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:

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

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

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

Michael Smith

CFP®

RTD Financial Advisors, Inc.

Atlanta, GA

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

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

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

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.

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

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

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

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

Robby Schultz

CFP®

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

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

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

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

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

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

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

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

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

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

Lindsay Elwood

CFP®

Elwood & Goetz Wealth Advisory Group

Athens, GA

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

Fee-Only financial planner located in Athens, 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

I can work virtually, or we can meet in my office. Today's technology makes staying in touch simple.

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

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

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, Business Planning, Tax & Estate Planning, Career Coaching & Management

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

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

Matthew Heller

Day and Ennis, LLC

Macon, GA

Don Whalen

Versailles Financial, LLC

Alpharetta, GA

Larren Odom

Chastain Wealth Management

Atlanta, GA

Derek Hughes

Hughes & Company Investment Advisory, LLC

Marietta, GA

Desmond Quigley

Quigley Financial

Peachtree City, GA

Kevin Woods

Gratus Capital, LLC

Atlanta, GA

Sammy Grant

SG Financial Advisors, LLC

Sandy Springs, GA

Paul Sinatra

Regency Financial Planning, LLC

Atlanta, GA

Bryan Totri

St. John & Associates, Inc.

Roswell, GA

Alden Mergenthal

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Cathryn Hogan

Hogan Financial Planning LLC

Columbus, GA

Gregory Sloan

Daniel Advisors

Norcross, GA

Annika Ferris Cushnie

Brightworth, LLC

Atlanta, GA

Brian McGill

Redwood Wealth Management, LLC

Alpharetta, GA

Sabrina LaFleur

Homrich Berg

Atlanta, GA

Marvin Jackson

CFP®

Abacus Wealth Factors, LLC

Savannah, GA

Ben Jacobs

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Thomas Presley

Brightworth, LLC

Atlanta, GA

James Rasmussen

One & Done Financial

Peachtree City, GA

Shawn Meade

Redwood Wealth Management, LLC

Alpharetta, GA

Ryan Pope

Modera Wealth Management, LLC

Atlanta, GA

Richard St. John

St. John & Associates, Inc.

Roswell, GA

Laura Davis

Cuthbert Financial Guidance

Decatur, GA

Mitchell Reiner

Capital Investment Advisors, LLC

Atlanta, GA

Thomas Cloud, Jr.

Eleven Two Fund Management, Inc.

Marietta, GA

Daniel Hannoush

One & Done Financial

Covington, GA

Garrett W. Donnelly

Founder & CEO

Donnelly Investments | A Wealth Management Frim

Atlanta, GA

Krista Smith

CFP®

Planning in Motion

Smyrna, GA

Scott Winkler

Winkler Financial Planning, LLC

Norcross, GA

Anitha Rao

CFP®, CIMA®

Financial Architects, LLC

Woodstock, GA

Warren Wick

Oakbridge Partners

Atlanta, GA

David Hultstrom

CFP®, ChFC®, CFA

Financial Architects, LLC

Woodstock, GA

Chris Staples

Wealth 360, LLC

Suwanee, GA

Alan Gaylor

Alder Financial Group

Atlanta, GA

Stephanie Davidson

Day and Ennis, LLC

Macon, GA

Lisa Brown

Brightworth, LLC

Atlanta, GA

David Clarken

FWI Wealth Management

Atlanta, GA

Tana Flores

Atlanta, GA

Rachael Neil

Redwood Wealth Management, LLC

Alpharetta, GA

Ryan McPherson

Intelligent Worth

Atlanta, GA

David Polstra

Brightworth, LLC

Atlanta, GA

Brandy Wright

Modera Wealth Management, LLC

Atlanta, GA

Joseph Goetz

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Caleb Brown

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Ray Padron

Brightworth, LLC

Atlanta, GA

Renee Weese

Nora Wealth Advisors, LLC

Atlanta, GA

Norris Edmonson

Beacon Financial Advisers, Inc.

Conyers, GA

Bill Ennis

Day and Ennis, LLC

Macon, GA

Jaime Ruff

Homrich Berg

Atlanta, GA

A. Todd Black

Dogwood Capital Management, Inc.

Cumming, GA

Lance Palmer

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Kyle Kvalheim

KV Financial Planning

Atlanta, GA

Melissa Beach

Modera Wealth Management, LLC

Atlanta, GA

Charlie Jordan

Brightworth, LLC

Atlanta, GA

Michael Dayoub

CFP®,MBA

Alpha Financial Management, Inc.

Savannah, GA

Bradley Hilton

Modera Wealth Management, LLC

Atlanta, GA

Mark Willoughby

Modera Wealth Management, LLC

Atlanta, GA

Patrick King

Transformative Financial Planning

Atlanta, GA

Brian Huey

Redwood Wealth Management, LLC

Alpharetta, GA

Roberta Goldbaugh

RTD Financial Advisors, Inc.

Atlanta, GA

Barry Kaplan

Modera Wealth Management, LLC

Atlanta, GA

Paul McNair

CFP®

The Monitor Group, Inc.

Martinez, GA

Steven Wykoff

Mersereau, Lazenby & Rockas, LLC

Suwanee, GA

Robert Hockett

Modera Wealth Management, LLC

Atlanta, GA

Andrew Berg

Homrich Berg

Atlanta, GA

Justin Porter

Porter Wealth Management, LLC

Calhoun, GA

Jim STANHOUSE

Stanhouse Financial Planning & Mgt.

Stone Mountain, GA

Don Wilson

Brightworth, LLC

Atlanta, GA

Bill Cleveland

MBA, CPA, CFP®, PFS

Calvary Wealth

Augusta, GA

Gregory St. John

St. John & Associates, Inc.

Roswell, GA

Molly Sutz

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Roy Larsen

Larsen Wealth Management, LLC

Gainesville, GA

Josh Cochran

Cochran Wealth

Atlanta, GA

Andy Avera

CFP®, CTFA, CAP®

Avera Wealth Advisors, LLC

Marietta, GA

Aysha Babb

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Anthony Guinta

Homrich Berg

Atlanta, GA

Ryan Halpern

Brightworth, LLC

Atlanta, GA

Ross Hughes

Redwood Wealth Management, LLC

Alpharetta, GA

Colleen Giffin

Beall Financial Planning, Inc.

Macon, 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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