Fee-Only Financial Advisors in Atlanta, GA

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Atlanta, GA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Atlanta, GA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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

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.

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

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

Russ Thornton

Wealthcare for Women

Atlanta, GA

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

Fee-Only financial planner located in Atlanta, GA, serving women 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.

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.

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.

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.

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.

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

Fee-Only and Fiduciary since 2004.

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.

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

Robby Schultz

CFP®, ChFC®, CPWA®

Rollins Financial Advisors, LLC

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

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.

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

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.

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.

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.

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

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.

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

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.

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

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

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.

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.

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

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

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

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.

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.

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

Flat-Fee, Advice-Only Financial Planning

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

Phillip Hulme

MBA

Stars & Stripes Financial Advisors

Douglasville, GA

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

Serving military veterans and service members throughout the Atlanta, GA area and across the country

Jon Houk

CFP®

Gratus Capital

Atlanta, GA

Patrick King

CFP®

Prana Wealth

Atlanta, GA

Garrett Donnelly

Founder & CEO

Donnelly Investments

Atlanta, GA

Jaime Ruff

CFP®

Homrich Berg

Atlanta, GA

Robert Sinsheimer

CFP®, CPA, MBA

Modera Wealth Management

Atlanta, GA

Lori Dietzler

CFP®

Zero Gravity Financial, LLC

Atlanta, GA

Michael Dayoub

CFP®,MBA

Alpha Financial Management, Inc.

Savannah, GA

Patricia Sklar

CPA, CFA®, CFP®

Brightworth, LLC

Atlanta, GA

Emily Hamryka

Elwood & Goetz Wealth Advisory Group, LLC

Atlanta, GA

Charlie Jordan

CPA, CFP®, CeFT®

Brightworth, LLC

Atlanta, GA

Ryan Pope

CFP®

Modera Wealth Management

Atlanta, GA

Fredrick Standfield

CFP®, CPA

LIFEWATER Wealth Management

Lawrenceville, GA

Brandy Wright

CDFA®, CFP®

Blake Financial Counsel, LLC

Atlanta, GA

Jason Lina

CFA®, CFP®

Golden Bell Financial Planning

Alpharetta, GA

Josh Monroe

CFP®, CIMA®, ChSNC®

Brightworth, LLC

Atlanta, GA

John Howard

CFP®, CPA/PFS, JD

Resource Planning Group, Ltd.

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.


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

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