# Financial advisors for estate planning in Georgia > For estate planning in Georgia, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Nick Fazio of Chattahoochee Wealth, Justin Owens of Horizon Advisors LLC and Michael Schell of Pathway Financial Advisors, LLC. Page: https://find.wellspent.co/specialties/estate-planning/georgia/ 169 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Georgia? For estate planning in Georgia, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Nick Fazio of Chattahoochee Wealth, Justin Owens of Horizon Advisors LLC and Michael Schell of Pathway Financial Advisors, LLC. - [Nick Fazio](https://find.wellspent.co/advisors/nick-fazio/), Chattahoochee Wealth, Cumming. Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees. - [Justin Owens](https://find.wellspent.co/advisors/justin-owens/), Horizon Advisors LLC, Rome. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Michael Schell](https://find.wellspent.co/advisors/michael-schell/), Pathway Financial Advisors, LLC, Atlanta. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Michael Stacey](https://find.wellspent.co/advisors/michael-stacey/), HC Advisors, Sandy Springs. Holds the CFP. Fees on file: percentage of assets. - [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser/), ATLas Investment Advisors, Alpharetta. Holds the CFP. Fees on file: percentage of assets. - [David Barfield](https://find.wellspent.co/advisors/david-barfield/), Datapoint Financial Planning, LLC, Canton. Holds the CFP. Fees on file: hourly. ## How many fee-only financial advisors in Georgia work on estate planning? The Wellspent public graph lists 169 fee-only advisors for estate planning in Georgia, at 75 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in Georgia located? Of the 169 fee-only advisors for estate planning in Georgia, 68 are in Atlanta, followed by 15 in Athens and 12 in Alpharetta. ## How do fee-only advisors for estate planning in Georgia charge? The most common fee among fee-only advisors for estate planning in Georgia is a percentage of assets, used by 92% of the 169 with fees on file. Many use more than one: 67% charge fixed fees and 45% charge by the hour. ## 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 much does a one-time financial plan cost in Georgia? A one-time financial plan from a fee-only firm in Georgia has a median price of $2,000. We found this across the published prices of 17 Georgia firms. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP and CPA. In Georgia, 45% of the 169 advisors listed hold the CFP. - CFP (45% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (2% of advisors listed): CPAs help with estate and gift tax filings. ## How do Georgia advisors for estate planning compare with the rest of the US? 67% of fee-only advisors for estate planning in Georgia charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Georgia have an estate or inheritance tax? No. Georgia has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about estate planning in Georgia? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for estate planning in Georgia? 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 | |---|---|---|---|---| | [Chris Musick](https://find.wellspent.co/advisors/chris-musick.md) | Purpose Financial Planning | Fayetteville, Georgia | CFP, CKA | Flat fee or retainer, Percentage of assets | | [David Barfield](https://find.wellspent.co/advisors/david-barfield.md) | Datapoint Financial Planning, LLC | Canton, Georgia | CFP | Hourly | | [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon.md) | VetWorth | Peachtree City, Georgia | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee | | [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | Ongoing planning fee | | [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets | | [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets | | [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato.md) | VIP Wealth Advisors | Decatur, Georgia | CFP, EA | Flat fee or retainer, Ongoing planning fee | | [Bradley Hilton](https://find.wellspent.co/advisors/bradley-hilton.md) | Sonas Financial Planning, LLC | Atlanta, Georgia | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Chloe Moore](https://find.wellspent.co/advisors/chloe-moore.md) | Financial Staples | Atlanta, Georgia | CFP | Ongoing planning fee, Flat fee or retainer | | [Trevor Gunter](https://find.wellspent.co/advisors/trevor-gunter.md) | Four Pines Financial LLC | Atlanta, Georgia | CFP | Percentage of assets, Ongoing planning fee | | [Ben Jacobs-Nichelson](https://find.wellspent.co/advisors/ben-jacobs-nichelson.md) | Fully Financial | Athens, Georgia | CFP, EA, MSFP | Percentage of assets, Hourly, Fixed fees | | [David Blain](https://find.wellspent.co/advisors/david-blain.md) | BlueSky Wealth Advisors, LLC | Acworth, Georgia | CFA, CDFA, CFP, EA, MS, AFC, TPCP | Ongoing planning fee | | [Patrick King](https://find.wellspent.co/advisors/patrick-king.md) | Prana Wealth | Atlanta, Georgia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [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 | | [Justin Owens](https://find.wellspent.co/advisors/justin-owens.md) | Horizon Advisors LLC | Rome, Georgia | CFP, CGMA, CKA, CPA/PFS, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [Kurt