Fee-Only Financial Advisors in Georgia

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

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.

Chris Staples

CFP®, AIF®

Wealth 360, LLC

Buford, GA

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

Fee-Only financial planner serving clients locally and across the country

Ben Jacobs

MS, CFP®, EA, AIF®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, 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

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

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.

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.

Scarlott Cagle

MS-PFP, CFP®, EA

Wealthcare Capital Management, LLC

Decatur, GA

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

Fee Only Financial Advisor Located in Decatur, GA who serves Clients in Decatur, Tucker, Metro Atlanta and across the country.

Matthews Barnett

CFP®, ChFC®, CLU®

Day & Ennis, LLC

Macon, GA

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

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

Joseph Goetz

Ph.D., M.S., M.A., CRC®, AFC®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, 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.

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.

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

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

Karly Holland

CFP®

Divergent Planning, LLC

Lawrenceville, GA

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

Fee-only financial planner located in Bethesda, MD, serving clients locally and across the country

Alden Shmerling

CFP®, CPWA®, CDFA®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, 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.

Matthew Heller

MBA, CFP®

Day & Ennis, LLC

Macon, GA

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

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

Jovan Johnson

MBA, CFP®, CPA/PFS

Piece of Wealth Planning LLC

Decatur, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Giving, Tax Preparation, Estate Planning, Employee Benefits & Stock-Based Compensation, Life Planning & Life Transitions

Virtual fee-Only financial planner located in Atlanta, GA, serving medical professionals, educators, young professionals, and charitably inclined professionals locally and across the country

Clayton Quamme

CFP®

AP Wealth Management

Augusta, GA

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning, Tax Planning, Estate Planning, Insurance Planning

Collaborative Financial Stewardship with Your Life at the Center

Aysha Ballis

MS, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, 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.

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.

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

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

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

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.

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

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.

Bill Ennis

CPA/PFS

Day & Ennis, LLC

Macon, GA

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

Fee-Only financial planner located in Macon, 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

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

Chris McCall

Journey Beyond Wealth

Kennesaw, GA

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

Fee-Only financial planner located in Kennesaw, 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.

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

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.

Justin Owens

CPA/PFS, CFP®, CKA®

Horizon Advisors LLC

ROME, GA

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

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

John Day

CPA/PFS

Day & 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

Melissa Barron

CFP®, ChFC®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, 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.

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.

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

David Fountain

CFP®

Financial Consultants Group

Cumming, GA

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

Fee-Only financial planner located in Cumming, GA, serving clients locally, in Alpharetta, Peachtree Corners and East Cobb 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.

Autumn G. Vaughn

CFP®

Day & Ennis, LLC

Macon, GA

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

Fee-Only financial planner located in Macon, GA, 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

Michelle Kruger

Ph.D., CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, 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.

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

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

Lizzie Gossett

CFP®

Day & Ennis, LLC

Macon, GA

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

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

Andy Avera

CFP®, CTFA, CAP®

Journey Beyond Wealth

Kennesaw, GA

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

Fee-only comprehensive financial planner located in Marietta, GA, 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.

Gene McManus

CFP®, CPA

AP Wealth Management

Augusta, GA

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

Collaborative Financial Stewardship with Your Life at the Center

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

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

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

Jordan Slingo

CFA®, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, 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.

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

Steven Wykoff

CFP®

MLR Financial Partners

Suwanee, GA

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

Fee-Only financial planner located in Suwanee, GA, serving Northeast Metro Atlanta including Suwanee, Duluth, Buford, and Braselton, GA.

Tom O'Gorman

MBA

AP Wealth Management

Augusta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning

Collaborative Financial Stewardship with Your Life at the Center

Pat Fair

CFP®

AP Wealth Management

Augusta, GA

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

Collaborative Financial Stewardship with Your Life at the Center

Cecil Staton

CFP®, CSLP®

Arch Financial Planning, LLC

Athens, GA

Specialties: Student Loans, Public Service Loan Forgiveness (PSLF), 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

Josh Duncan

CFP®

F5 Financial

McDonough, GA

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

Fee-Only Financial Planner located in Venice, FL, and McDonough, GA, and serving clients across the US.

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

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

Andrew Langdon

CFP®, EA, MBA

VetWorth

Peachtree City, GA

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

Fee-Only financial planner serving veterinarians locally in the Atlanta area and virtually across the country

Emily Hamryka

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Cathy Morgan

CPA, CFP®

Access Planning Partners, LLC

Roswell, GA

Lance Palmer

Ph.D., MBA, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Carol C. Berger

CFP®

Berger Wealth Management, LLC

Peachtree City, GA

Jon Houk

CFP®

Gratus Capital

Atlanta, GA

Josh Monroe

CFP®, CIMA®, ChSNC®

Brightworth, LLC

Atlanta, GA

Brandy Wright

CDFA®, CFP®

Blake Financial Counsel, LLC

Atlanta, GA

Roy Larsen

CFP®, AAMS®

Larsen Wealth Management, LLC

Gainesville, GA

Michael Dayoub

CFP®,MBA

Alpha Financial Management, Inc.

Savannah, GA

John Howard

CFP®, CPA/PFS, JD

Resource Planning Group, Ltd.

Atlanta, GA

Swarn Chatterjee

Ph.D., MBA

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Jaime Ruff

CFP®

Homrich Berg

Atlanta, GA

Anitha Rao

CFP®, CIMA®

Financial Architects, LLC

Woodstock, GA

Lori Dietzler

CFP®

Zero Gravity Financial, LLC

Atlanta, GA

Phillip Hulme

Stars & Stripes Financial Advisors

Douglasville, GA

Marvin Jackson

CFP®

Abacus Wealth Factors, LLC

Savannah, GA

Chad Lackey

CPA/PFS, CFP®

Beacon Financial Advisers, Inc.

Conyers, GA

Patrick King

CFP®

Prana Wealth

Atlanta, GA

David Hultstrom

CFP®, ChFC®, CFA®, CAIA®

Financial Architects, LLC

Woodstock, GA

Patricia Sklar

CPA, CFA®, CFP®

Brightworth, LLC

Atlanta, GA

Charlie Jordan

CPA, CFP®, CeFT®

Brightworth, LLC

Atlanta, GA

Jason Lina

CFA®, CFP®

Golden Bell Financial Planning

Alpharetta, GA

Mary Shaltis

Chicory Wealth

Decatur, GA

Caleb Brown

MBA, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Ryan Pope

CFP®

Modera Wealth Management

Atlanta, GA

Fredrick Standfield

CFP®, CPA

LIFEWATER Wealth Management

Lawrenceville, GA

Paul McNair

CFP®

The Monitor Group, Inc.

Martinez, GA

Robert Sinsheimer

CFP®, CPA, MBA

Modera Wealth Management

Atlanta, GA

Bill Cleveland

MBA, CPA, CFP®, PFS

Calvary Wealth

Augusta, GA

Joshua Mastel

CFP®

Twenty Twenty Investment Advisors

Evans, GA

Garrett Donnelly

Founder & CEO

Donnelly Investments

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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