Financial advisors for tax planning in Atlanta, Georgia

Which financial advisor should I talk to about tax planning in Atlanta?

For tax planning in Atlanta, 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, Patrick King of Prana Wealth and Daniel Mahoney of True Square Financial LLC.

How many fee-only financial advisors in Atlanta work on tax planning?

The Wellspent public graph lists 55 fee-only advisors for tax planning in Atlanta, at 28 firms. We counted every advisor record that lists this work, as of November 2026.

How do fee-only advisors for tax planning in Atlanta charge?

The most common fee among fee-only advisors for tax planning in Atlanta is a percentage of assets, used by 87% of the 55 with fees on file. Many use more than one: 71% charge fixed fees and 35% 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 tax planning have?

For tax planning, look for the EA, CPA and CFP. In Atlanta, 51% of the 55 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 about tax planning in Atlanta?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. How will you plan for Georgia tax alongside federal tax?

How current is this list of fee-only advisors for tax planning 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.