# Financial advisors for tax planning in Georgia > For tax planning in Georgia, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Michael Schell of Pathway Financial Advisors, LLC, Mark Stancato of VIP Wealth Advisors and Andrew Langdon of VetWorth. Page: https://find.wellspent.co/specialties/tax-planning/georgia/ 151 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Georgia? For tax planning in Georgia, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Michael Schell of Pathway Financial Advisors, LLC, Mark Stancato of VIP Wealth Advisors and Andrew Langdon of VetWorth. - [Michael Schell](https://find.wellspent.co/advisors/michael-schell/), Pathway Financial Advisors, LLC, Atlanta. Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly. - [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato/), VIP Wealth Advisors, Decatur. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon/), VetWorth, Peachtree City. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [David Blain](https://find.wellspent.co/advisors/david-blain/), BlueSky Wealth Advisors, LLC, Acworth. Holds the EA and CFP. Fees on file: ongoing planning fee. - [Justin Owens](https://find.wellspent.co/advisors/justin-owens/), Horizon Advisors LLC, Rome. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Jovan Johnson](https://find.wellspent.co/advisors/jovan-johnson/), Piece of Wealth Planning LLC, Athens. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Georgia work on tax planning? The Wellspent public graph lists 151 fee-only advisors for tax planning in Georgia, at 75 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for tax planning in Georgia located? Of the 151 fee-only advisors for tax planning in Georgia, 55 are in Atlanta, followed by 19 in Athens and 11 in Woodstock. ## How do fee-only advisors for tax planning in Georgia charge? The most common fee among fee-only advisors for tax planning in Georgia is a percentage of assets, used by 90% of the 151 with fees on file. Many use more than one: 56% charge fixed fees and 48% 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 tax planning have? For tax planning, look for the EA, CPA and CFP. In Georgia, 50% of the 151 advisors listed hold the CFP. - EA (3% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (3% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (50% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Georgia advisors for tax planning compare with the rest of the US? 48% of fee-only advisors for tax planning in Georgia charge by the hour, compared with 41% of the 5,860 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 about tax planning in Georgia? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How will you plan for Georgia tax alongside federal tax? ## How current is this list of fee-only advisors for tax planning 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 | | [David Barfield](https://find.wellspent.co/advisors/david-barfield.md) | Datapoint Financial Planning, LLC | Canton, Georgia | CFP | Hourly | | [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon.md) | VetWorth | Peachtree City, Georgia | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee | | [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 | | [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato.md) | VIP Wealth Advisors | Decatur, Georgia | CFP, EA | Flat fee or retainer, Ongoing planning fee | | [Bradley Hilton](https://find.wellspent.co/advisors/bradley-hilton.md) | Sonas Financial Planning, LLC | Atlanta, Georgia | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Chloe Moore](https://find.wellspent.co/advisors/chloe-moore.md) | Financial Staples | Atlanta, Georgia | CFP | Ongoing planning fee, Flat fee or retainer | | [Trevor Gunter](https://find.wellspent.co/advisors/trevor-gunter.md) | Four Pines Financial LLC | Atlanta, Georgia | CFP | Percentage of assets, Ongoing planning fee | | [Ben Jacobs-Nichelson](https://find.wellspent.co/advisors/ben-jacobs-nichelson.md) | Fully Financial | Athens, Georgia | CFP, EA, MSFP | Percentage of assets, Hourly, Fixed fees | | [Cecil Staton](https://find.wellspent.co/advisors/cecil-staton.md) | Arch Financial Planning, LLC | Athens, Georgia | CFP | 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 | | [David Blain](https://find.wellspent.co/advisors/david-blain.md) | BlueSky Wealth Advisors, LLC | Acworth, Georgia | CFA, CDFA, CFP, EA, MS, AFC, TPCP | Ongoing planning fee | | [Patrick King](https://find.wellspent.co/advisors/patrick-king.md) | Prana Wealth | Atlanta, Georgia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser.md) | ATLas Investment Advisors | Alpharetta, Georgia | CFP, CIMA, CRC, CRPC, Retirement Management Advisor | Percentage of assets | | [Jovan Johnson](https://find.wellspent.co/advisors/jovan-johnson.md) | Piece of Wealth