# Financial advisors for founders in Atlanta, Georgia > For founders in Atlanta, 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 Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC, James White Jr. of Forty Two Wealth LLC and Helen Ngo of Capital Benchmark Partners, LLC. Page: https://find.wellspent.co/specialties/founders-pre-exit/georgia/atlanta/ 74 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 Atlanta? For founders in Atlanta, 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 Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC, James White Jr. of Forty Two Wealth LLC and Helen Ngo of Capital Benchmark Partners, LLC. - [Lauren Way](https://find.wellspent.co/advisors/lauren-way/), Elwood & Goetz Wealth Advisory Group, LLC, Atlanta City. Holds the CFP and CFA. Fees on file: percentage of assets. - [James White Jr.](https://find.wellspent.co/advisors/james-white-jr/), Forty Two Wealth LLC, Atlanta City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Helen Ngo](https://find.wellspent.co/advisors/helen-ngo/), Capital Benchmark Partners, LLC, Atlanta City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Kathy Weese](https://find.wellspent.co/advisors/kathy-weese/), Nora Wealth, Atlanta City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Russell Holcombe](https://find.wellspent.co/advisors/russell-holcombe/), Holcombe Financial, Atlanta City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Caroline McInerney](https://find.wellspent.co/advisors/caroline-mcinerney/), HWM Wealth, Atlanta City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Atlanta work with founders? The Wellspent public graph lists 74 fee-only advisors for founders in Atlanta, at 24 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for founders in Atlanta charge? The most common fee among fee-only advisors for founders in Atlanta is a percentage of assets, used by 99% of the 74 with fees on file. Many use more than one: 84% charge fixed fees and 28% charge by the hour. ## 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 founders have? For founders, look for the CFP and CFA. In Atlanta, 32% of the 74 advisors listed hold the CFP. - CFP (32% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (9% of advisors listed): The CFA helps with investing a large sum at once. ## How do Atlanta advisors for founders compare with the rest of the US? 84% of fee-only advisors for founders in Atlanta charge fixed fees, compared with 57% 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 Atlanta? - 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 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [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 | | [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 | | [Alexander Alba](https://find.wellspent.co/advisors/alexander-alba.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Caroline McInerney](https://find.wellspent.co/advisors/caroline-mcinerney.md) | HWM Wealth | Atlanta, Georgia | CFP | 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 | | [Russell Holcombe](https://find.wellspent.co/advisors/russell-holcombe.md) | Holcombe Financial | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based 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 | | [Mindy Evans](https://find.wellspent.co/advisors/mindy-evans.md) | Nora Wealth | Atlanta, Georgia | | Percentage of assets, One-time planning fee | | [Rush Imhotep](https://find.wellspent.co/advisors/rush-imhotep.md) | Northwestern Mutual Investment Services, LLC | ATLANTA, Georgia | | Percentage of assets | | [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 | | [Ike Elele](https://find.wellspent.co/advisors/ike-elele.md) | CapitalWize | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kaya Ladejobi](https://find.wellspent.co/advisors/kaya-ladejobi.md) | Earn Into Wealth | Atlanta, Georgia | | Ongoing planning fee | | [Leo Rose](https://find.wellspent.co/advisors/leo-rose.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Phillip Nelson](https://find.wellspent.co/advisors/phillip-nelson.md) | Persium Group | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Stephen Griner](https://find.wellspent.co/advisors/stephen-griner.md) | Persium Group | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Will Holdren](https://find.wellspent.co/advisors/will-holdren.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Alexander Johnson](https://find.wellspent.co/advisors/alexander-johnson.md) | Holcombe Financial | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees, Performance-based 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 | | [Natalie Gallo](https://find.wellspent.co/advisors/natalie-gallo.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Riley Gessner](https://find.wellspent.co/advisors/riley-gessner.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Sarah Lee](https://find.wellspent.co/advisors/sarah-lee.md) | Holcombe Financial | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Solomon Cohen](https://find.wellspent.co/advisors/solomon-cohen.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | Showing the first 50 of 74. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/georgia/atlanta/?page=2 ## Related - [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) - [Family wealth transfer in Atlanta](https://find.wellspent.co/specialties/family-wealth-transfer/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).