Fee-Only Financial Planners in Georgia

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Georgia:

Jeff Bernier

CFP®, CFS, ChFc, MSFP

TandemGrowth Financial Advisors, LLC

Alpharetta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Alpharetta, GA, serving clients locally and across the country

Scarlott Cagle

MS-PFP, CFP®, EA

Wealthcare Capital Management, LLC

Decatur, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Advisor Located in Decatur, GA and Serving Clients in Metro Atlanta

Helga Cuthbert

CFP®

Cuthbert Financial Guidance

Decatur, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Your Path to a Brighter Financial Future

James Daniel

CFP®, CFA, CMT, EA

The Advisory Firm, LLC

Alpharetta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning/Preparation

The Advisory Firm, LLC is your Alpharetta GA Retirement Strategist, focusing on Fee Only Financial Planning, Investment Management and Tax Optimization/Preparation.

John Day

CPA, PFS

Day and Ennis, LLC

Macon, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor located in Macon and Blairsville, GA and serving the entire region

Lindsay Elwood

CFP®

Elwood & Goetz Wealth Advisory Group

Athens, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Athens, GA, serving clients locally and across the country

Jon Houk

CFP®

JPH Advisory Group, Inc.

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

John Howard

CFP®, CPA/PFS, JD

Resource Planning Group

St. Simons Island, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Serving Atlanta, St. Simons island and the surrounding areas

David Hultstrom

CFP®, ChFC®, CFA

Financial Architects, LLC

Woodstock, GA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Woodstock, GA, serving clients locally and across the country

Christian Koch

CFP®, CPWA®, CDFA®„, RICP®

KAM - South, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Advisor Located in Atlanta, GA and serving the Entire Athens, Peathtree City, and Metro-Atlanta Area

Michael Koenig

CFP®

FirsTrust, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide

Christopher Cannon

CFA

FirsTrust, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Chief Investment Officer at FirsTrust, LLC, a Fee Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide form multiple office locations

Cliff O'Conner

ChFC®, CPWA®

C.W. O'Conner Wealth Advisors, Inc

Peachtree Corners, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide

Jason Lina

MBA, CFA, CFP®

Resource Planning Group

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Elayne Pisarik

CFP®, CLU®, ChFC®

FirsTrust, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country

Micah Porter

CFP®, CFA

Minerva Planning Group, Inc.

Decatur, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Decatur, GA and Atlanta and Clients Nationwide

Carol C. Berger

CFP®

Berger Wealth Management, LLC

Peachtree City, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Financial Planning for Non-Traditional Households

Fee-Only financial planner serving Peachtree City, Newnan, Fayetteville and the surrounding metro Atlanta, GA area

Arthur Aust

CFP®, AIF®

Aust Financial Advisory, LLC

Chamblee, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide

Michael Smith

CFP®

RTD Financial Advisors, Inc.

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with offices in Philadelphia, Atlanta, Bonita Springs (FL), Mt. Laurel (NJ), West Chester and Johnstown (PA)

Christian Mauser

CFP®, CRPC®

Resource Planning Group

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with offices in Atlanta and St. Simon, GA

Chris Hardy

CFP®, ChFC®, CLU®, EA, NTPI Fellow

Paramount Investment Advisors

Suwanee, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

NAPFA Registered, Fee-Only Financial Planner located in Suwanee, GA and Serving the Greater Atlanta, Alpharetta, Cumming, Johns Creek and Roswell Area

Michael Sava

CFP®, CIMA®

FirsTrust

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Chloé Moore

CFP®

Financial Staples

Atlanta, GA

Specialties: Comprehensive Financial Planning, Employee Benefits & Stock-Based Compensation, Life Planning & Life Transitions, Business Planning, Tax & Estate Planning, Career Coaching & Management

Fee-Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide

Dan Mahoney

CFP®

True Square Financial

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Lane Mullinax

JD, CFP®, MBA

NPV Advisory Services, LLC

Cartersville, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Serving North Atlanta, and all of Floyd, Cherokee, Bartow, Gordon and Whitfield Counties. You must come to my office in Cartersville for face to face meetings. Working virtually works as well.

Chris Hardy

CFP®, EA, ChFC®, CLU®, NTPI Fellow®

Paramount Investment Advisors, Inc.

SUWANEE, GA

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser