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...

Lindsay Elwood, CFP®
Elwood & Goetz Wealth Advisory Group
Athens GA
Fee Only Financial Planner Located in Athens, GA and Serving Clients Nationwide
Jon Houk, CFP®
JPH Advisory Group, Inc.
Atlanta GA
Fee-Only Financial Advisor serving 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
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
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
Wes Moss, CFP®
Capital Investment Advisors
Atlanta GA
Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
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)
David Hultstrom, CFP®, ChFC®, CFA®
Financial Architects, LLC
Woodstock GA
Fee-Only Financial Advisor serving Woodstock, GA area.
Jeff Bernier, CFP®, CFS, ChFc, MSFP
TandemGrowth Financial Advisors, LLC
Alpharetta GA
Fee-Only Financial Advisor serving Alpharetta, GA area.
Roy Larsen, CFP®, AAMS®
Larsen Wealth Management, LLC
Cumming GA, Atlanta GA, Alpharetta GA
Fee-Only Financial Planner Located in Cumming, GA and Serving the Greater Atlanta Area
John Day, CPA, PFS
Day and Ennis, LLC
Macon GA
Fee-Only Financial Advisor located in Macon, GA and serving the entire region
Todd Black, CFP®
Dogwood Capital Management, Inc.
Cumming GA
Fee-Only Financial Advisor serving Cumming, GA area.
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
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
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
Anthony Guinta, CPA, CFP®, PFS
Homrich Berg
Atlanta GA
Fee-Only financial planning and investment management, located in Atlanta, GA
Christian Mauser, CFP®
Resource Planning Group
Atlanta GA, St. Simons Island GA
Fee-Only Financial Planner with offices in Atlanta and St. Simon, GA
Scarlott Cagle, EA, MS-PFP, CFP®
Wealthcare Capital Management
Decatur GA
Fee Only Financial Advisor Located in Decatur, GA and Serving Clients in Metro Atlanta
Chris Hardy, CFP®, ChFc, CLU®, EA, NTPI Fellow®
Paramount Investment Advisors
Suwanee GA
Fee-Only Financial Planner located in Suwanee, GA and Serving the Greater Atlanta, Alpharetta and Roswell Area
Jason Lina, MBA, CFA®, CFP®
Resource Planning Group
Atlanta GA
Fee-Only Financial Planner serving the Atlanta, GA area.
Daniel Wolthuis, CFP®, MBA
Ronald Blue & Co.
Roswell GA, Atlanta GA
Fee Only Financial Planner Serving the Metro-Atlanta 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
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.
Helga Cuthbert, CFP®
Cuthbert Financial Guidance
Decatur GA, Atlanta GA
Fee-Only Financial Advisor serving Decatur, GA and the entire Atlanta area.
Mitchell Reiner, CFP®, CIMA
Capital Investment Advisors
Atlanta GA
Fee Only Financial Planner Located in Atlanta, GA and Serving 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 serving clients across metro Atlanta.
Alan Gaylor, CFP®, MBA - Alder Financial Group - Birmingham AL, Atlanta GA
Kenneth Frenke - Kenneth Frenke & Co. - Arden NC, Marietta GA
Annika Ferris Cushnie - Brightworth, LLC - Atlanta GA
Bill Ennis, CPA, PFS - Day and Ennis, LLC - Macon GA
Tom Madison - Madison Family Wealth Planning, LLC - Tiger GA
Jim Stanhouse - Stanhouse Financial Planning and Management, LLC - Duluth GA
Norris Edmonson, Jr., CPA, PFS, AIF - Beacon Financial Advisers, Inc. - Alpharetta GA, Atlanta GA, Duluth GA, Conyers GA
Ryan Blackburn - Ronald Blue & Co. - Roswell GA
Brian Huey, CFP® - Redwood Wealth Management, LLC - Alpharetta GA
Renée Weese, CFP® - Minerva Planning Group, Inc. - Atlanta GA
Michael Dayoub - Union Hill Financial Planning - Milton GA
Bo Hanson - Preston & Cleveland Wealth Management, LLC - McDonough GA
Desmond Quigley - Quigley Financial - Peachtree City GA, Bluffton SC
Tamara Shelabarger, CFP® - Ronald Blue & Co. - Roswell GA
Steven Wykoff, CFP - Mersereau, Lazenby & Rockas, LLC - Suwanee GA
Kyle Kvalheim - KV Financial Planning - Brookhaven GA
Anitha Rao - Financial Architects, LLC - Woodstock GA
Brian Preston, CFP®, CPA, PFS - Preston & Cleveland Wealth Management, LLC - Franklin TN, McDonough GA
Sarah Baker - Ronald Blue & Co. - Roswell GA
Jeffrey Chinery - Ronald Blue & Co. - Roswell GA
Marvin Jackson, CFP® - Alpha Financial Management, Inc. - Savannah GA
Don Whalen - Versailles Financial, LLC - Alpharetta GA
Bryan Totri, CFP® - St. John & Associates, Inc. - Roswell GA
Matthew Heller, CFP®, MBA - Day and Ennis, LLC - Macon GA
Stephanie Davidson - Day and Ennis - Macon GA
Paul McNair, CFP® - The Monitor Group, Inc. - Martinez GA
Helen Ngo - Capital Benchmark Partners, LLC - Atlanta GA
Ray Padron - Brightworth, LLC - Atlanta GA
Christopher Staples - Wealth 360, LLC - Suwanee GA
Warren Wick - Lesesne Capital Management - Atlanta GA
Arthur Aust - Aust Financial Advisory, LLC - Chamblee GA
Roman Franklin - Franklin Financial Planning, Inc. - Lake Mary FL, New York NY, Fayetteville GA, Deland FL
Chris Dardaman - Brightworth, LLC - Atlanta GA
Robert Hockett - Cambridge Southern Financial Advisors - Atlanta GA, Stockbridge GA
Paul Sinatra - Regency Financial Planning, LLC - Atlanta GA
Gregory Sloan, CFP®, MBA - The Daniel Financial Group, LLC - Duluth GA
Clifford O'Conner - C.W. O'Conner & Associates, Inc. - Norcross GA
Charlie Jordan - Brightworth - Atlanta GA
Bill Cleveland, CFP®, CPA, PFS, MBA - Preston & Cleveland Wealth Management, LLC - Augusta GA, Columbia SC
Melissa Beach - Modera Wealth Management, LLC - Atlanta GA
Marshall Potter - Ronald Blue & Co. - Roswell GA
Annika Ferris - Brightworth, LLC - Atlanta GA
Philip Fox - Ronald Blue & Co. - Roswell GA, Indianapolis IN
Kevin Woods - Gratus Capital Management - Atlanta GA
David Polstra, CFP®, CPA, CIMA - Brightworth, LLC - Atlanta GA
Carl Macko, CFP®, MBA - Synergy Capital Management, LLC - Atlanta GA
Thomas Presley - Brightworth, LLC - Atlanta GA
Colleen Giffin, CFP® - Beall Financial Planning, Inc. - Macon GA
Scott Winkler, CFP®, CPA, PFS - Winkler Financial Planning, LLC - Norcross GA, Roswell GA