https://find.wellspent.co/advisors/patrick-volpe.md) | Brooke Forest Capital | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Paul Damm](https://find.wellspent.co/advisors/paul-damm.md) | MRP Capital Investments | Alpharetta, Georgia | | Percentage of assets | | [Richard Miller](https://find.wellspent.co/advisors/richard-miller.md) | American Wealth Management | Alpharetta, Georgia | | Percentage of assets, Hourly | | [Suzanne Doyle](https://find.wellspent.co/advisors/suzanne-doyle.md) | Incompass Financial Partners | Alpharetta, Georgia | | Percentage of assets, Fixed fees | | [Taylor Malone](https://find.wellspent.co/advisors/taylor-malone.md) | Wealth Science Advisors | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Thomas Kozelka](https://find.wellspent.co/advisors/thomas-kozelka.md) | Integras Partners | Alpharetta, Georgia | | Percentage of assets | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).