| Charles Vickery | Elevate Wealth Advisory | Athens | ChFC | Percentage of assets, Hourly |
| Kenneth Bellavance | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Michael Murray | Persium Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Patrick Paxton | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Fezekas | Elevate Wealth Advisory | Athens | CFA | Percentage of assets, Hourly |
| Sergio De La Torre | Pandora Wealth | Roswell | Not listed | Percentage of assets |
| Tyler Townsend | Townsend Wealth Management | Columbus | CFP, CFA | Flat fee or retainer |
| William Bowen | Persium Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Kimberly Ball | Ball Wealth Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Michael Ball | Ball Wealth Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. | Northwestern Mutual Investment Services, LLC | ATLANTA | Not listed | Percentage of assets |
| Russell Carlson | ARIA Wealth Management | Dunwoody | Not listed | Percentage of assets, Hourly |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Trevor Reece | Waypoint Financial Planning | Marietta | Not listed | Ongoing planning fee, Hourly |
| Aspen Townley | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Benjamin Hall | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Clarke Holt | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Deanna Bloom | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Gary Stoller | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Jose Colmenarez | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Joseph Hardeman | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Kaya Ladejobi | Earn Into Wealth | Atlanta | Not listed | Ongoing planning fee |
| Leo Rose | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Mark Reagan | Reagan Financial Planning | Oxford | Not listed | Hourly |
| Monica Ladson | Elm3 Financial Group | Alpharetta | Not listed | Percentage of assets, Hourly |
| Phillip Nelson | Persium Group | Atlanta | CFA | Percentage of assets, Fixed fees |
| Preston Wilkie | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Stephen Griner | Persium Group | Atlanta | CFA | Percentage of assets, Fixed fees |
| Will Holdren | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Allison Mitchamore | WealthWise Financial Solutions | Snellville | CFA | Hourly |
| Anthony Mensah | Mensah Finance Group | Atlanta | Not listed | Percentage of assets, Hourly |
| Brian Carter | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| Charles Arnold | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Charles Shiver | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Clark Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Hayley Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Jeff Wills | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Samuel Komitor | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Thad King | Cedarwood Wealth | Atlanta | Not listed | Percentage of assets |
| William Gardner | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| William Ginsburg | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| Alexei Lutsayev | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Alison Gould | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Anna Hubert | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Francine Payne | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Joel Rabanal | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kimberly Brown | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Patrick Ungashick | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Raymond Prophater | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |