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Wellspent public graph/Specialties/Family wealth transfer/Georgia/Atlanta

Financial advisors for family wealth transfer in Atlanta, Georgia

All 63 advisors

Fee-only advisors for family wealth transfer in Atlanta: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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 Ginsburg Pierson Wealth Management Atlanta Not listed Percentage of assets
William Thacker Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
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
Richard Bond Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly