| Michael Ball | Ball Wealth Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Mindy Evans | Nora Wealth | Atlanta | Not listed | Percentage of assets, One-time planning fee |
| Mona Kuhlman | TandemGrowth Financial Advisors | Alpharetta | Not listed | Percentage of assets |
| Paul Jacobs | Palisades Hudson Financial Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Reid Trego | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Robert Cramer | Sherrill & Hutchins | Atlanta | Not listed | Percentage of assets, Hourly |
| Russell Carlson | ARIA Wealth Management | Dunwoody | Not listed | Percentage of assets, Hourly |
| Samuel Sweitzer | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Theodore Parrish | Parrish Capital | Kennesaw | CFA | Percentage of assets |
| Trevor Reece | Waypoint Financial Planning | Marietta | Not listed | Ongoing planning fee, Hourly |
| Veronica Dibble | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Aaron Jeffries | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Alexander Gambrell | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Anita Bustos | OAC Capital Advisors | Cumming | Not listed | Percentage of assets, Hourly |
| Anuj Patel | Truvestor | Suwanee | CFA | Percentage of assets, Hourly |
| Aspen Townley | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Benjamin Hall | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Brian Quintana Guzman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Cameron Simonds | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Clarke Holt | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Cole Kliphouse | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Deanna Bloom | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Eleanor Quarles | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Gary Stoller | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Gary Whitehurst | Brighter Investing | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Jose Colmenarez | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Joseph Hardeman | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Leo Rose | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Mark Reagan | Reagan Financial Planning | Oxford | Not listed | Hourly |
| Monica Ladson | Elm3 Financial Group | Alpharetta | Not listed | Percentage of assets, Hourly |
| Nicholas Hoffman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Preston Wilkie | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Will Holdren | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Adrian Lyles | Lyles Wealth Management | Calhoun | Not listed | Percentage of assets |
| Alexander Johnson | Holcombe Financial | Atlanta | Not listed | Percentage of assets, Hourly |
| Caroline Caldwell | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Charles Shiver | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Clifton Dortch | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Cody Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| David Hammond | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| Elizabeth Meeks | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Grayson Shaw | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| James Pritchett | Fouts Law Group | Woodstock | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Fouts | Fouts Law Group | Elijay | Not listed | Percentage of assets, Fixed fees |
| Joseph Feste | KM Capital Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Joseph Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Joseph Singer | HC Advisors | Sandy Springs | Not listed | Percentage of assets |
| Katherine Battey | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kevin Murdock | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |