# Fee-only financial advisors in Marietta, Georgia > Start with a fee-only advisor in Marietta whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Casey Smith of Wiser Wealth Management, Inc., Benjamin Crowe of Marietta Wealth Management and Anne Simpson of Kenwyck Capital, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/georgia/marietta/ 48 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 Marietta? Start with a fee-only advisor in Marietta whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Casey Smith of Wiser Wealth Management, Inc., Benjamin Crowe of Marietta Wealth Management and Anne Simpson of Kenwyck Capital, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Marietta are there? The Wellspent public graph lists 48 fee-only advisors in Marietta, at 23 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Marietta focus on? The most common focus among fee-only advisors in Marietta is retirement planning (4), followed by retirees (4) and people close to retirement (4). Advisors can list more than one. ## How do fee-only advisors in Marietta charge? The most common fee among fee-only advisors in Marietta is a percentage of assets, used by 96% of the 48 with fees on file. Many use more than one: 71% charge by the hour and 38% 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 Marietta hold the CFP? 38% of the 48 fee-only advisors in Marietta 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 Marietta? 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 | |---|---|---|---|---| | [Casey Smith](https://find.wellspent.co/advisors/casey-smith.md) | Wiser Wealth Management, Inc. | Marietta, Georgia | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Thomas Cloud](https://find.wellspent.co/advisors/thomas-cloud.md) | Third Act Retirement Planning, Inc. | Marietta, Georgia | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly, Fixed fees | | [Anne Simpson](https://find.wellspent.co/advisors/anne-simpson.md) | Kenwyck Capital, LLC | Marietta, Georgia | CFP, AAMS | Hourly, Ongoing planning fee, Percentage of assets, Flat fee or retainer | | [Andy Avera](https://find.wellspent.co/advisors/andy-avera.md) | Journey Beyond Wealth | Marietta, Georgia | CFP, CAP | Percentage of assets, Fixed fees | | [Derek Hughes](https://find.wellspent.co/advisors/derek-hughes.md) | Hughes & Company | Marietta, Georgia | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Clark Jeffries](https://find.wellspent.co/advisors/clark-jeffries.md) | Jeffries Wealth | Marietta, Georgia | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Trevor Reece](https://find.wellspent.co/advisors/trevor-reece.md) | Waypoint Financial Planning | Marietta, Georgia | | Ongoing planning fee, Hourly | | [Troy Harmon](https://find.wellspent.co/advisors/troy-harmon.md) | Due West Wealth Advisors | Marietta, Georgia | CFA | Percentage of assets, Hourly | | [Alex Foster](https://find.wellspent.co/advisors/alex-foster.md) | AF Capital Management | Marietta, Georgia | | Percentage of assets, Hourly | | [Marvin Riddle](https://find.wellspent.co/advisors/marvin-riddle.md) | Rev Capital | Marietta, Georgia | | Percentage of assets | | [William Downey](https://find.wellspent.co/advisors/william-downey.md) | Rev Capital | Marietta, Georgia | | Percentage of assets | | [Benjamin Crowe](https://find.wellspent.co/advisors/benjamin-crowe.md) | Marietta Wealth Management | Marietta, Georgia | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Cara Marinovich](https://find.wellspent.co/advisors/cara-marinovich.md) | Marietta Wealth Management | Marietta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Cathal Carson](https://find.wellspent.co/advisors/cathal-carson.md) | American Financial Advisors, LLC. | Marietta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Holloway](https://find.wellspent.co/advisors/charles-holloway.md) | Marietta Wealth Management | Marietta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Debbie Montgomery](https://find.wellspent.co/advisors/debbie-montgomery.md) | Maple Capital Management | Marietta, Georgia | CFP | Percentage of assets | | [Frank Johnson](https://find.wellspent.co/advisors/frank-johnson.md) | Hanover Advisors | Marieta, Georgia | CFP | Percentage of assets | | [Harrison Fish](https://find.wellspent.co/advisors/harrison-fish.md) | Narwhal Capital Management | Marietta, Georgia | CFP | Percentage of assets, Hourly | | [Larry Burnette](https://find.wellspent.co/advisors/larry-burnette.md) | Hanover Advisors | Marietta, Georgia | CFP | Percentage of assets | | [Lisa