Dupuis](https://find.wellspent.co/advisors/kurt-dupuis.md) | Root Wealth Management | Decatur, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Schell](https://find.wellspent.co/advisors/michael-schell.md) | Pathway Financial Advisors, LLC | Atlanta, Georgia | CFP, EA, CPA/PFS, MBA | Percentage of assets, Hourly, Fixed fees | | [Nick Fazio](https://find.wellspent.co/advisors/nick-fazio.md) | Chattahoochee Wealth | Cumming, Georgia | CFP, CPA, CFA | Percentage of assets, Fixed fees | | [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 | | [Edward Kerns](https://find.wellspent.co/advisors/edward-kerns.md) | Footlamp Financial | Atlanta, Georgia | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Amy Amorosso](https://find.wellspent.co/advisors/amy-amorosso.md) | Ball Wealth Management | Dawsonville, Georgia | CFP | Percentage of assets, Fixed fees | | [Emma Foulkes](https://find.wellspent.co/advisors/emma-foulkes.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Jamie Stolz](https://find.wellspent.co/advisors/jamie-stolz.md) | TandemGrowth Financial Advisors | Alpharetta, Georgia | CFP | Percentage of assets | | [Jared Haubenstock](https://find.wellspent.co/advisors/jared-haubenstock.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Jason Lina](https://find.wellspent.co/advisors/jason-lina.md) | Golden Bell | Alpharetta, Georgia | CFP, CFA | Percentage of assets | | [Jessica Sherrill](https://find.wellspent.co/advisors/jessica-sherrill.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [John Sena](https://find.wellspent.co/advisors/john-sena.md) | Mike Sena Advisors | Roswell, Georgia | CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Jon Bernier](https://find.wellspent.co/advisors/jon-bernier.md) | TandemGrowth Financial Advisors | Alpharetta, Georgia | CFP, ChFC | Percentage of assets | | [Joseph Beckford](https://find.wellspent.co/advisors/joseph-beckford.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Pitcock](https://find.wellspent.co/advisors/justin-pitcock.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kaitlin Theobald](https://find.wellspent.co/advisors/kaitlin-theobald.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kamila Elliott](https://find.wellspent.co/advisors/kamila-elliott.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kathy Weese](https://find.wellspent.co/advisors/kathy-weese.md) | Nora Wealth | Atlanta, Georgia | CFP | Percentage of assets, One-time planning fee | | [Mark Sheerin](https://find.wellspent.co/advisors/mark-sheerin.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Raymond Brown](https://find.wellspent.co/advisors/raymond-brown.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Mason](https://find.wellspent.co/advisors/ryan-mason-6648373.md) | Mason Wealth Strategies | Cumming, Georgia | CFP | Percentage of assets, Hourly | | [Theodore Noble](https://find.wellspent.co/advisors/theodore-noble.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Goodwin](https://find.wellspent.co/advisors/timothy-goodwin.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Tracy Kasing](https://find.wellspent.co/advisors/tracy-kasing.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [William Hutchins](https://find.wellspent.co/advisors/william-hutchins.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg.md) | VDB Wealth | Savannah, Georgia | CFA | Percentage of assets, Flat fee or retainer | | [Cort Haber](https://find.wellspent.co/advisors/cort-haber.md) | Xception Family Office | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Cynthia Rosso](https://find.wellspent.co/advisors/cynthia-rosso.md) | Elevate Wealth Advisory | Athens, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Donald McCarty](https://find.wellspent.co/advisors/donald-mccarty.md) | Financial Decision Partners | Snellville, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Erin Martin](https://find.wellspent.co/advisors/erin-martin.md) | MRP Advisors | Milton, Georgia | CFP | Percentage of assets, Hourly | | [Jennifer Kramer](https://find.wellspent.co/advisors/jennifer-kramer.md) | Jayco Wealth Management | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer Odom](https://find.wellspent.co/advisors/jennifer-odom.md) | Chastain Wealth Management | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Larren Odom](https://find.wellspent.co/advisors/larren-odom.md) | Chastain Wealth Management | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Margaret Nickens](https://find.wellspent.co/advisors/margaret-nickens.md) | Elm3 Financial Group | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 169. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/georgia/?page=2 ## Related - [Retirement planning in Georgia](https://find.wellspent.co/specialties/retirement-planning/georgia.md) - [Tax planning in Georgia](https://find.wellspent.co/specialties/tax-planning/georgia.md) - [Founders in Georgia](https://find.wellspent.co/specialties/founders-pre-exit/georgia.md) - [Small business owners in Georgia](https://find.wellspent.co/specialties/small-business-owners/georgia.md) - [Family wealth transfer in Georgia](https://find.wellspent.co/specialties/family-wealth-transfer/georgia.md) - [Executives in Georgia](https://find.wellspent.co/audiences/executives/georgia.md) ## 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).