Financial advisors for tax planning in Georgia
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Michael Schell Pathway Financial Advisors, LLC, Atlanta Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly.
- Mark Stancato VIP Wealth Advisors, Decatur Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Andrew Langdon VetWorth, Peachtree City Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- David Blain BlueSky Wealth Advisors, LLC, Acworth Holds the EA and CFP. Fees on file: ongoing planning fee.
- Justin Owens Horizon Advisors LLC, Rome Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- 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.
Plus 51 in other cities.
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.
- EA3% in Georgia
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA3% in Georgia
- CPAs bring broad tax and accounting depth.
- CFP50% in Georgia
- 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.
Dark bars are Georgia. Light bars are all US advisors for tax planning.
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.
All 151 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| David Barfield Hourly, fee-only advice for individuals, families and small businesses who want to pay only for the time they need. | Datapoint Financial Planning, LLC | Canton | CFP | Hourly |
| Andrew Langdon | VetWorth | Peachtree City | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Lindsay Elwood | Elwood & Goetz Wealth Advisory Group | Athens | CFP | Percentage of assets |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Chloe Moore | Financial Staples | Atlanta | CFP | Ongoing planning fee, Flat fee or retainer |
| Trevor Gunter | Four Pines Financial LLC | Atlanta | CFP | Percentage of assets, Ongoing planning fee |
| Ben Jacobs-Nichelson | Fully Financial | Athens | CFP, EA, MSFP | Percentage of assets, Hourly |
| Cecil Staton | Arch Financial Planning, LLC | Athens | CFP | Percentage of assets |
| Daniel Mahoney | True Square Financial LLC | Atlanta | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| G. Christian Mauser | ATLas Investment Advisors | Alpharetta | CFP, CIMA, CRC, CRPC | Percentage of assets |
| Jovan Johnson | Piece of Wealth Planning LLC | Athens | CFP, CPA, PFS | Percentage of assets, Hourly |
| Justin Owens | Horizon Advisors LLC | Rome | CFP, CGMA, CKA, CPA/PFS | Percentage of assets, Hourly |
| Michael Schell | Pathway Financial Advisors, LLC | Atlanta | CFP, EA, CPA/PFS, MBA | Percentage of assets, Hourly |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| Thomas Cloud | Third Act Retirement Planning, Inc. | Marietta | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly |
| Christopher Williams Fixed-fee comprehensive financial plans for individuals and families from a solo planner with a CPA background. | Inceptive Financial | Atlanta | CPA | Subscription, One-time planning fee |
| Michael Dayoub | Alpha Financial Management, Inc. | Savannah | CFP, MBA | Percentage of assets, Hourly |
| Robert Stowe Flat-fee, advice-only retirement planning for STEM professionals and educators who want to keep control of their own accounts. | Foxholm Financial | Atlanta | AAMS | One-time planning fee, Hourly |
| Robert Schultz | Rollins Financial Advisors, LLC | Atlanta | CFP, ChFC | Percentage of assets |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Amy Amorosso | Ball Wealth Management | Dawsonville | CFP | Percentage of assets, Fixed fees |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Jamie Stolz | TandemGrowth Financial Advisors | Alpharetta | CFP | Percentage of assets |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jason Lina | Golden Bell | Alpharetta | CFP, CFA | Percentage of assets |
| Jessica Sherrill | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| John Sena | Mike Sena Advisors | Roswell | CFP | Flat fee or retainer, Hourly |
| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Joseph Beckford | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Justin Pitcock | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Kaitlin Theobald | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Kathy Weese | Nora Wealth | Atlanta | CFP | Percentage of assets, One-time planning fee |
| Mark Sheerin | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Raymond Brown | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Ryan Mason | Mason Wealth Strategies | Cumming | CFP | Percentage of assets, Hourly |
| Theodore Noble | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Timothy Goodwin | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| William Hutchins | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Cynthia Rosso | Elevate Wealth Advisory | Athens | CFP | Percentage of assets, Hourly |
| Donald McCarty | Financial Decision Partners | Snellville | CFP | Percentage of assets, Hourly |
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