Financial advisors for small business owners in Atlanta, Georgia

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.

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.

See every fee-only advisor fee in Georgia

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.

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?

1. Which retirement plan would you set up for my business, and why?
2. How would you set my salary against distributions?
3. How much of my net worth should stay in the business?
4. How do you plan for an eventual sale or succession?
5. 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.