Financial advisors for estate planning in Atlanta, Georgia

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.

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.

See every fee-only advisor fee in Georgia

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. 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.