Fee-Only Financial Planners in Atlanta, GA

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 Atlanta, GA:

Renée Weese

CFP®, MBA

Nora Wealth Advisors, 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, 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 Daytona Beach, FL and Serving Clients Nationwide

Chris Moore

CFP®

Moore Family Financial, an office of CGN Advisors, 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, serving clients locally and virtually across the country

I can work with clients anywhere!

Helen Ngo

CFP®

Capital Benchmark Partners, LLC

Atlanta, GA

Specialties: Personal & Business Tax Planning, Planning for New Businesses, Comprehensive Financial Planning, Retirement Income Planning, Investment Management

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

Aysha Ballis

MS, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

Curt Stowers

CFP®, PhD, MS

F5 Financial

McDonough, GA

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

Fee-Only Financial Planner located in Naperville, IL, and Chicago, IL, and serving clients across the US.

I can work with clients anywhere!

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

Josh Monroe

CFP®, CIMA®, ChSNC®

Brightworth, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Special Needs Planning, Investment Management, College Education Planning, Tax Planning, Charitable Giving

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

Lindsay Elwood

CFP®

Elwood & Goetz Wealth Advisory Group

Atlanta, GA

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Joseph Goetz

Ph.D., M.S., M.A., CRC®, AFC®

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

Bradley Hilton

CFP®

Sonas Financial Planning

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management

We help individuals, families, and business owners like you create and enjoy financial freedom. Fee-Only financial planner located in Atlanta, Brookhaven, Chamblee, and Dunwoody Georgia serving clients locally and across the country.

Leslie Trowbridge

CFP®

Family First Financial Planning

Cornelia, GA

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

Plan smart. Live well. This is what I strive for all of my clients whether just starting out or enjoying retirement. I advise clients on an hourly fee basis in Georgia and Florida, and where allowed in other states.

Jordan Slingo

CFA®, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

Scott Beaudin

CFP®, CPA/PFS

Pathway Financial Advisors, LLC

Atlanta, GA

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Tax Planning

The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

Robby Schultz

CFP®, ChFC®, CPWA®

Rollins Financial Inc

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Distribution Planning, Retirement Account Strategies, Investment Management & Tax Planning

Robby is a Fee-Only financial planner located in Atlanta (Buckhead) serving clients locally and across the country

Darren Beck

CFP®, MBA

Pathway Financial Advisors, LLC

Atlanta, GA

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Tax Planning

The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

Ryan Pope

CFP®

Modera Wealth Management, 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, serving clients locally and across the country

Christian Mauser

CFP®, CIMA®, CRC®, CRPC®

ATLas Investment Advisors

Cumming, GA

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

Fee-Only investment advisor located in Cumming, GA, serving clients locally and across the country

Alden Shmerling

CFP®, CPWA®, CDFA®

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

John Stoj

MBA

Verbatim Financial

Atlanta, GA

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

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

Josh Chamberlain

MBA, CFP®

Chamberlain Financial Advisors

Decatur, GA

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

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

Lauren Way

M.S., CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

Vincent Clark

CFP®, EA

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

Mel Bond

CFA®, CFP®, CKA®

Oasis Wealth Planning Advisors

Atlanta, GA

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

Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.

Contey Smith

CFP®

Motus Wealth

Atlanta, GA

Specialties: Equity Compensation, Investment + Portfolio Management, Legacy Planning, Cash Flow + Tax Planning, Retirement Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Melissa Barron

CFP®, ChFC®

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

Cliff O'Conner

ChFC®, CPWA®, CIMA®

C.W. O'Conner Wealth Advisors, Inc

Duluth, GA

Specialties: Business advisory, Wealth management, Investment management, College education planning, Tax planning, Retirement planning

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

Steve Blankenship

CFP®

Heritage Financial Planning

Atlanta, GA

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

Fee-Only financial planner with offices in Dallas, TX, and Atlanta, GA serving clients locally and across the country

Thomas Presley

CFP®, CPA/PFS, CKA®, CGMA®

Brightworth, 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, 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

Amy Hollibaugh

CFP®

Nora Wealth Advisors, 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, serving clients locally and across the country

Michelle Kruger

Ph.D., CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

Lia Bertelson

CFP®

Together Planning

Roswell, GA

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

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

Lane Mullinax

JD, CFP®, MBA, CRPS®

NPV Advisory Services, LLC

Cartersville, GA

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

Be sure to note the new office address!

