# Financial advisors for sustainable investing in Georgia > For sustainable investing in Georgia, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC, Kiersten Peshek of Citrine Capital and Chris Musick of Purpose Financial Planning. Page: https://find.wellspent.co/specialties/sustainable-investing/georgia/ 32 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 about sustainable investing in Georgia? For sustainable investing in Georgia, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC, Kiersten Peshek of Citrine Capital and Chris Musick of Purpose Financial Planning. - [Lauren Way](https://find.wellspent.co/advisors/lauren-way/), Elwood & Goetz Wealth Advisory Group, LLC, Atlanta. Holds the CFA and CFP. Fees on file: percentage of assets. - [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek/), Citrine Capital, Columbus. Holds the CFP. Fees on file: ongoing planning fee. - [Chris Musick](https://find.wellspent.co/advisors/chris-musick/), Purpose Financial Planning, Fayetteville. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour/), Prosperitage Wealth, Mcdonough. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Charles Ambroselli](https://find.wellspent.co/advisors/charles-ambroselli/), LCP Institutional, Alpharetta. Holds the CFP. Fees on file: percentage of assets. - [Rosanna Neil](https://find.wellspent.co/advisors/rosanna-neil/), Chicory Wealth, Decatur. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Georgia work on sustainable investing? The Wellspent public graph lists 32 fee-only advisors for sustainable investing in Georgia, at 15 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for sustainable investing in Georgia located? Of the 32 fee-only advisors for sustainable investing in Georgia, 11 are in Decatur, followed by 7 in Atlanta and 3 in Statesboro. ## How do fee-only advisors for sustainable investing in Georgia charge? The most common fee among fee-only advisors for sustainable investing in Georgia is a percentage of assets, used by 97% of the 32 with fees on file. Many use more than one: 53% charge fixed fees and 31% 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 sustainable investing have? For sustainable investing, look for the CFA and CFP. In Georgia, 50% of the 32 advisors listed hold the CFP. - CFA (9% of advisors listed): The CFA helps with evaluating funds and their holdings. - CFP (50% of advisors listed): The CFP keeps your values tied to your goals. ## How do Georgia advisors for sustainable investing compare with the rest of the US? 31% of fee-only advisors for sustainable investing in Georgia charge by the hour, compared with 46% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor about sustainable investing in Georgia? - What specifically would you exclude or include for me? - How do you check that a fund does what its name says? - How would this change my expected returns and costs? - How will you report on the impact of my portfolio? ## How current is this list of fee-only advisors for sustainable investing 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 | | [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | 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 | | [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 | | [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia | | Flat fee or retainer, Percentage of assets, Hourly | | [Brianna Shealey](https://find.wellspent.co/advisors/brianna-shealey.md) | Buena Vista Financial Planning LLC | Decatur, Georgia | | Percentage of assets, Flat fee or retainer | | [Ariel Rosenberg](https://find.wellspent.co/advisors/ariel-rosenberg.md) | Chicory Wealth | Decatur, Georgia | CFP | Percentage of assets, Fixed fees | | [Carolyn Larocco](https://find.wellspent.co/advisors/carolyn-larocco.md) | LCP Institutional | Atlanta, Georgia | CFP | Percentage of assets | | [Charles Ambroselli](https://find.wellspent.co/advisors/charles-ambroselli.md) | LCP Institutional | Alpharetta, Georgia | CFP | Percentage of assets | | [Daniel McNabb](https://find.wellspent.co/advisors/daniel-mcnabb.md) | Chicory Wealth | Decatur, Georgia | CFP | Percentage of assets, Fixed fees | | [Ehijie Sado](https://find.wellspent.co/advisors/ehijie-sado.md) | Values Added | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Heike Lautenschlaeger](https://find.wellspent.co/advisors/heike-lautenschlaeger.md) | Chicory Wealth | Decatur, Georgia | CFP | Percentage of assets, Fixed fees | | [Jacob Newcomer](https://find.wellspent.co/advisors/jacob-newcomer.md) | Chicory Wealth | Decatur, Georgia | CFP | Percentage of assets, Fixed fees | | [Katherine Hagedorn](https://find.wellspent.co/advisors/katherine-hagedorn.md) | Chicory Wealth | Decatur, Georgia | CFP | Percentage of assets, Fixed fees | | [Mark Demos](https://find.wellspent.co/advisors/mark-demos.md) | Anson Analytics | Tyrone, Georgia | CFA | Percentage of assets, Hourly | | [Mary Shaltis](https://find.wellspent.co/advisors/mary-shaltis.md) | Chicory Wealth | Decatur, Georgia | CFP | Percentage of assets, Fixed fees | | [Rosanna Neil](https://find.wellspent.co/advisors/rosanna-neil.md) | Chicory Wealth | Decatur, Georgia | CFP | Percentage of assets, Fixed fees | | [Samuel Sweitzer](https://find.wellspent.co/advisors/samuel-sweitzer.md) | Anson Analytics | Tyrone, Georgia | CFA | Percentage of assets, Hourly | | [Zachary Samples](https://find.wellspent.co/advisors/zachary-samples.md) | LCP Institutional | Atlanta, Georgia | CFP | Percentage of assets | | [David Hammond](https://find.wellspent.co/advisors/david-hammond.md) | Christian Values Investing | Statesboro, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Grayson Shaw](https://find.wellspent.co/advisors/grayson-shaw.md) | Christian Values Investing | Statesboro, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Kristin Vano](https://find.wellspent.co/advisors/kristin-vano.md) | Anson Analytics | Atlanta, Georgia | | Percentage of assets, Hourly | | [Stephen Hammond](https://find.wellspent.co/advisors/stephen-hammond.md) | Christian Values Investing | Statesboro, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Hakeem Webb](https://find.wellspent.co/advisors/hakeem-webb.md) | Ncfa | Douglasville, Georgia | | Percentage of assets, Hourly | | [Ahmed Mahmood](https://find.wellspent.co/advisors/ahmed-mahmood.md) | Wakil Wealth Advisory | Lawrenceville, Georgia | | Percentage of assets, Fixed fees | | [Christopher Wilson](https://find.wellspent.co/advisors/christopher-wilson.md) | LCP Institutional | Atlanta, Georgia | | Percentage of assets | | [Kristin Carlin](https://find.wellspent.co/advisors/kristin-carlin.md) | FERN Impact | Duluth, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Max Kulyk](https://find.wellspent.co/advisors/max-kulyk.md) | Chicory Wealth | Decatur, Georgia | | Percentage of assets, Fixed fees | | [Michelle Jackson](https://find.wellspent.co/advisors/michelle-jackson.md) | Chicory Wealth | Decatur, Georgia | | Percentage of assets, Fixed fees | | [Sandra Myburgh](https://find.wellspent.co/advisors/sandra-myburgh.md) | FERN Impact | Duluth, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Tina Tyson](https://find.wellspent.co/advisors/tina-tyson.md) | Chicory Wealth | Decatur, Georgia | | Percentage of assets, Fixed fees | ## 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) - [Small business owners in Georgia](https://find.wellspent.co/specialties/small-business-owners/georgia.md) - [Family wealth transfer in Georgia](https://find.wellspent.co/specialties/family-wealth-transfer/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).