Planning LLC | Athens, Georgia | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [Justin Owens](https://find.wellspent.co/advisors/justin-owens.md) | Horizon Advisors LLC | Rome, Georgia | CFP, CGMA, CKA, CPA/PFS, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [Michael Schell](https://find.wellspent.co/advisors/michael-schell.md) | Pathway Financial Advisors, LLC | Atlanta, Georgia | CFP, EA, CPA/PFS, MBA | Percentage of assets, Hourly, Fixed fees | | [Nick Fazio](https://find.wellspent.co/advisors/nick-fazio.md) | Chattahoochee Wealth | Cumming, Georgia | CFP, CPA, CFA | Percentage of assets, Fixed fees | | [Thomas Cloud](https://find.wellspent.co/advisors/thomas-cloud.md) | Third Act Retirement Planning, Inc. | Marietta, Georgia | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly, Fixed fees | | [Christopher Williams](https://find.wellspent.co/advisors/christopher-williams-7346668.md) | Inceptive Financial | Atlanta, Georgia | CPA | Subscription, One-time planning fee | | [Michael Dayoub](https://find.wellspent.co/advisors/michael-dayoub.md) | Alpha Financial Management, Inc. | Savannah, Georgia | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Robert Stowe](https://find.wellspent.co/advisors/robert-stowe.md) | Foxholm Financial | Atlanta, Georgia | AAMS | One-time planning fee, Hourly | | [Robert Schultz](https://find.wellspent.co/advisors/robert-schultz.md) | Rollins Financial Advisors, LLC | Atlanta, Georgia | CFP, ChFC | Percentage of assets | | [Edward Kerns](https://find.wellspent.co/advisors/edward-kerns.md) | Footlamp Financial | Atlanta, Georgia | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Amy Amorosso](https://find.wellspent.co/advisors/amy-amorosso.md) | Ball Wealth Management | Dawsonville, 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 | | [Jamie Stolz](https://find.wellspent.co/advisors/jamie-stolz.md) | TandemGrowth Financial Advisors | Alpharetta, Georgia | CFP | Percentage of assets | | [Jared Haubenstock](https://find.wellspent.co/advisors/jared-haubenstock.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Jason Lina](https://find.wellspent.co/advisors/jason-lina.md) | Golden Bell | Alpharetta, Georgia | CFP, CFA | Percentage of assets | | [Jessica Sherrill](https://find.wellspent.co/advisors/jessica-sherrill.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [John Sena](https://find.wellspent.co/advisors/john-sena.md) | Mike Sena Advisors | Roswell, Georgia | CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Jon Bernier](https://find.wellspent.co/advisors/jon-bernier.md) | TandemGrowth Financial Advisors | Alpharetta, Georgia | CFP, ChFC | Percentage of assets | | [Joseph Beckford](https://find.wellspent.co/advisors/joseph-beckford.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Pitcock](https://find.wellspent.co/advisors/justin-pitcock.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kaitlin Theobald](https://find.wellspent.co/advisors/kaitlin-theobald.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kamila Elliott](https://find.wellspent.co/advisors/kamila-elliott.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kathy Weese](https://find.wellspent.co/advisors/kathy-weese.md) | Nora Wealth | Atlanta, Georgia | CFP | Percentage of assets, One-time planning fee | | [Mark Sheerin](https://find.wellspent.co/advisors/mark-sheerin.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Raymond Brown](https://find.wellspent.co/advisors/raymond-brown.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Mason](https://find.wellspent.co/advisors/ryan-mason-6648373.md) | Mason Wealth Strategies | Cumming, Georgia | CFP | Percentage of assets, Hourly | | [Theodore Noble](https://find.wellspent.co/advisors/theodore-noble.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Goodwin](https://find.wellspent.co/advisors/timothy-goodwin.md) | Goodwin Investment Advisory | Woodstock, 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 | | [William Hutchins](https://find.wellspent.co/advisors/william-hutchins.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg.md) | VDB Wealth | Savannah, Georgia | CFA | Percentage of assets, Flat fee or retainer | | [Cynthia Rosso](https://find.wellspent.co/advisors/cynthia-rosso.md) | Elevate Wealth Advisory | Athens, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Donald McCarty](https://find.wellspent.co/advisors/donald-mccarty.md) | Financial Decision Partners | Snellville, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 151. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/georgia/?page=2 ## 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) - [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) - [Executives in Georgia](https://find.wellspent.co/audiences/executives/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).