# Financial advisors for small business owners in Georgia > For small business owners in Georgia, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Andrew Langdon of VetWorth, David Blain of BlueSky Wealth Advisors, LLC and Mark Stancato of VIP Wealth Advisors. Page: https://find.wellspent.co/specialties/small-business-owners/georgia/ 99 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 small business owner in Georgia? For small business owners in Georgia, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Andrew Langdon of VetWorth, David Blain of BlueSky Wealth Advisors, LLC and Mark Stancato of VIP Wealth Advisors. - [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon/), VetWorth, Peachtree City. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [David Blain](https://find.wellspent.co/advisors/david-blain/), BlueSky Wealth Advisors, LLC, Acworth. Holds the EA and CFP. Fees on file: ongoing planning fee. - [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. - [Casey Smith](https://find.wellspent.co/advisors/casey-smith/), Wiser Wealth Management, Inc., Marietta. Holds the CPA and CFP. Fees on file: percentage of assets, flat fee or retainer. - [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. - [Scott Voigt](https://find.wellspent.co/advisors/scott-voigt/), Verisail Partners, Chamblee. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Georgia work with small business owners? The Wellspent public graph lists 99 fee-only advisors for small business owners in Georgia, at 47 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for small business owners in Georgia located? Of the 99 fee-only advisors for small business owners in Georgia, 38 are in Atlanta, followed by 16 in Athens and 9 in Alpharetta. ## How do fee-only advisors for small business owners in Georgia charge? The most common fee among fee-only advisors for small business owners in Georgia is a percentage of assets, used by 87% of the 99 with fees on file. Many use more than one: 52% charge fixed fees and 33% 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 small business owners have? For small business owners, look for the CPA, EA and CFP. In Georgia, 46% of the 99 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs understand entity structure and business books. - EA (3% of advisors listed): Enrolled agents help with owner pay and business tax. - CFP (46% of advisors listed): The CFP keeps the business in the wider plan. ## How do Georgia advisors for small business owners compare with the rest of the US? 33% of fee-only advisors for small business owners in Georgia charge by the hour, compared with 48% of the 2,851 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 should I ask a financial advisor as a small business owner in Georgia? - Which retirement plan would you set up for my business, and why? - How would you set my salary against distributions? - How much of my net worth should stay in the business? - How do you plan for an eventual sale or succession? - How will you plan for Georgia tax alongside federal tax? ## How current is this list of fee-only advisors for small business owners 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 | | [David Barfield](https://find.wellspent.co/advisors/david-barfield.md) | Datapoint Financial Planning, LLC | Canton, Georgia | CFP | Hourly | | [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon.md) | VetWorth | Peachtree City, Georgia | CFP, EA, MBA | Flat fee or retainer, 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 | | [Casey Smith](https://find.wellspent.co/advisors/casey-smith.md) | Wiser Wealth Management, Inc. | Marietta, Georgia | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Daniel Mahoney](https://find.wellspent.co/advisors/daniel-mahoney.md) | True Square Financial LLC | Atlanta, Georgia | CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [David Blain](https://find.wellspent.co/advisors/david-blain.md) | BlueSky Wealth Advisors, LLC | Acworth, Georgia | CFA, CDFA, CFP, EA, MS, AFC, TPCP | Ongoing planning fee | | [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 | | [Tyler Day](https://find.wellspent.co/advisors/tyler-day.md) | Foresight Financial Planning | Alma, Georgia | CFP, CSLP | Flat fee or retainer, Ongoing planning fee | | [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 | | [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Amy Amorosso](https://find.wellspent.co/advisors/amy-amorosso.md) | Ball Wealth Management | Dawsonville, Georgia | CFP | Percentage of assets, Fixed fees | | [Emma Foulkes](https://find.wellspent.co/advisors/emma-foulkes.