Financial advisors for estate planning in Georgia
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Nick Fazio Chattahoochee Wealth, Cumming Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Justin Owens Horizon Advisors LLC, Rome Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Michael Schell Pathway Financial Advisors, LLC, Atlanta Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Michael Stacey HC Advisors, Sandy Springs Holds the CFP. Fees on file: percentage of assets.
- G. Christian Mauser ATLas Investment Advisors, Alpharetta Holds the CFP. Fees on file: percentage of assets.
- 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.
Plus 57 in other cities.
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.
- CFP45% in Georgia
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA2% in Georgia
- 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.
Dark bars are Georgia. Light bars are all US advisors for estate planning.
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.
All 169 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| David Barfield Hourly, fee-only advice for individuals, families and small businesses who want to pay only for the time they need. | Datapoint Financial Planning, LLC | Canton | CFP | Hourly |
| Andrew Langdon | VetWorth | Peachtree City | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Lindsay Elwood | Elwood & Goetz Wealth Advisory Group | Athens | CFP | Percentage of assets |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Ben Jacobs-Nichelson | Fully Financial | Athens | CFP, EA, MSFP | Percentage of assets, Hourly |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| G. Christian Mauser | ATLas Investment Advisors | Alpharetta | CFP, CIMA, CRC, CRPC | Percentage of assets |
| Justin Owens | Horizon Advisors LLC | Rome | CFP, CGMA, CKA, CPA/PFS | Percentage of assets, Hourly |
| Kurt Dupuis | Root Wealth Management | Decatur | CFP | Percentage of assets, Hourly |
| Michael Schell | Pathway Financial Advisors, LLC | Atlanta | CFP, EA, CPA/PFS, MBA | Percentage of assets, Hourly |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| Thomas Cloud | Third Act Retirement Planning, Inc. | Marietta | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Amy Amorosso | Ball Wealth Management | Dawsonville | CFP | Percentage of assets, Fixed fees |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Jamie Stolz | TandemGrowth Financial Advisors | Alpharetta | CFP | Percentage of assets |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jason Lina | Golden Bell | Alpharetta | CFP, CFA | Percentage of assets |
| Jessica Sherrill | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| John Sena | Mike Sena Advisors | Roswell | CFP | Flat fee or retainer, Hourly |
| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Joseph Beckford | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Justin Pitcock | Goodwin Investment Advisory | Woodstock | 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 |
| Raymond Brown | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Ryan Mason | Mason Wealth Strategies | Cumming | CFP | Percentage of assets, Hourly |
| Theodore Noble | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Timothy Goodwin | Goodwin Investment Advisory | Woodstock | 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 |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Cort Haber | Xception Family Office | Atlanta | CFP | Percentage of assets, Fixed fees |
| Cynthia Rosso | Elevate Wealth Advisory | Athens | CFP | Percentage of assets, Hourly |
| Donald McCarty | Financial Decision Partners | Snellville | CFP | Percentage of assets, Hourly |
| Erin Martin | MRP Advisors | Milton | CFP | Percentage of assets, Hourly |
| 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 |
| Margaret Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
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