# Financial advisors for family wealth transfer in Georgia > For family wealth transfer in Georgia, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Chris Musick of Purpose Financial Planning, G. Christian Mauser of ATLas Investment Advisors and Tiberiu Marian of Shadowbrook Private. Page: https://find.wellspent.co/specialties/family-wealth-transfer/georgia/ 90 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 passing wealth to the next generation in Georgia? For family wealth transfer in Georgia, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Chris Musick of Purpose Financial Planning, G. Christian Mauser of ATLas Investment Advisors and Tiberiu Marian of Shadowbrook Private. - [Chris Musick](https://find.wellspent.co/advisors/chris-musick/), Purpose Financial Planning, Fayetteville. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser/), ATLas Investment Advisors, Alpharetta. Holds the CFP. Fees on file: percentage of assets. - [Tiberiu Marian](https://find.wellspent.co/advisors/tiberiu-marian/), Shadowbrook Private, Sugar Hill. Holds the CFP. Fees on file: percentage of assets. - [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour/), Prosperitage Wealth, Mcdonough. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Jennifer Odom](https://find.wellspent.co/advisors/jennifer-odom/), Chastain Wealth Management, Atlanta. Holds the CFP. Fees on file: percentage of assets, hourly. - [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets/), Regimen Wealth, Atlanta. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Georgia work on family wealth transfer? The Wellspent public graph lists 90 fee-only advisors for family wealth transfer in Georgia, at 31 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Georgia located? Of the 90 fee-only advisors for family wealth transfer in Georgia, 63 are in Atlanta, followed by 3 in Marietta and 3 in Thomasville. ## How do fee-only advisors for family wealth transfer in Georgia charge? The most common fee among fee-only advisors for family wealth transfer in Georgia is a percentage of assets, used by 100% of the 90 with fees on file. Many use more than one: 81% charge fixed fees and 23% 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 family wealth transfer have? For family wealth transfer, look for the CFP. In Georgia, 33% of the 90 advisors listed hold the CFP. - CFP (33% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Georgia advisors for family wealth transfer compare with the rest of the US? 23% of fee-only advisors for family wealth transfer in Georgia charge by the hour, compared with 43% of the 3,385 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 passing wealth to the next generation in Georgia? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Chris Musick](https://find.wellspent.co/advisors/chris-musick.md) | Purpose Financial Planning | Fayetteville, Georgia | CFP, CKA | Flat fee or retainer, Percentage of assets | | [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly | | [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser.md) | ATLas Investment Advisors | Alpharetta, Georgia | CFP, CIMA, CRC, CRPC, Retirement Management Advisor | Percentage of assets | | [Kurt Dupuis](https://find.wellspent.co/advisors/kurt-dupuis.md) | Root Wealth Management | Decatur, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Andy Avera](https://find.wellspent.co/advisors/andy-avera.md) | Journey Beyond Wealth | Marietta, Georgia | CFP, CAP | Percentage of assets, Fixed fees | | [Chris McCall](https://find.wellspent.co/advisors/chris-mccall.md) | Journey Beyond Wealth | Kennesaw, Georgia | CFP | Percentage of assets, Fixed fees | | [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Jared Haubenstock](https://find.wellspent.co/advisors/jared-haubenstock.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Tracy Kasing](https://find.wellspent.co/advisors/tracy-kasing.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg.md) | VDB Wealth | Savannah, Georgia | CFA | Percentage of assets, Flat fee or retainer | | [Cort Haber](https://find.wellspent.co/advisors/cort-haber.md) | Xception Family Office | Atlanta, Georgia | CFP | Percentage of assets, 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 | | [Alexander Alba](https://find.wellspent.co/advisors/alexander-alba.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Ian Weinstein](https://find.wellspent.co/advisors/ian-weinstein.md) | Regimen Wealth | Atlanta, Georgia | ChFC | Percentage of assets, Fixed fees | | [Juwon Hill](https://find.wellspent.co/advisors/juwon-hill.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Kevin Manning](https://find.wellspent.co/advisors/kevin-manning-4718946.md) | Regent Peak 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 | | [Nathan Hoyt](https://find.wellspent.co/advisors/nathan-hoyt.md) | Regent Peak 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 | | [Robert Pierson](https://find.wellspent.co/advisors/robert-pierson.md) | Pierson Wealth Management | Atlanta, Georgia | CFP | Percentage of assets | | [Sam Evans](https://find.wellspent.co/advisors/sam-evans.md) | Evans Wealth Management | Duluth, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Tyler Baker](https://find.wellspent.co/advisors/tyler-baker.md) | Baker Wealth Group | Lagrange, Georgia | CFP | Percentage of assets, Fixed fees | | [Brianna Shealey](https://find.wellspent.co/advisors/brianna-shealey.md) | Buena Vista Financial Planning LLC | Decatur, Georgia | | Percentage of assets, Flat fee or retainer | | [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 | | [Michael Rollauer](https://find.wellspent.co/advisors/michael-rollauer.md) | Highbrook Capital Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Tiberiu Marian](https://find.wellspent.co/advisors/tiberiu-marian.md) | Shadowbrook Private | Sugar Hill, Georgia | CFP | Percentage of assets | | [Jacob Odum](https://find.wellspent.co/advisors/jacob-odum.md) | Southeast Asset Advisors | Thomasville, Georgia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Lily Evans](https://find.wellspent.co/advisors/lily-evans.md) | Evans Wealth Management | Duluth, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Mark Saussy](https://find.wellspent.co/advisors/mark-saussy.md) | Southeast Asset Advisors | Thomasville, Georgia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Russell Carlson](https://find.wellspent.co/advisors/russell-carlson.md) | ARIA Wealth Management | Dunwoody, Georgia | | Percentage of assets, Hourly | | [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 | | [Angelique Dumler](https://find.wellspent.co/advisors/angelique-dumler.md) | Inlight Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Anita Bustos](https://find.wellspent.co/advisors/anita-bustos.md) | OAC Capital Advisors | Cumming, Georgia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Benjamin Esser](https://find.wellspent.co/advisors/benjamin-esser.md) | Inlight Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed 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 | | [Elias Crist](https://find.wellspent.co/advisors/elias-crist.md) | Inlight Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed 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 90. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/georgia/?page=2 ## Related - [Retirement planning in Georgia](https://find.wellspent.co/specialties/retirement-planning/georgia.md) - [Estate planning in Georgia](https://find.wellspent.co/specialties/estate-planning/georgia.md) - [Tax planning in Georgia](https://find.wellspent.co/specialties/tax-planning/georgia.md) - [Founders in Georgia](https://find.wellspent.co/specialties/founders-pre-exit/georgia.md) - [Small business owners in Georgia](https://find.wellspent.co/specialties/small-business-owners/georgia.md) - [Executives in Georgia](https://find.wellspent.co/audiences/executives/georgia.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).