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Jared Haubenstock](https://find.wellspent.co/advisors/jared-haubenstock.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Kamila Elliott](https://find.wellspent.co/advisors/kamila-elliott.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Tracy Kasing](https://find.wellspent.co/advisors/tracy-kasing.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Andres Romero](https://find.wellspent.co/advisors/andres-romero.md) | E2E Financial | Atlanta, Georgia | CFP, ChFC | Ongoing 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 | | [Cynthia Rosso](https://find.wellspent.co/advisors/cynthia-rosso.md) | Elevate Wealth Advisory | Athens, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Erin Martin](https://find.wellspent.co/advisors/erin-martin.md) | MRP Advisors | Milton, Georgia | CFP | Percentage of assets, Hourly | | [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 | | [Margaret Nickens](https://find.wellspent.co/advisors/margaret-nickens.md) | Elm3 Financial Group | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia | | Flat fee or retainer, Percentage of assets, Hourly | | [Stacey Nickens](https://find.wellspent.co/advisors/stacey-nickens.md) | Elm3 Financial Group | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Susan Powers](https://find.wellspent.co/advisors/susan-powers.md) | AssetGrade | Greensboro, Georgia | CFP, CFA | Percentage of assets | | [Anthony Austreng](https://find.wellspent.co/advisors/anthony-austreng.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Bradford Gilliam](https://find.wellspent.co/advisors/bradford-gilliam.md) | Verisail Partners | Chamblee, Georgia | CFP | Percentage of assets, Ongoing planning fee | | [Carson Fields](https://find.wellspent.co/advisors/carson-fields.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Christopher Staples](https://find.wellspent.co/advisors/christopher-staples.md) | Wealth 360 | Buford, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Ian Weinstein](https://find.wellspent.co/advisors/ian-weinstein.md) | Regimen Wealth | Atlanta, Georgia | ChFC | Percentage of assets, Fixed fees | | [John Ellis](https://find.wellspent.co/advisors/john-ellis.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Rhonda Grover](https://find.wellspent.co/advisors/rhonda-grover.md) | Wealth 360 | Buford, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Pierson](https://find.wellspent.co/advisors/robert-pierson.md) | Pierson Wealth Management | Atlanta, Georgia | CFP | Percentage of assets | | [Scott Voigt](https://find.wellspent.co/advisors/scott-voigt.md) | Verisail Partners | Chamblee, Georgia | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Stephen Amason](https://find.wellspent.co/advisors/stephen-amason.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Taylor Stanfill](https://find.wellspent.co/advisors/taylor-stanfill.md) | Verisail Partners | Chamblee, Georgia | CFP | Percentage of assets, Ongoing planning fee | | [Thaddeus Gilliam](https://find.wellspent.co/advisors/thaddeus-gilliam.md) | Verisail Partners | Chamblee, Georgia | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Tracey Gordineer](https://find.wellspent.co/advisors/tracey-gordineer.md) | Blossom Balance | Gainesville, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Tracie Handberg](https://find.wellspent.co/advisors/tracie-handberg.md) | Verisail Partners | Chamblee, Georgia | CFP | Percentage of assets, Ongoing planning fee | | [Andrew Castleberry](https://find.wellspent.co/advisors/andrew-castleberry.md) | truFP | Cumming, Georgia | | Percentage of assets, Ongoing planning fee | | [Austin Rowland](https://find.wellspent.co/advisors/austin-rowland.md) | truFP | Cumming, Georgia | | Percentage of assets, Ongoing planning fee | | [Brian Rosso](https://find.wellspent.co/advisors/brian-rosso.md) | Elevate Wealth Advisory | Athens, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Burnett Townsend, Jr](https://find.wellspent.co/advisors/burnett-townsend-jr.md) | Townsend Wealth Management | Columbus, Georgia | CFP | Flat fee or retainer | Showing the first 50 of 99. The full list, page by page: https://find.wellspent.co/specialties/small-business-owners/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) - [Founders in Georgia](https://find.wellspent.co/specialties/founders-pre-exit/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).