Financial advisors for retirement planning in Atlanta, Georgia

Which financial advisor should I talk to about retirement planning in Atlanta?

For retirement planning in Atlanta, 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, Trevor Gunter of Four Pines Financial LLC and Christian Koch of KAM South.

How many fee-only financial advisors in Atlanta work on retirement planning?

The Wellspent public graph lists 72 fee-only advisors for retirement planning in Atlanta, at 38 firms. We counted every advisor record that lists this work, as of November 2026.

How do fee-only advisors for retirement planning in Atlanta charge?

The most common fee among fee-only advisors for retirement planning in Atlanta is a percentage of assets, used by 90% of the 72 with fees on file. Many use more than one: 67% charge fixed fees and 31% 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 retirement planning have?

For retirement planning, look for the CFP, EA and CPA. In Atlanta, 46% of the 72 advisors listed hold the CFP.

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 Atlanta?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. How does Georgia tax each source of my retirement income?

How current is this list of fee-only advisors for retirement planning 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.