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Wellspent public graph/Specialties/Family wealth transfer/Georgia

Financial advisors for family wealth transfer in Georgia

All 90 advisors

Fee-only advisors for family wealth transfer in Georgia: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Hampton Clark Highbrook Capital Partners Atlanta CFA Percentage of assets, Hourly
Leo Rose Xception Family Office Atlanta Not listed Percentage of assets, Fixed fees
Nicholas Hoffman Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence Wealthcare for Women Atlanta Not listed Percentage of assets, Flat fee or retainer
Will Holdren Xception Family Office Atlanta Not listed Percentage of assets, Fixed fees
Adrian Lyles Lyles Wealth Management Calhoun Not listed Percentage of assets
Brian Carter Pierson Wealth Management Atlanta Not listed Percentage of assets
Carmen Laster Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
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
Elizabeth Meeks Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Emily Raymond Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
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
Kurt Lofters Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Matthew Raines Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Michael Pearson Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Natalie Gallo Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Riley Gessner Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Samuel Komitor Arkos Milton Not listed Percentage of assets, Fixed fees
Solomon Cohen Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Thad King Cedarwood Wealth Atlanta Not listed Percentage of assets
Victor Gitau Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
William Gardner Arkos Milton Not listed Percentage of assets, Fixed fees
William Ginsburg Pierson Wealth Management Atlanta Not listed Percentage of assets
William Thacker Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Adam Meyer Moonstone Asset Management Brookhaven Not listed Percentage of assets
Daniel Hall Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly
Enoch Morris Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly
Jason Joffe Inlight Wealth Atlanta CFA Percentage of assets, Fixed fees
John Darby Inlight Wealth Atlanta CFA Percentage of assets, Fixed fees
Katherine Brabenec Firethorn Wealth Partners Atlanta Not listed Percentage of assets, Hourly
Kenneth Simpson Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Kevin Sweeney Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Marvin Riddle Rev Capital Marietta Not listed Percentage of assets
Richard Bond Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly
William Abolghassem Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
William Downey Rev Capital Marietta Not listed Percentage of assets
Bernard Lanigan Southeast Asset Advisors Thomasville Not listed Percentage of assets, Hourly