# Financial advisors for small business owners in Atlanta, Georgia > For small business owners in Atlanta, 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 Daniel Mahoney of True Square Financial LLC, James White Jr. of Forty Two Wealth LLC and Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC. Page: https://find.wellspent.co/specialties/small-business-owners/georgia/atlanta/ 38 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 Atlanta? For small business owners in Atlanta, 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 Daniel Mahoney of True Square Financial LLC, James White Jr. of Forty Two Wealth LLC and Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC. - [Daniel Mahoney](https://find.wellspent.co/advisors/daniel-mahoney/), True Square Financial LLC, Atlanta City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [James White Jr.](https://find.wellspent.co/advisors/james-white-jr/), Forty Two Wealth LLC, Atlanta City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Lauren Way](https://find.wellspent.co/advisors/lauren-way/), Elwood & Goetz Wealth Advisory Group, LLC, Atlanta City. Holds the CFP. Fees on file: percentage of assets. - [Andres Romero](https://find.wellspent.co/advisors/andres-romero/), E2E Financial, Atlanta City. Holds the CFP. Fees on file: ongoing planning fee. - [Helen Ngo](https://find.wellspent.co/advisors/helen-ngo/), Capital Benchmark Partners, LLC, Atlanta City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Contey Smith](https://find.wellspent.co/advisors/contey-smith/), Motus Wealth Management, LLC, Atlanta City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Atlanta work with small business owners? The Wellspent public graph lists 38 fee-only advisors for small business owners in Atlanta, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for small business owners in Atlanta charge? The most common fee among fee-only advisors for small business owners in Atlanta is a percentage of assets, used by 92% of the 38 with fees on file. Many use more than one: 66% charge fixed fees and 13% 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. ## What credentials should a financial advisor for small business owners have? For small business owners, look for the CFP. In Atlanta, 39% of the 38 advisors listed hold the CFP. - CFP (39% of advisors listed): The CFP keeps the business in the wider plan. ## How do Atlanta advisors for small business owners compare with the rest of the US? 13% of fee-only advisors for small business owners in Atlanta 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 Atlanta? - 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 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [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 | | [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 | | [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 | | [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, 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 | | [Cort Haber](https://find.wellspent.co/advisors/cort-haber.md) | Xception Family Office | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [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 | | [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia | | Flat fee or retainer, Percentage of assets, Hourly | | [Ian Weinstein](https://find.wellspent.co/advisors/ian-weinstein.md) | Regimen Wealth | Atlanta, Georgia | ChFC | Percentage of assets, Fixed fees | | [Robert Pierson](https://find.wellspent.co/advisors/robert-pierson.md) | Pierson Wealth Management | Atlanta, Georgia | CFP | Percentage of assets | | [Michael Murray](https://find.wellspent.co/advisors/michael-murray.md) | Persium Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [William Bowen](https://find.wellspent.co/advisors/william-bowen.md) | Persium Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Kimberly Ball](https://find.wellspent.co/advisors/kimberly-ball.md) | Ball Wealth Management | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Michael Ball](https://find.wellspent.co/advisors/michael-ball.md) | Ball Wealth Management | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Rush Imhotep](https://find.wellspent.co/advisors/rush-imhotep.md) | Northwestern Mutual Investment Services, LLC | ATLANTA, Georgia | | Percentage of assets | | [Taylor Moody](https://find.wellspent.co/advisors/taylor-moody.md) | Regimen Wealth | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Kaya Ladejobi](https://find.wellspent.co/advisors/kaya-ladejobi.md) | Earn Into Wealth | Atlanta, Georgia | | Ongoing planning fee | | [Leo Rose](https://find.wellspent.co/advisors/leo-rose.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Phillip Nelson](https://find.wellspent.co/advisors/phillip-nelson.md) | Persium Group | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Stephen Griner](https://find.wellspent.co/advisors/stephen-griner.md) | Persium Group | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Will Holdren](https://find.wellspent.co/advisors/will-holdren.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Anthony Mensah](https://find.wellspent.co/advisors/anthony-mensah.md) | Mensah Finance Group | Atlanta, Georgia | | Percentage of assets, Hourly | | [Brian Carter](https://find.wellspent.co/advisors/brian-carter.md) | Pierson Wealth Management | Atlanta, Georgia | | Percentage of assets | | [Thad King](https://find.wellspent.co/advisors/thad-king.md) | Cedarwood Wealth | Atlanta, Georgia | | Percentage of assets | | [William Ginsburg](https://find.wellspent.co/advisors/william-ginsburg.md) | Pierson Wealth Management | Atlanta, Georgia | | Percentage of assets | | [Alexei Lutsayev](https://find.wellspent.co/advisors/alexei-lutsayev.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Alison Gould](https://find.wellspent.co/advisors/alison-gould.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Anna Hubert](https://find.wellspent.co/advisors/anna-hubert.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Francine Payne](https://find.wellspent.co/advisors/francine-payne.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Joel Rabanal](https://find.wellspent.co/advisors/joel-rabanal.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Kimberly Brown](https://find.wellspent.co/advisors/kimberly-brown.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Patrick Ungashick](https://find.wellspent.co/advisors/patrick-ungashick.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Raymond Prophater](https://find.wellspent.co/advisors/raymond-prophater.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | ## Related - [Founders in Atlanta](https://find.wellspent.co/specialties/founders-pre-exit/georgia/atlanta.md) - [Retirement planning in Atlanta](https://find.wellspent.co/specialties/retirement-planning/georgia/atlanta.md) - [Estate planning in Atlanta](https://find.wellspent.co/specialties/estate-planning/georgia/atlanta.md) - [Family wealth transfer in Atlanta](https://find.wellspent.co/specialties/family-wealth-transfer/georgia/atlanta.md) - [Tax planning in Atlanta](https://find.wellspent.co/specialties/tax-planning/georgia/atlanta.md) - [Executives in Atlanta](https://find.wellspent.co/audiences/executives/georgia/atlanta.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).