Fee-only financial advisors in Atlanta, Georgia
Which fee-only financial advisor should I talk to in Atlanta?
Start with a fee-only advisor in Atlanta whose record matches what you need, then check their fees and SEC record before you call. Records to start with include David Clarken of FWI Wealth Management, Michael Schell of Pathway Financial Advisors, LLC and Christine Quillian of MONTAG Wealth Management, 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.
- David Clarken FWI Wealth Management Holds the CFP, CFA and EA. Fees on file: percentage of assets, one-time planning fee.
- Michael Schell Pathway Financial Advisors, LLC Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
- Christine Quillian MONTAG Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets.
- John Huber Financial Discovery Group Holds the CFP and CFA. Fees on file: percentage of assets.
- Lauren Way Elwood & Goetz Wealth Advisory Group, LLC Holds the CFP and CFA. Fees on file: percentage of assets.
- Fredrick Standfield LIFEWATER WEALTH MANAGEMENT, LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 338
- Firms
- 129
- Cities
- 2
- Hold the CFP
- 32%
- Other credentials: CFA 18% · CPA 1% · EA 1%
- How they charge (of 337 with fees on file): percentage of assets 96% · fixed fees 76% · hourly 29% · performance-based fees 13%
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 Atlanta by what you need
Find an advisor in Georgia by fee, assets, or credential
Questions about fee-only advisors in Atlanta
How many fee-only advisors in Atlanta are there?
The Wellspent public graph lists 338 fee-only advisors in Atlanta, at 129 firms. We counted every advisor record that fits, as of November 2026.
What do fee-only advisors in Atlanta focus on?
The most common focus among fee-only advisors in Atlanta is founders (74), followed by retirement planning (72) and estate planning (68). Advisors can list more than one.
How do fee-only advisors in Atlanta charge?
The most common fee among fee-only advisors in Atlanta is a percentage of assets, used by 96% of the 337 with fees on file. Many use more than one: 76% charge fixed fees and 29% charge by the hour.
How much do fee-only financial advisors charge in Atlanta?
Fee-only financial advisors in Atlanta charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 11 Atlanta firms.
How much does a one-time financial plan cost in Atlanta?
A one-time financial plan from a fee-only firm in Atlanta has a median price of $3,850. We found this across the published prices of 7 Atlanta firms.
How many fee-only advisors in Atlanta hold the CFP?
32% of the 338 fee-only advisors in Atlanta 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 Atlanta?
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 338 advisors in Atlanta
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Chloe Moore | Financial Staples | Atlanta | CFP | Ongoing planning fee, Flat fee or retainer |
| Trevor Gunter | Four Pines Financial LLC | Atlanta | CFP | Percentage of assets, Ongoing planning fee |
| Daniel Mahoney | True Square Financial LLC | Atlanta | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Helen Ngo | Capital Benchmark Partners, LLC | Atlanta | CFP | Percentage of assets, Hourly |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Contey Smith | Motus Wealth Management, LLC | Atlanta | CFP | Percentage of assets, Fixed fees |
| Michael Schell | Pathway Financial Advisors, LLC | Atlanta | CFP, EA, CPA/PFS, MBA | Percentage of assets, Hourly |
| Christopher Williams Fixed-fee comprehensive financial plans for individuals and families from a solo planner with a CPA background. | Inceptive Financial | Atlanta | CPA | Subscription, One-time planning fee |
| David Clarken | FWI Wealth Management | Atlanta | CFA, CFP, EA | Percentage of assets, One-time planning fee |
| Robert Stowe Flat-fee, advice-only retirement planning for STEM professionals and educators who want to keep control of their own accounts. | Foxholm Financial | Atlanta | AAMS | One-time planning fee, Hourly |
| Lori Eason | Alder Financial Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Robert Schultz | Rollins Financial Advisors, LLC | Atlanta | CFP, ChFC | Percentage of assets |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jessica Sherrill | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Kaitlin Theobald | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Kathy Weese | Nora Wealth | Atlanta | CFP | Percentage of assets, One-time planning fee |
| Mark Sheerin | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Theodore Noble | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| William Hutchins | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Andres Romero | E2E Financial | Atlanta | CFP, ChFC | Ongoing planning fee |
| Cort Haber | Xception Family Office | Atlanta | CFP | Percentage of assets, Fixed fees |
| James White Jr. Wealth advisory services for high-earning CRE Professionals. | Forty Two Wealth LLC | Atlanta | CFP | Percentage of assets, Flat fee or retainer |
| Jennifer Kramer | Jayco Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Jennifer Odom | Chastain Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Larren Odom | Chastain Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Nirvanna Silva Novelo | Nicholas Hoffman & Company | Atlanta | CFP | Percentage of assets, Fixed fees |
| Russell Wood | Nicholas Hoffman & Company | Atlanta | CFP | Percentage of assets, Fixed fees |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
| Alexander Alba | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Caroline McInerney | HWM Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Christian Koch | KAM South | Atlanta | CFP | One-time planning fee |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Jessica Morris | CMA Financial Services | Atlanta | CFP | Percentage of assets, Fixed fees |
| Joseph Abboud | Rinzler Capital | Atlanta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Juwon Hill | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Kevin Manning | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Marshall Brannock | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Melissa Phillippi | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Nathan Hoyt | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Rebecca Stone | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Russell Holcombe | Holcombe Financial | Atlanta | CFP | Percentage of assets, Hourly |
| Carey Blakley | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
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