# Financial advisors for founders in Georgia > For founders in Georgia, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Mark Stancato of VIP Wealth Advisors, Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC and Randall Avery of Deasil Wealth Management, LLC. Page: https://find.wellspent.co/specialties/founders-pre-exit/georgia/ 110 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 as a founder in Georgia? For founders in Georgia, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Mark Stancato of VIP Wealth Advisors, Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC and Randall Avery of Deasil Wealth Management, LLC. - [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato/), VIP Wealth Advisors, Decatur. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Lauren Way](https://find.wellspent.co/advisors/lauren-way/), Elwood & Goetz Wealth Advisory Group, LLC, Atlanta. Holds the CFP and CFA. Fees on file: percentage of assets. - [Randall Avery](https://find.wellspent.co/advisors/randall-avery/), Deasil Wealth Management, LLC, Decatur. Holds the CFP and CFA. Fees on file: percentage of assets. - [Susan Powers](https://find.wellspent.co/advisors/susan-powers/), AssetGrade, Greensboro. Holds the CFP and CFA. Fees on file: percentage of assets. - [Jovan Johnson](https://find.wellspent.co/advisors/jovan-johnson/), Piece of Wealth Planning LLC, Athens. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Kelly Dowdy](https://find.wellspent.co/advisors/kelly-dowdy/), HC Advisors, Sandy Springs. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Georgia work with founders? The Wellspent public graph lists 110 fee-only advisors for founders in Georgia, at 46 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Georgia located? Of the 110 fee-only advisors for founders in Georgia, 74 are in Atlanta, followed by 6 in Sandy Springs and 6 in Alpharetta. ## How do fee-only advisors for founders in Georgia charge? The most common fee among fee-only advisors for founders in Georgia is a percentage of assets, used by 96% of the 110 with fees on file. Many use more than one: 66% charge fixed fees and 25% 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 founders have? For founders, look for the CPA, EA and CFP. In Georgia, 40% of the 110 advisors listed hold the CFP. - CPA (1% of advisors listed): CPAs can model deal structure and the tax on proceeds. - EA (1% of advisors listed): Enrolled agents bring tax depth for multi-year planning. - CFP (40% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (10% of advisors listed): The CFA helps with investing a large sum at once. ## How do Georgia advisors for founders compare with the rest of the US? 25% of fee-only advisors for founders in Georgia charge by the hour, compared with 46% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Georgia tax income on top of federal tax? Yes. Georgia has a state income tax, so a financial plan for a Georgia resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Georgia? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Georgia can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Georgia? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How will you plan for Georgia tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | | [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | Ongoing planning fee | | [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets | | [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets | | [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato.md) | VIP Wealth Advisors | Decatur, Georgia | CFP, EA | Flat fee or retainer, Ongoing planning fee | | [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 | | [Helen Ngo](https://find.wellspent.co/advisors/helen-ngo.md) | Capital Benchmark Partners, LLC | Atlanta, Georgia | CFP | Percentage of assets, Hourly | | [Contey Smith](https://find.wellspent.co/advisors/contey-smith.md) | Motus Wealth Management, LLC | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Jovan Johnson](https://find.wellspent.co/advisors/jovan-johnson.md) | Piece of Wealth Planning LLC | Athens, Georgia | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [Randall Avery](https://find.wellspent.co/advisors/randall-avery.md) | Deasil Wealth Management, LLC | Decatur, Georgia | CFP, CFA | Percentage of assets | | [Cliff O'Conner](https://find.wellspent.co/advisors/cliff-oconner.md) | C.W. O'Conner Wealth Advisors, Inc. | Duluth, Georgia | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees | | [Jim Stanhouse](https://find.wellspent.co/advisors/jim-stanhouse.md) | Stanhouse Financial Planning & Mgt. | Duluth, Georgia | MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [Robert Schultz](https://find.wellspent.co/advisors/robert-schultz.md) | Rollins Financial Advisors, LLC | Atlanta, Georgia | CFP, ChFC | Percentage of assets | | [Emma Foulkes](https://find.wellspent.co/advisors/emma-foulkes.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [John Sena](https://find.wellspent.co/advisors/john-sena.md) | Mike Sena Advisors | Roswell, Georgia | CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Kamila Elliott](https://find.wellspent.co/advisors/kamila-elliott.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kathy Weese](https://find.wellspent.co/advisors/kathy-weese.md) | Nora Wealth | Atlanta, Georgia | CFP | Percentage of assets, One-time planning fee | | [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 | | [James White Jr.](https://find.wellspent.co/advisors/james-white-jr.md) | Forty Two Wealth LLC | Atlanta, Georgia | CFP | Percentage of assets, Flat fee or retainer | | [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia | | Flat fee or retainer, Percentage of assets, Hourly | | [Susan Powers](https://find.wellspent.co/advisors/susan-powers.md) | AssetGrade | Greensboro, Georgia | CFP, CFA | Percentage of assets | | [Alexander Alba](https://find.wellspent.co/advisors/alexander-alba.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Andrew Killpack](https://find.wellspent.co/advisors/andrew-killpack.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [Anthony Austreng](https://find.wellspent.co/advisors/anthony-austreng.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Caroline McInerney](https://find.wellspent.co/advisors/caroline-mcinerney.md) | HWM Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Carson Fields](https://find.wellspent.co/advisors/carson-fields.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Daniel Henning](https://find.wellspent.co/advisors/daniel-henning.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [John Ellis](https://find.wellspent.co/advisors/john-ellis.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Juwon Hill](https://find.wellspent.co/advisors/juwon-hill.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Kelly Dowdy](https://find.wellspent.co/advisors/kelly-dowdy.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [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 | | [Michael Stacey](https://find.wellspent.co/advisors/michael-stacey.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [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 | | [Russell Holcombe](https://find.wellspent.co/advisors/russell-holcombe.md) | Holcombe Financial | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Sam Evans](https://find.wellspent.co/advisors/sam-evans.md) | Evans Wealth Management | Duluth, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Stephen Amason](https://find.wellspent.co/advisors/stephen-amason.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Tracey Gordineer](https://find.wellspent.co/advisors/tracey-gordineer.md) | Blossom Balance | Gainesville, Georgia | CFP | 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 | | [Michael Murray](https://find.wellspent.co/advisors/michael-murray.md) | Persium Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Michael Rollauer](https://find.wellspent.co/advisors/michael-rollauer.md) | Highbrook Capital Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [William Bowen](https://find.wellspent.co/advisors/william-bowen.md) | Persium Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Ehijie Sado](https://find.wellspent.co/advisors/ehijie-sado.md) | Values Added | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Roney](https://find.wellspent.co/advisors/kyle-roney.md) | Troika Capital Advisors | Athens, Georgia | | Percentage of assets | | [Lily Evans](https://find.wellspent.co/advisors/lily-evans.md) | Evans Wealth Management | Duluth, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Mindy Evans](https://find.wellspent.co/advisors/mindy-evans.md) | Nora Wealth | Atlanta, Georgia | | Percentage of assets, One-time planning fee | Showing the first 50 of 110. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/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) - [Small business owners in Georgia](https://find.wellspent.co/specialties/small-business-owners/georgia.md) - [Family wealth transfer in Georgia](https://find.wellspent.co/specialties/family-wealth-transfer/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).