# Financial advisors for family wealth transfer in Atlanta, Georgia > For family wealth transfer in Atlanta, 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 Jennifer Odom of Chastain Wealth Management, Aiki Altmets of Regimen Wealth and Juwon Hill of Balentine Wealth Advisors. Page: https://find.wellspent.co/specialties/family-wealth-transfer/georgia/atlanta/ 63 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 Atlanta? For family wealth transfer in Atlanta, 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 Jennifer Odom of Chastain Wealth Management, Aiki Altmets of Regimen Wealth and Juwon Hill of Balentine Wealth Advisors. - [Jennifer Odom](https://find.wellspent.co/advisors/jennifer-odom/), Chastain Wealth Management, Atlanta City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets/), Regimen Wealth, Atlanta City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Juwon Hill](https://find.wellspent.co/advisors/juwon-hill/), Balentine Wealth Advisors, Atlanta City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Kevin Manning](https://find.wellspent.co/advisors/kevin-manning-4718946/), Regent Peak Wealth Advisors, Atlanta City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Benjamin Esser](https://find.wellspent.co/advisors/benjamin-esser/), Inlight Wealth, Atlanta City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Robert Pierson](https://find.wellspent.co/advisors/robert-pierson/), Pierson Wealth Management, Atlanta City. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Atlanta work on family wealth transfer? The Wellspent public graph lists 63 fee-only advisors for family wealth transfer in Atlanta, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Atlanta charge? The most common fee among fee-only advisors for family wealth transfer in Atlanta is a percentage of assets, used by 100% of the 63 with fees on file. Many use more than one: 90% charge fixed fees and 21% charge performance-based fees. ## 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 family wealth transfer have? For family wealth transfer, look for the CFP. In Atlanta, 32% of the 63 advisors listed hold the CFP. - CFP (32% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Atlanta advisors for family wealth transfer compare with the rest of the US? 90% of fee-only advisors for family wealth transfer in Atlanta charge fixed fees, compared with 62% 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 Atlanta? - 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 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [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 | | [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 | | [Hampton Clark](https://find.wellspent.co/advisors/hampton-clark.md) | Highbrook Capital Partners | Atlanta, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Leo Rose](https://find.wellspent.co/advisors/leo-rose.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Nicholas Hoffman](https://find.wellspent.co/advisors/nicholas-hoffman.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Russ Thornton](https://find.wellspent.co/advisors/russ-thornton.md) | Wealthcare for Women | Atlanta, Georgia | | Percentage of assets, Flat fee or retainer | | [Will Holdren](https://find.wellspent.co/advisors/will-holdren.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Brian Carter](https://find.wellspent.co/advisors/brian-carter.md) | Pierson Wealth Management | Atlanta, Georgia | | Percentage of assets | | [Carmen Laster](https://find.wellspent.co/advisors/carmen-laster.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Caroline Caldwell](https://find.wellspent.co/advisors/caroline-caldwell.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Clifton Dortch](https://find.wellspent.co/advisors/clifton-dortch.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Elizabeth Meeks](https://find.wellspent.co/advisors/elizabeth-meeks.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Emily Raymond](https://find.wellspent.co/advisors/emily-raymond.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Katherine Battey](https://find.wellspent.co/advisors/katherine-battey.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Kevin Murdock](https://find.wellspent.co/advisors/kevin-murdock.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Kurt Lofters](https://find.wellspent.co/advisors/kurt-lofters.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Matthew Raines](https://find.wellspent.co/advisors/matthew-raines.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Michael Pearson](https://find.wellspent.co/advisors/michael-pearson.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | Showing the first 50 of 63. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/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) - [Estate planning in Atlanta](https://find.wellspent.co/specialties/estate-planning/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).