# Financial advisors for estate planning in Atlanta, Georgia > For estate planning in Atlanta, 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 Michael Schell of Pathway Financial Advisors, LLC, Chloe Moore of Financial Staples and Trevor Gunter of Four Pines Financial LLC. Page: https://find.wellspent.co/specialties/estate-planning/georgia/atlanta/ 68 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 Atlanta? For estate planning in Atlanta, 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 Michael Schell of Pathway Financial Advisors, LLC, Chloe Moore of Financial Staples and Trevor Gunter of Four Pines Financial LLC. - [Michael Schell](https://find.wellspent.co/advisors/michael-schell/), Pathway Financial Advisors, LLC, Atlanta City. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Chloe Moore](https://find.wellspent.co/advisors/chloe-moore/), Financial Staples, Atlanta City. Holds the CFP. Fees on file: ongoing planning fee, flat fee or retainer. - [Trevor Gunter](https://find.wellspent.co/advisors/trevor-gunter/), Four Pines Financial LLC, Atlanta City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Kathy Weese](https://find.wellspent.co/advisors/kathy-weese/), Nora Wealth, Atlanta City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Edward Kerns](https://find.wellspent.co/advisors/edward-kerns/), Footlamp Financial, Atlanta City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Bradley Hilton](https://find.wellspent.co/advisors/bradley-hilton/), Sonas Financial Planning, LLC, Atlanta City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. ## How many fee-only financial advisors in Atlanta work on estate planning? The Wellspent public graph lists 68 fee-only advisors for estate planning in Atlanta, at 26 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Atlanta charge? The most common fee among fee-only advisors for estate planning in Atlanta is a percentage of assets, used by 94% of the 68 with fees on file. Many use more than one: 82% charge fixed fees and 25% charge by the hour. ## How much do fee-only financial advisors charge in Atlanta? Fee-only financial advisors in Atlanta charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 11 Atlanta firms. ## How much does a one-time financial plan cost in Atlanta? A one-time financial plan from a fee-only firm in Atlanta has a median price of $3,850. We found this across the published prices of 7 Atlanta firms. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP and CPA. In Atlanta, 46% of the 68 advisors listed hold the CFP. - CFP (46% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (1% of advisors listed): CPAs help with estate and gift tax filings. ## How do Atlanta advisors for estate planning compare with the rest of the US? 82% of fee-only advisors for estate planning in Atlanta 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 Atlanta? - 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 Atlanta? 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [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 | | [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 | | [Emma Foulkes](https://find.wellspent.co/advisors/emma-foulkes.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Jared Haubenstock](https://find.wellspent.co/advisors/jared-haubenstock.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Jessica Sherrill](https://find.wellspent.co/advisors/jessica-sherrill.md) | Sherrill & Hutchins | Atlanta, 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 | | [Theodore Noble](https://find.wellspent.co/advisors/theodore-noble.md) | Sherrill & Hutchins | Atlanta, 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 | | [Cort Haber](https://find.wellspent.co/advisors/cort-haber.md) | Xception Family Office | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [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 | | [Nirvanna Silva Novelo](https://find.wellspent.co/advisors/nirvanna-silva-novelo.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Russell Wood](https://find.wellspent.co/advisors/russell-wood.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia | | Flat fee or retainer, Percentage of assets, Hourly | | [Ian Weinstein](https://find.wellspent.co/advisors/ian-weinstein.md) | Regimen Wealth | Atlanta, Georgia | ChFC | Percentage of assets, Fixed fees | | [Jessica Morris](https://find.wellspent.co/advisors/jessica-morris.md) | CMA Financial Services | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Joseph Abboud](https://find.wellspent.co/advisors/joseph-abboud.md) | Rinzler Capital | Atlanta, Georgia | | Flat fee or retainer, Ongoing planning fee | | [Juwon Hill](https://find.wellspent.co/advisors/juwon-hill.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Marshall Brannock](https://find.wellspent.co/advisors/marshall-brannock.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Melissa Phillippi](https://find.wellspent.co/advisors/melissa-phillippi.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Rebecca Stone](https://find.wellspent.co/advisors/rebecca-stone.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Russell Holcombe](https://find.wellspent.co/advisors/russell-holcombe.md) | Holcombe Financial | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Carey Blakley](https://find.wellspent.co/advisors/carey-blakley.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Gary Martin](https://find.wellspent.co/advisors/gary-martin.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Jeffrey Buck](https://find.wellspent.co/advisors/jeffrey-buck.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Lloyd Flood](https://find.wellspent.co/advisors/lloyd-flood.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Kimberly Ball](https://find.wellspent.co/advisors/kimberly-ball.md) | Ball Wealth Management | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Michael Ball](https://find.wellspent.co/advisors/michael-ball.md) | Ball Wealth Management | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Mindy Evans](https://find.wellspent.co/advisors/mindy-evans.md) | Nora Wealth | Atlanta, Georgia | | Percentage of assets, One-time planning fee | | [Paul Jacobs](https://find.wellspent.co/advisors/paul-jacobs.md) | Palisades Hudson Financial Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Robert Cramer](https://find.wellspent.co/advisors/robert-cramer.md) | Sherrill & Hutchins | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Taylor Moody](https://find.wellspent.co/advisors/taylor-moody.md) | Regimen Wealth | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Aaron Jeffries](https://find.wellspent.co/advisors/aaron-jeffries.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Alexander Gambrell](https://find.wellspent.co/advisors/alexander-gambrell.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Brian Quintana Guzman](https://find.wellspent.co/advisors/brian-quintana-guzman.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Cameron Simonds](https://find.wellspent.co/advisors/cameron-simonds.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Cole Kliphouse](https://find.wellspent.co/advisors/cole-kliphouse.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Eleanor Quarles](https://find.wellspent.co/advisors/eleanor-quarles.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Gary Whitehurst](https://find.wellspent.co/advisors/gary-whitehurst.md) | Brighter Investing | Atlanta, Georgia | | Percentage of assets, Fixed fees | Showing the first 50 of 68. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/georgia/atlanta/?page=2 ## Related - [Founders in Atlanta](https://find.wellspent.co/specialties/founders-pre-exit/georgia/atlanta.md) - [Retirement planning in Atlanta](https://find.wellspent.co/specialties/retirement-planning/georgia/atlanta.md) - [Family wealth transfer in Atlanta](https://find.wellspent.co/specialties/family-wealth-transfer/georgia/atlanta.md) - [Tax planning in Atlanta](https://find.wellspent.co/specialties/tax-planning/georgia/atlanta.md) - [Executives in Atlanta](https://find.wellspent.co/audiences/executives/georgia/atlanta.md) - [Small business owners in Atlanta](https://find.wellspent.co/specialties/small-business-owners/georgia/atlanta.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).