Fee-only financial advisors in Alpharetta, Georgia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jason Lina Golden Bell Holds the CFP and CFA. Fees on file: percentage of assets.
- G. Christian Mauser ATLas Investment Advisors Holds the CFP. Fees on file: percentage of assets.
- Jamie Stolz TandemGrowth Financial Advisors Holds the CFP. Fees on file: percentage of assets.
- Albert Browning Integras Partners Holds the CFP. Fees on file: percentage of assets.
- Patrick Dailey Capital Endurance Group Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Lee Hollingsworth American Wealth Management Holds the CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 57
- Firms
- 26
- Hold the CFP
- 40%
- Other credentials: CFA 11% · ChFC 4%
- How they charge (of 57 with fees on file): percentage of assets 100% · hourly 53% · fixed fees 46%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Alpharetta by what you need
Find an advisor in Georgia by fee, assets, or credential
Questions about fee-only advisors in Alpharetta
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.
All 57 advisors in Alpharetta
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| G. Christian Mauser | ATLas Investment Advisors | Alpharetta | CFP, CIMA, CRC, CRPC | Percentage of assets |
| Jamie Stolz | TandemGrowth Financial Advisors | Alpharetta | CFP | Percentage of assets |
| Jason Lina | Golden Bell | Alpharetta | CFP, CFA | Percentage of assets |
| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Margaret Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| Stacey Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| Anthony Austreng | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Carson Fields | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| John Ellis | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Stephen Amason | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Charles Ambroselli | LCP Institutional | Alpharetta | CFP | Percentage of assets |
| Mona Kuhlman | TandemGrowth Financial Advisors | Alpharetta | Not listed | Percentage of assets |
| Monica Ladson | Elm3 Financial Group | Alpharetta | Not listed | Percentage of assets, Hourly |
| Charles Arnold | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Cody Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Jeff Wills | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Joseph Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Tyler Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Manish Patel | BluePrint Private Wealth Management | Alpharetta | Not listed | Percentage of assets, Fixed fees |
| Prasanna Srinivasan | Opti Bloom Advisors | Alpharetta | Not listed | Percentage of assets, Hourly |
| Henry Yin | Long Faith Capital | Alpharetta | Not listed | Percentage of assets, Hourly |
| Albert Browning | Integras Partners | Alpharetta | CFP | Percentage of assets |
| Catherine Morgan | Access Planning Partners | Alpharetta | CFP | Percentage of assets, Hourly |
| Connor Jones | Wealth Science Advisors | Alpharetta | CFP | Percentage of assets, Hourly |
| David Moore | Gien Capital Management | Alpharetta | CFP | Percentage of assets, Fixed fees |
| George Mauser | Atlas Investment Advisors | Alpharetta | CFP | Percentage of assets, Fixed fees |
| James Daniel | The Advisory Firm | Alpharetta | CFP | Percentage of assets, Fixed fees |
| James Exley | Wealth Science Advisors | Alpharetta | CFP | Percentage of assets, Hourly |
| Margaret Bowen | Fee-Only Financial Planning, L.C. | Alpharetta | CFP | Percentage of assets, Hourly |
| Patrick Dailey | Capital Endurance Group | Alpharetta | CFP | Percentage of assets, Fixed fees |
| Rebecca Richardson | Atlas Investment Advisors | Alpharetta | CFP | Percentage of assets, Fixed fees |
| Rhett Exley | Wealth Science Advisors | Alpharetta | CFP, ChFC | Percentage of assets, Hourly |
| Sarah Pryor | Wealth Science Advisors | Alpharetta | CFP | Percentage of assets, Hourly |
| Lee Hollingsworth | American Wealth Management | Alpharetta | CFA | Percentage of assets, Hourly |
| Macarther Plumart | MRP Capital Investments | Alpharetta | CFA | Percentage of assets |
| Michal-Erin Frushell | Integras Partners | Alpharetta | CFA | Percentage of assets |
| Stephen Davenport | Circa Capital | Alpharetta | CFA | Percentage of assets, Hourly |
| Travis Raish | Circa Capital | Alpharetta | CFA | Percentage of assets, Hourly |
| Carly O'Brien | Wealth Science Advisors | Alpharetta | Not listed | Percentage of assets, Hourly |
| Craig Jennings | Safewater Investment Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Donald Whalen | Versailles Financial | Alpharetta | Not listed | Percentage of assets, Hourly |
| Elizabeth Hamilton-Walker | Wealth Science Advisors | Alpharetta | Not listed | Percentage of assets, Hourly |
| Gavin Borzello | American Wealth Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Jerome Borzello | American Wealth Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Keith Johnson | Integras Partners | Alpharetta | Not listed | Percentage of assets |
| Kevin Hauser | American Wealth Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Kristin Mauger | Gien Capital Management | Alpharetta | Not listed | Percentage of assets, Fixed fees |
| Kurt Grimmer | American Wealth Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Langdon Hollingsworth | American Wealth Management | Alpharetta | Not listed | Percentage of assets, Hourly |
| Miguel Rivas | Maple Capital Management | Alpharetta | Not listed | Percentage of assets |
Want a shorter list in Alpharetta?
Tell us what you need and we'll narrow Alpharetta's 57 advisors to the few who fit.
Get matched in 2 minutes