Financial advisors for retirement planning in Georgia
Which financial advisor should I talk to about retirement planning in Georgia?
For retirement planning in Georgia, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Michael Schell of Pathway Financial Advisors, LLC, David Blain of BlueSky Wealth Advisors, LLC and Casey Smith of Wiser Wealth Management, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Michael Schell Pathway Financial Advisors, LLC, Atlanta Holds the CFP, EA and CPA. Fees on file: percentage of assets, hourly.
- David Blain BlueSky Wealth Advisors, LLC, Acworth Holds the CFP and EA. Fees on file: ongoing planning fee.
- Casey Smith Wiser Wealth Management, Inc., Marietta Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Brian Seymour Prosperitage Wealth, Mcdonough Holds the RICP and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Mark Stancato VIP Wealth Advisors, Decatur Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Ben Jacobs-Nichelson Fully Financial, Athens Holds the CFP and EA. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Georgia work on retirement planning?
The Wellspent public graph lists 202 fee-only advisors for retirement planning in Georgia, at 107 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for retirement planning in Georgia located?
Of the 202 fee-only advisors for retirement planning in Georgia, 72 are in Atlanta, followed by 19 in Athens and 18 in Alpharetta.
Plus 74 in other cities.
How do fee-only advisors for retirement planning in Georgia charge?
The most common fee among fee-only advisors for retirement planning in Georgia is a percentage of assets, used by 91% of the 202 with fees on file. Many use more than one: 56% charge fixed fees and 48% 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 retirement planning have?
For retirement planning, look for the CFP, EA and CPA. In Georgia, 47% of the 202 advisors listed hold the CFP.
- CFP47% in Georgia
- The CFP covers income, tax, insurance, and estate decisions together.
- EA2% in Georgia
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA3% in Georgia
- CPAs help with the tax side of withdrawals.
How do Georgia advisors for retirement planning compare with the rest of the US?
56% of fee-only advisors for retirement planning in Georgia charge fixed fees, compared with 47% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Georgia. Light bars are all US advisors for retirement planning.
Does Georgia tax Social Security?
No. Georgia doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Georgia?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Georgia tax each source of my retirement income?
How current is this list of fee-only advisors for retirement planning 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.
All 202 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| David Barfield Hourly, fee-only advice for individuals, families and small businesses who want to pay only for the time they need. | Datapoint Financial Planning, LLC | Canton | CFP | Hourly |
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Lindsay Elwood | Elwood & Goetz Wealth Advisory Group | Athens | CFP | Percentage of assets |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Casey Smith | Wiser Wealth Management, Inc. | Marietta | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Chloe Moore | Financial Staples | Atlanta | CFP | Ongoing planning fee, Flat fee or retainer |
| Trevor Gunter | Four Pines Financial LLC | Atlanta | CFP | Percentage of assets, Ongoing planning fee |
| Ben Jacobs-Nichelson | Fully Financial | Athens | CFP, EA, MSFP | Percentage of assets, Hourly |
| Cecil Staton | Arch Financial Planning, LLC | Athens | CFP | Percentage of assets |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| Helen Ngo | Capital Benchmark Partners, LLC | Atlanta | CFP | Percentage of assets, Hourly |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| G. Christian Mauser | ATLas Investment Advisors | Alpharetta | CFP, CIMA, CRC, CRPC | Percentage of assets |
| Jovan Johnson | Piece of Wealth Planning LLC | Athens | CFP, CPA, PFS | Percentage of assets, Hourly |
| Justin Owens | Horizon Advisors LLC | Rome | CFP, CGMA, CKA, CPA/PFS | Percentage of assets, Hourly |
| Kurt Dupuis | Root Wealth Management | Decatur | CFP | Percentage of assets, Hourly |
| Luke McCord | Greenway Financial Planning, LLC | Cumming | CFP | Ongoing planning fee, Percentage of assets |
| Michael Schell | Pathway Financial Advisors, LLC | Atlanta | CFP, EA, CPA/PFS, MBA | Percentage of assets, Hourly |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| Thomas Cloud | Third Act Retirement Planning, Inc. | Marietta | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly |
| Christopher Williams Fixed-fee comprehensive financial plans for individuals and families from a solo planner with a CPA background. | Inceptive Financial | Atlanta | CPA | Subscription, One-time planning fee |
| Michael Dayoub | Alpha Financial Management, Inc. | Savannah | CFP, MBA | Percentage of assets, Hourly |
| Randall Avery | Deasil Wealth Management, LLC | Decatur | CFP, CFA | Percentage of assets |
| Robert Stowe Flat-fee, advice-only retirement planning for STEM professionals and educators who want to keep control of their own accounts. | Foxholm Financial | Atlanta | AAMS | One-time planning fee, Hourly |
| Cliff O'Conner | C.W. O'Conner Wealth Advisors, Inc. | Duluth | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees |
| Jim Stanhouse | Stanhouse Financial Planning & Mgt. | Duluth | MBA | Percentage of assets, Ongoing planning fee |
| Lori Eason | Alder Financial Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Amy Amorosso | Ball Wealth Management | Dawsonville | CFP | Percentage of assets, Fixed fees |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Jamie Stolz | TandemGrowth Financial Advisors | Alpharetta | CFP | Percentage of assets |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jason Lina | Golden Bell | Alpharetta | CFP, CFA | Percentage of assets |
| Jessica Sherrill | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| John Sena | Mike Sena Advisors | Roswell | CFP | Flat fee or retainer, Hourly |
| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Joseph Beckford | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Justin Pitcock | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Kaitlin Theobald | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Kathy Weese | Nora Wealth | Atlanta | CFP | Percentage of assets, One-time planning fee |
| Mark Sheerin | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Raymond Brown | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Ryan Mason | Mason Wealth Strategies | Cumming | CFP | Percentage of assets, Hourly |
| Theodore Noble | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Timothy Goodwin | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
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