Financial advisors for founders in Atlanta, Georgia

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.

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.

See every fee-only advisor fee in Georgia

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How will you plan for Georgia tax alongside federal tax?
6. 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.