Financial advisors for small business owners in Georgia
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Andrew Langdon VetWorth, Peachtree City Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- David Blain BlueSky Wealth Advisors, LLC, Acworth Holds the EA and CFP. Fees on file: ongoing planning fee.
- Mark Stancato VIP Wealth Advisors, Decatur Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Casey Smith Wiser Wealth Management, Inc., Marietta Holds the CPA and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jovan Johnson Piece of Wealth Planning LLC, Athens Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- 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.
Plus 27 in other cities.
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.
- CPA2% in Georgia
- CPAs understand entity structure and business books.
- EA3% in Georgia
- Enrolled agents help with owner pay and business tax.
- CFP46% in Georgia
- 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.
Dark bars are Georgia. Light bars are all US advisors for small business owners.
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.
All 99 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 |
| Andrew Langdon | VetWorth | Peachtree City | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| 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 |
| Daniel Mahoney | True Square Financial LLC | Atlanta | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Contey Smith | Motus Wealth Management, LLC | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jovan Johnson | Piece of Wealth Planning LLC | Athens | CFP, CPA, PFS | Percentage of assets, Hourly |
| Randall Avery | Deasil Wealth Management, LLC | Decatur | CFP, CFA | Percentage of assets |
| Tyler Day | Foresight Financial Planning | Alma | CFP, CSLP | Flat fee or retainer, Ongoing planning fee |
| Cliff O'Conner | C.W. O'Conner Wealth Advisors, Inc. | Duluth | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees |
| 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 |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Andres Romero | E2E Financial | Atlanta | CFP, ChFC | Ongoing planning fee |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Cort Haber | Xception Family Office | Atlanta | CFP | Percentage of assets, Fixed fees |
| Cynthia Rosso | Elevate Wealth Advisory | Athens | CFP | Percentage of assets, Hourly |
| Erin Martin | MRP Advisors | Milton | CFP | Percentage of assets, Hourly |
| James White Jr. Wealth advisory services for high-earning CRE Professionals. | Forty Two Wealth LLC | Atlanta | CFP | Percentage of assets, Flat fee or retainer |
| Margaret Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
| Stacey Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| Susan Powers | AssetGrade | Greensboro | CFP, CFA | Percentage of assets |
| Anthony Austreng | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Bradford Gilliam | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Carson Fields | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Christopher Staples | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| John Ellis | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Rhonda Grover | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Scott Voigt | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Stephen Amason | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Taylor Stanfill | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Thaddeus Gilliam | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Tracey Gordineer | Blossom Balance | Gainesville | CFP | Percentage of assets, Hourly |
| Tracie Handberg | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Castleberry | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Austin Rowland | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Brian Rosso | Elevate Wealth Advisory | Athens | CFA | Percentage of assets, Hourly |
| Burnett Townsend, Jr | Townsend Wealth Management | Columbus | CFP | Flat fee or retainer |
Want a shorter list for small business owners?
Tell us what you need and we'll narrow Georgia's 99 advisors to the few who fit.
Get matched in 2 minutes