Fee-only financial advisors in Marietta, Georgia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Casey Smith Wiser Wealth Management, Inc. Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Benjamin Crowe Marietta Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Anne Simpson Kenwyck Capital, LLC Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Derek Hughes Hughes & Company Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Benjamin Nye Narwhal Capital Management Holds the CFA. Fees on file: percentage of assets, hourly.
- Clayton Shiver Maple Capital Management Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 48
- Firms
- 23
- Cities
- 2
- Hold the CFP
- 38%
- Other credentials: CFA 17% · CPA 2% · ChFC 4%
- How they charge (of 48 with fees on file): percentage of assets 96% · hourly 71% · fixed fees 38% · ongoing planning fee 8%
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 Marietta by what you need
Find an advisor in Georgia by fee, assets, or credential
Questions about fee-only advisors in Marietta
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.
All 48 advisors in Marietta
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Casey Smith | Wiser Wealth Management, Inc. | Marietta | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Thomas Cloud | Third Act Retirement Planning, Inc. | Marietta | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly |
| Anne Simpson | Kenwyck Capital, LLC | Marietta | CFP, AAMS | Hourly, Ongoing planning fee |
| Andy Avera | Journey Beyond Wealth | Marietta | CFP, CAP | Percentage of assets, Fixed fees |
| Derek Hughes | Hughes & Company | Marietta | CFP | Ongoing planning fee, One-time planning fee |
| Clark Jeffries | Jeffries Wealth | Marietta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Trevor Reece | Waypoint Financial Planning | Marietta | Not listed | Ongoing planning fee, Hourly |
| Troy Harmon | Due West Wealth Advisors | Marietta | CFA | Percentage of assets, Hourly |
| Alex Foster | AF Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Marvin Riddle | Rev Capital | Marietta | Not listed | Percentage of assets |
| William Downey | Rev Capital | Marietta | Not listed | Percentage of assets |
| Benjamin Crowe | Marietta Wealth Management | Marietta | CFP, CFA | Percentage of assets, Hourly |
| Cara Marinovich | Marietta Wealth Management | Marietta | CFP | Percentage of assets, Hourly |
| Cathal Carson | American Financial Advisors, LLC. | Marietta | CFP | Percentage of assets, Hourly |
| Charles Holloway | Marietta Wealth Management | Marietta | CFP | Percentage of assets, Hourly |
| Debbie Montgomery | Maple Capital Management | Marietta | CFP | Percentage of assets |
| Frank Johnson | Hanover Advisors | Marieta | CFP | Percentage of assets |
| Harrison Fish | Narwhal Capital Management | Marietta | CFP | Percentage of assets, Hourly |
| Larry Burnette | Hanover Advisors | Marietta | CFP | Percentage of assets |
| Lisa Garris | Marietta Wealth Management | Marietta | CFP | Percentage of assets, Hourly |
| Shawna Theriault | Wiser Wealth Management | Marietta | CFP | Percentage of assets, Hourly |
| Tonya Hall | Hall Financial Advisors | Marietta | CFP | Percentage of assets, Hourly |
| Wesley Hackney | Marietta Wealth Management | Marietta | CFP | Percentage of assets, Hourly |
| William Medcalf | Wiser Wealth Management | Marietta | CFP | Percentage of assets, Hourly |
| Alaeddin Kharazmi | Cigx | Marietta | ChFC | Percentage of assets, Hourly |
| Andrew Pratt | Wiser Wealth Management | Marietta | CFA | Percentage of assets, Hourly |
| Benjamin Nye | Narwhal Capital Management | Marietta | CFA | Percentage of assets, Hourly |
| Clayton Shiver | Maple Capital Management | Marietta | CFA | Percentage of assets |
| Matthew Burton | Narwhal Capital Management | Marietta | CFA | Percentage of assets, Hourly |
| Samuel Frost | Narwhal Capital Management | Marietta | CFA | Percentage of assets, Hourly |
| Scott Keller | Marietta Wealth Management | Marietta | CFA | Percentage of assets, Hourly |
| Andrew Hall | Narwhal Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Christopher Brown | Brown Capital Advisors | Marietta | Not listed | Percentage of assets, Fixed fees |
| Cynthia Derso | Proactive Wealth Strategies | Marietta | Not listed | Percentage of assets, Hourly |
| David Hale | Narwhal Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Harrison Pettigrew | Narwhal Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| John Massey | Marietta Wealth Management | Marietta | Not listed | Percentage of assets, Hourly |
| Kendyl Strickland | Strickland Davis Advisors | Marietta | Not listed | Percentage of assets |
| Michael Stark | American Financial Advisors, LLC. | Marietta | Not listed | Percentage of assets, Hourly |
| Michael Strickland | Strickland Davis Advisors | Marietta | Not listed | Percentage of assets |
| Mohammed Ghulam-Reza | Narwhal Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Richard Maurice | Wright Wealth | Marietta | Not listed | Percentage of assets, Hourly |
| Ryan Miller | Narwhal Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Stephen Michael | Marietta Wealth Management | Marietta | Not listed | Percentage of assets, Hourly |
| Steven Fehlenberg | Ascension Wealth Advisors | Marietta | Not listed | Hourly |
| Thomas Klecker | Narwhal Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Thomas Russell | Narwhal Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Wayne Davis | Strickland Davis Advisors | Marietta | Not listed | Percentage of assets |
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