Fee-Only Financial Planners in:
Georgia

These Georgia Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Georgia Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Chloé Moore, CFP®
Financial Staples
Atlanta GA
Fee-Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
Helga Cuthbert, CFP®
Cuthbert Financial Guidance
Decatur GA, Atlanta GA
Fee-Only Financial Advisor serving Decatur, GA and the entire Atlanta area.
Christian Koch, CFP®, CPWA®, CDFA™, RICP®
KAM - South, LLC
Atlanta GA, Peachtree City GA, Athens GA, Sandy Springs GA
Fee Only Financial Advisor Located in Atlanta, GA and serving the Entire Athens, Peathtree City, and Metro-Atlanta Area
Arthur Aust, CFP®, AIF®
Aust Financial Advisory, LLC
Chamblee GA
Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
John Day, CPA, PFS
Day and Ennis, LLC
Macon GA
Fee-Only Financial Advisor located in Macon, GA and serving the entire region
Roy Larsen, CFP®, AAMS®
Larsen Wealth Management, LLC
Gainesville GA, Atlanta GA, Alpharetta GA
Fee-Only Financial Planner Located in Cumming, GA and Serving the Greater Atlanta Area
Anthony Guinta, CPA, CFP®, PFS
Homrich Berg
Atlanta GA
Fee-Only financial planning and investment management, located in Atlanta, GA
Lindsay Elwood, CFP®
Elwood & Goetz Wealth Advisory Group
Athens GA
Fee Only Financial Planner Located in Athens, GA and Serving Clients Nationwide
Cliff O'Conner, ChFC®, CPWA®
C.W. O'Conner Wealth Advisors, Inc
Peachtree Corners GA
Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
Chris Hardy, CFP®, ChFC®, CLU®, EA, NTPI Fellow®
Paramount Investment Advisors
Suwanee GA, Atlanta GA, Alpharetta GA, Duluth GA, Cumming GA
NAPFA Registered, Fee-Only Financial Planner located in Suwanee, GA and Serving the Greater Atlanta, Alpharetta, Cumming, Johns Creek and Roswell Area
John Howard, CFP®, CPA/PFS, JD
Resource Planning Group
St. Simons Island GA, Atlanta GA
Fee Only Financial Planner Serving Atlanta, St. Simons island and the surrounding areas
Dan Mahoney, CFP®
True Square Financial
Atlanta GA
Fee-Only Financial Planner serving the Atlanta, GA area.
Jon Houk, CFP®
JPH Advisory Group, Inc.
Atlanta GA
Fee-Only Financial Advisor serving Atlanta, GA area.
Michael Smith, CFP®
RTD Financial Advisors, Inc.
Atlanta GA, Philadelphia PA, Bonita Springs FL, Mt. Laurel NJ, West Chester PA, Johnstown PA
Fee-Only Financial Planner with offices in Philadelphia, Atlanta, Bonita Springs (FL), Mt. Laurel (NJ), West Chester and Johnstown (PA)
Thomas Cloud, CFP®, ChFC®, AAMS
Eleven Two Fund Management, Inc.
Marietta GA, Rome GA, St. Simons GA
Fee-Only Financial Advisor serving Marietta, GA area.
Scarlott Cagle, MS-PFP, CFP®, EA
Wealthcare Capital Management, LLC
Decatur GA
Fee Only Financial Advisor Located in Decatur, GA and Serving Clients in Metro Atlanta
Michael Koenig, CFP®
FirsTrust, LLC
Daytona Beach FL, Boca Raton FL, Tampa FL, Orlando FL, Atlanta GA, The Villages FL
Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
Jason Lina, MBA, CFA®, CFP®
Resource Planning Group
Atlanta GA
Fee-Only Financial Planner serving the Atlanta, GA area.
Carol Berger, CFP®
Berger Wealth Management
Peachtree City GA, Atlanta GA
Fee-Only financial planner serving the Peachtree City and surrounding metro Atlanta, GA area
Micah Porter, CFP®, CFA®
Minerva Planning Group, Inc.
Decatur GA, Atlanta GA
Fee Only Financial Planner Located in Decatur, GA and Atlanta and Clients Nationwide
James Daniel, CFP®, CFA, CMT, EA
The Advisory Firm, LLC
Alpharetta GA, Atlanta GA
The Advisory Firm, LLC is a Fee Only Financial Planning, Investment and Tax practice in Alpharetta, GA focusing on Retirement Strategies.
Jeff Bernier, CFP®, CFS, ChFc, MSFP
TandemGrowth Financial Advisors, LLC
Alpharetta GA
Fee-Only Financial Advisor serving Alpharetta, GA area.
