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Financial advisors · Georgia

Fee-only financial advisors in Alpharetta, GA

From SEC and state Form ADV filingsUpdated 2026-11-07

22 fee-only investment advisers have offices in Alpharetta, Georgia, according to their Form ADV filings with the SEC and state regulators. 14 offer hourly or flat-fee arrangements, 7 charge only a percentage of the assets they manage, and 18 provide financial planning. 15 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 22 of 22

Mpwm Advisory Solutions LLC

8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 · (678) 566-4001

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$327M
Individual clients
573
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

ELM3 Financial Group, LLC

5755 North Point Pkwy Suite 92, Alpharetta, GA 30022 · (678) 297-9500

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$189M
Individual clients
282
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Wealth Science Advisors LLC

55 Roswell Street Suite 210, Alpharetta, GA 30009 · (678) 480-2681

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$559M
Individual clients
273
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Integras Partners, LLC

3180 North Point Parkway Suite 102, Alpharetta, GA 30005 · (404) 941-2800

  • Percentage of assets
  • Financial planning
Assets managed
$245M
Individual clients
187
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

The Advisory Firm

12600 Deerfield Parkway Suite 100, Alpharetta, GA 30004 · (678) 566-3711

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$126M
Individual clients
120
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Atlas Investment Advisors

11720 Amber Park DR #160, Alpharetta, GA 30009 · (770) 336-6805

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$184M
Individual clients
116
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Circa Capital, LLC

8000 Avalon Boulevard Suite 100, Alpharetta, GA 30009 · (770) 500-0888

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$84M
Individual clients
59
Advisory staff
2
Registered with
GA, MA, NC

Profile · Website · SEC record

Brooke Forest Capital LLC

11175 Cicero DR Suite 100, Alpharetta, GA 30022 · (678) 646-6730

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$26M
Individual clients
29
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

CN Wealth Management, LLC

11175 Cicero Drive Suite 100, Alpharetta, GA 30022 · (678) 242-5253

  • Percentage of assets
Assets managed
$52M
Individual clients
35
Advisory staff
1
Registered with
GA

Profile · SEC record

American Wealth Management, Inc.

3480 Preston Ridge Road Suite 500, Alpharetta, GA 30005 · (770) 392-8741

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$310M
Individual clients
550
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Alpharetta

Another 49 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Alpharetta?

Form ADV records how firms charge, not what they charge. Of the 22 firms listed here, 14 offer hourly or flat fees and 22 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Alpharetta advisers selected?

Every registered investment adviser with an office in Alpharetta that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.