Brad Lyons

CFP®

Wiser Wealth Management

Marietta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Hourly Planning, Small Business Retirement Plans, Investment Management, College Education Planning,

Fiduciary, fee-only financial planner located in Marietta, GA, serving clients locally and across the country

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

Ben Jacobs

MS, CFP®, EA, AIF®

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

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

Let’s build the future that matters most to you. Serving clients locally and across the country.

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 from multiple office locations

Chris Hardy

CFP®, ChFC®, CLU®, EA, AIF®

Paramount Investment Advisors

Buford, GA

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

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

I can work with clients anywhere!

Chloe Moore

CFP®

Financial Staples

Atlanta, GA

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

Serving tech professionals locally and across the country

Justin Porter

CFP®, CPA, PFS, JD

Porter Wealth Management, LLC

Atlanta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning

CFP®, CPA, PFS, JD - Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create

David E. Barfield

CFP®

Datapoint Financial Planning, LLC

Canton, GA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Employee Benefits Analysis

We offer comprehensive financial planning for a flat fee monthly subscription that you can cancel at any time. Our process is all about clarifying your goals and values around money, prioritizing those goals, and developing a straightforward plan to guide you toward those goals.

Jon Houk

CFP®

Gratus Capital

Atlanta, GA

Jason Lina

CFA®, CFP®

Golden Bell Financial Planning

Alpharetta, GA

Jaime Ruff

CFP®

Homrich Berg

Atlanta, GA

Don Wilson

Brightworth, LLC

Atlanta, GA

Warren Wick

Oakbridge Partners

Atlanta, GA

Barry Kaplan

Modera Wealth Management, LLC

Atlanta, GA

Annika Ferris Cushnie

Brightworth, LLC

Atlanta, GA

Charles Wood

CFP®

Brightworth, LLC

Atlanta, GA

Alan Gaylor

Alder Financial Group

Atlanta, GA

Mark Willoughby

Modera Wealth Management, LLC

Atlanta, GA

David Clarken

FWI Wealth Management

Sandy Springs, GA

Emily Hamryka

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

Robert Sinsheimer

CFP®, CPA, MBA

Modera Wealth Management, LLC

Atlanta, GA

Ryan Halpern

Brightworth, LLC

Atlanta, GA

Garrett Donnelly

Founder & CEO

Donnelly Investments

Atlanta, GA

Kevin Woods

Gratus Capital, LLC

Atlanta, GA

David Polstra

Brightworth, LLC

Atlanta, GA

John Howard

CFP®, CPA/PFS, JD

Resource Planning Group, Ltd.

Atlanta, GA

Nathan Corbitt

Brightworth, LLC

Atlanta, GA

Phillip Hulme

Stars & Stripes Financial Advisors

Douglasville, GA

Kyle Kvalheim

KV Financial Planning

Atlanta, GA

Tricia Mulcare

Homrich Berg

Atlanta, GA

Thad Gilliam

CFA, CFP®

Verisail Partners

Atlanta, GA

Lisa Brown

Brightworth, LLC

Atlanta, GA

Taylor Stanfill

CFP®

Verisail Partners

Atlanta, GA

Bud Boland

Brightworth, LLC

Atlanta, GA

Chase Mouchet

Brightworth, LLC

Atlanta, GA

Fredrick Standfield

CFP®, CPA

LIFEWATER Wealth Management

Lawrenceville, GA

Scott Voigt

CFA, CPA, CFP®

Verisail Partners

Atlanta, GA

Michael Dayoub

CFP®,MBA

Alpha Financial Management, Inc.

Savannah, GA

Brandy Wright

CDFA®, CFP®

Blake Financial Counsel, LLC

Atlanta, GA

Paul Sinatra

Regency Financial Planning, LLC

Atlanta, GA

Alan Thomson

CFP®

Resource Planning Group, Ltd.

Atlanta, GA

Kevin Allman

The Mather Group

Atlanta, GA

Sidney Divine

CFP®, ChFC®, RLP

Divine Wealth Strategies

Atlanta, GA

Patrick King

CFP®

Prana Wealth

Atlanta, GA

Andrew Berg

Homrich Berg

Atlanta, GA

Amanda Valenti

Brightworth, LLC

Atlanta, GA

Ray Padron

Brightworth, LLC

Atlanta, GA

Charlie Jordan

CPA, CFP®, CeFT®

Brightworth, LLC

Atlanta, GA

Lori Dietzler

CFP®

Zero Gravity Financial, LLC

Atlanta, GA

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    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.


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