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Financial advisors · Georgia

Fee-only financial advisors in Atlanta, GA

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

140 fee-only investment advisers have offices in Atlanta, Georgia, according to their Form ADV filings with the SEC and state regulators. 104 offer hourly or flat-fee arrangements, 34 charge only a percentage of the assets they manage, and 106 provide financial planning. 89 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 9 firms report disciplinary history and are 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.

Paid partly in stock? Atlanta is home to large offices of Microsoft, Google. Before you meet an adviser, read our plain-English guides to Microsoft, Google, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.

Showing 140 of 140

Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 · (770) 352-0449

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$10.6B
Individual clients
12,426
Advisory staff
247
Registered with
SEC

Profile · Website · SEC record

HB Wealth

3550 Lenox RD NE Suite 2700, Atlanta, GA 30326 · (404) 264-1400

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$30.2B
Individual clients
4,808
Advisory staff
152
Registered with
SEC

Profile · Website · SEC record

Bip Wealth, LLC

3575 Piedmont RD, NE Bldg 15, Suite 730, Atlanta, GA 30305 · (404) 495-5230

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$5.3B
Individual clients
3,108
Advisory staff
48
Registered with
SEC

Profile · