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Financial advisors for estate planning in Georgia

All 169 advisors

Fee-only advisors for estate planning in Georgia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Stacey Nickens Elm3 Financial Group Alpharetta CFP Percentage of assets, Hourly
Andrew Killpack HC Advisors Sandy Springs CFP Percentage of assets
Britt Bazemore KingsMark Private Financial Advisors Albany CFP Percentage of assets, Hourly
Christopher Staples Wealth 360 Buford CFP Percentage of assets, Hourly
Daniel Henning HC Advisors Sandy Springs CFP Percentage of assets
Ian Weinstein Regimen Wealth Atlanta ChFC Percentage of assets, Fixed fees
Jack Miller Jamison Private Wealth Management Milton CFP Percentage of assets
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
Kelly Dowdy HC Advisors Sandy Springs CFP Percentage of assets
Marshall Brannock Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Melissa Phillippi Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Michael Stacey HC Advisors Sandy Springs CFP Percentage of assets
Noah McCorkle KingsMark Private Financial Advisors Albany CFP Percentage of assets, Hourly
Oscar Spain Jamison Private Wealth Management Milton CFP Percentage of assets
Rebecca Anderson KingsMark Private Financial Advisors Albany CFP Percentage of assets, Hourly
Rebecca Stone Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Rhonda Grover Wealth 360 Buford CFP Percentage of assets, Hourly
Robert Jamison Jamison Private Wealth Management Milton CFP Percentage of assets
Robert Jamison Jamison Private Wealth Management Milton CFP Percentage of assets
Robert Sell Polaris Asset Management Sugar Hill CFP Percentage of assets, Hourly
Russell Holcombe Holcombe Financial Atlanta CFP Percentage of assets, Hourly
Sam Evans Evans Wealth Management Duluth CFA Percentage of assets, Hourly
Thomas Sanders KingsMark Private Financial Advisors Albany CFP, ChFC Percentage of assets, Hourly
Tyler Baker Baker Wealth Group Lagrange CFP Percentage of assets, Fixed fees
Andrew Castleberry truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Austin Rowland truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Brian Rosso Elevate Wealth Advisory Athens CFA Percentage of assets, Hourly
Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. Buena Vista Financial Planning LLC Decatur Not listed Percentage of assets, Flat fee or retainer
Carey Blakley Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Charles Vickery Elevate Wealth Advisory Athens ChFC Percentage of assets, Hourly
Gary Martin Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Jeffrey Buck Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Kenneth Bellavance truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Kyle Ray Ridgeback Wealth Management Peachtree City Not listed Flat fee or retainer, Ongoing planning fee
Lloyd Flood Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Michael Smith Kiker Wealth Management Jasper CFP Percentage of assets, Hourly
Patrick Paxton truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Robert Fezekas Elevate Wealth Advisory Athens CFA Percentage of assets, Hourly
Sergio De La Torre Pandora Wealth Roswell Not listed Percentage of assets
Coby Sullivan Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Herman Hugo Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Kimberly Ball Ball Wealth Management Atlanta Not listed Percentage of assets, Fixed fees
Kyle Roney Troika Capital Advisors Athens Not listed Percentage of assets
Lily Evans Evans Wealth Management Duluth Not listed Percentage of assets, Hourly
Mark Demos Anson Analytics Tyrone CFA Percentage of assets, Hourly