Garris](https://find.wellspent.co/advisors/lisa-garris.md) | Marietta Wealth Management | Marietta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Shawna Theriault](https://find.wellspent.co/advisors/shawna-theriault.md) | Wiser Wealth Management | Marietta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Tonya Hall](https://find.wellspent.co/advisors/tonya-hall.md) | Hall Financial Advisors | Marietta, Georgia | CFP | Percentage of assets, Hourly | | [Wesley Hackney](https://find.wellspent.co/advisors/wesley-hackney.md) | Marietta Wealth Management | Marietta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [William Medcalf](https://find.wellspent.co/advisors/william-medcalf.md) | Wiser Wealth Management | Marietta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Alaeddin Kharazmi](https://find.wellspent.co/advisors/alaeddin-kharazmi.md) | Cigx | Marietta, Georgia | ChFC | Percentage of assets, Hourly | | [Andrew Pratt](https://find.wellspent.co/advisors/andrew-pratt.md) | Wiser Wealth Management | Marietta, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Benjamin Nye](https://find.wellspent.co/advisors/benjamin-nye.md) | Narwhal Capital Management | Marietta, Georgia | CFA | Percentage of assets, Hourly | | [Clayton Shiver](https://find.wellspent.co/advisors/clayton-shiver.md) | Maple Capital Management | Marietta, Georgia | CFA | Percentage of assets | | [Matthew Burton](https://find.wellspent.co/advisors/matthew-burton.md) | Narwhal Capital Management | Marietta, Georgia | CFA | Percentage of assets, Hourly | | [Samuel Frost](https://find.wellspent.co/advisors/samuel-frost.md) | Narwhal Capital Management | Marietta, Georgia | CFA | Percentage of assets, Hourly | | [Scott Keller](https://find.wellspent.co/advisors/scott-keller.md) | Marietta Wealth Management | Marietta, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Andrew Hall](https://find.wellspent.co/advisors/andrew-hall.md) | Narwhal Capital Management | Marietta, Georgia | | Percentage of assets, Hourly | | [Christopher Brown](https://find.wellspent.co/advisors/christopher-brown-6076073.md) | Brown Capital Advisors | Marietta, Georgia | | Percentage of assets, Fixed fees | | [Cynthia Derso](https://find.wellspent.co/advisors/cynthia-derso.md) | Proactive Wealth Strategies | Marietta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [David Hale](https://find.wellspent.co/advisors/david-hale.md) | Narwhal Capital Management | Marietta, Georgia | | Percentage of assets, Hourly | | [Harrison Pettigrew](https://find.wellspent.co/advisors/harrison-pettigrew.md) | Narwhal Capital Management | Marietta, Georgia | | Percentage of assets, Hourly | | [John Massey](https://find.wellspent.co/advisors/john-massey.md) | Marietta Wealth Management | Marietta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Kendyl Strickland](https://find.wellspent.co/advisors/kendyl-strickland.md) | Strickland Davis Advisors | Marietta, Georgia | | Percentage of assets | | [Michael Stark](https://find.wellspent.co/advisors/michael-stark.md) | American Financial Advisors, LLC. | Marietta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Michael Strickland](https://find.wellspent.co/advisors/michael-strickland.md) | Strickland Davis Advisors | Marietta, Georgia | | Percentage of assets | | [Mohammed Ghulam-Reza](https://find.wellspent.co/advisors/mohammed-ghulam-reza.md) | Narwhal Capital Management | Marietta, Georgia | | Percentage of assets, Hourly | | [Richard Maurice](https://find.wellspent.co/advisors/richard-maurice.md) | Wright Wealth | Marietta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Ryan Miller](https://find.wellspent.co/advisors/ryan-miller.md) | Narwhal Capital Management | Marietta, Georgia | | Percentage of assets, Hourly | | [Stephen Michael](https://find.wellspent.co/advisors/stephen-michael.md) | Marietta Wealth Management | Marietta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Steven Fehlenberg](https://find.wellspent.co/advisors/steven-fehlenberg.md) | Ascension Wealth Advisors | Marietta, Georgia | | Hourly | | [Thomas Klecker](https://find.wellspent.co/advisors/thomas-klecker.md) | Narwhal Capital Management | Marietta, Georgia | | Percentage of assets, Hourly | | [Thomas Russell](https://find.wellspent.co/advisors/thomas-russell.md) | Narwhal Capital Management | Marietta, Georgia | | Percentage of assets, Hourly | | [Wayne Davis](https://find.wellspent.co/advisors/wayne-davis.md) | Strickland Davis Advisors | Marietta, 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).