Fee-Only Financial Planners in Marietta, 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 Marietta, GA:

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.

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

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.

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!

Jaime Ruff

CFP®

Homrich Berg

Atlanta, GA

Thomas Cloud, Jr.

Eleven Two Fund Management, Inc.

Marietta, GA

Fredrick Standfield

CFP®, CPA

LIFEWATER Wealth Management

Lawrenceville, 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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