Christian Mauser, CFP®
Resource Planning Group
Atlanta GA, St. Simons Island GA
Fee-Only Financial Planner with offices in Atlanta and St. Simon, GA
Christopher Cannon, CFA
FirsTrust, LLC
Boca Raton FL, Daytona Beach FL, Tampa FL, Orlando FL, Atlanta GA, The Villages FL
Chief Investment Officer at FirsTrust, LLC, a Fee Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide form multiple office locations
Elayne Pisarik, CFP®, CLU®, ChFC®
FirsTrust, LLC
Tampa FL, Boca Raton FL, Daytona Beach FL, Orlando FL, Atlanta GA, The Villages FL
Fee Only Financial Planner Located in Orlando, FL and Serving Clients Nationwide
David Hultstrom, CFP®, ChFC®, CFA®
Financial Architects, LLC
Woodstock GA
Fee-Only Financial Advisor serving Woodstock, GA area.
Norris Edmonson, Jr., CPA, PFS, AIF - Beacon Financial Advisers, Inc. - Alpharetta GA, Atlanta GA, Duluth GA, Conyers GA
Renée Weese, CFP® - Minerva Planning Group, Inc. - Atlanta GA
Michael Dayoub, CFP®, MBA - Alpha Financial Management - Savannah GA, Alpharetta GA
Ryan Halpern - Brightworth - Atlanta GA
Bo Hanson - Preston & Cleveland Wealth Management, LLC - McDonough GA
Tamara Shelabarger, CFP® - Ronald Blue & Co. - Roswell GA
Brian Huey, CFP® - Redwood Wealth Management, LLC - Alpharetta GA
Daniel Wolthuis, CFP®, MBA - Ronald Blue & Co. - Roswell GA Atlanta GA
Helen Ngo, CFP® - Capital Benchmark Partners, LLC - Atlanta GA
Anitha Rao - Financial Architects, LLC - Woodstock GA
James Rasmussen - One & Done Financial - Peachtree City GA
Kenneth Frenke - Kenneth Frenke & Co. - Arden NC, Marietta GA
David Polstra, CFP®, CPA, CIMA - Brightworth, LLC - Atlanta GA
Kevin Woods - Gratus Capital Management - Atlanta GA
Desmond Quigley - Quigley Financial - Peachtree City GA, Bluffton SC
Carl Macko, CFP®, MBA - Synergy Capital Management, LLC - Atlanta GA
Melissa Beach - Modera Wealth Management, LLC - Atlanta GA
Michael Sava - FirsTrust - Atlanta GA
Alden Mergenthal - Elwood & Goetz Wealth Advisory Group, LLC - Athens GA
Bill Cleveland, CFP®, CPA, PFS, MBA - Calvary Wealth - Augusta GA, Columbia SC
Colleen Giffin, CFP® - Beall Financial Planning, Inc. - Macon GA
Ray Padron - Brightworth, LLC - Atlanta GA
Thomas Presley - Brightworth, LLC - Atlanta GA
Annika Ferris - Brightworth, LLC - Atlanta GA
Bryan Totri, CFP® - St. John & Associates, Inc. - Roswell GA
Stephanie Davidson, CFP® - Day and Ennis - Macon GA
Gregory Sloan, CFP®, MBA - The Daniel Financial Group, LLC - Duluth GA
Marshall Potter - Ronald Blue & Co. - Roswell GA
Sarah Baker - Ronald Blue & Co. - Roswell GA
Todd Black, CFP® - Dogwood Capital Management - Cumming GA
Warren Wick - Lesesne Capital Management - Atlanta GA
Jeffrey Chinery - Ronald Blue & Co. - Roswell GA
Annika Ferris Cushnie - Brightworth, LLC - Atlanta GA
Ryan Blackburn - Ronald Blue & Co. - Roswell GA
Robert Hockett - Modera Wealth Management, LLC - Atlanta GA, Stockbridge GA
Philip Fox - Ronald Blue & Co. - Roswell GA, Indianapolis IN
Kyle Kvalheim - KV Financial Planning - Brookhaven GA
Brian Preston, CFP®, CPA, PFS - Preston & Cleveland Wealth Management, LLC - Franklin TN, McDonough GA
Paul Sinatra - Regency Financial Planning, LLC - Atlanta GA
Alan Gaylor, CFP®, MBA - Alder Financial Group - Birmingham AL, Atlanta GA
Matthew Heller, CFP®, MBA - Day and Ennis, LLC - Macon GA
Scott Winkler, CFP®, CPA, PFS - Winkler Financial Planning, LLC - Norcross GA, Roswell GA
Don Whalen - Versailles Financial, LLC - Alpharetta GA
Charlie Jordan - Brightworth - Atlanta GA
Bill Ennis, CPA, PFS - Day and Ennis, LLC - Macon GA
Paul McNair, CFP® - The Monitor Group, Inc. - Martinez GA
Steven Wykoff, CFP - Mersereau, Lazenby & Rockas, LLC - Suwanee GA
Jim Stanhouse - Stanhouse Financial Planning and Management, LLC - Duluth GA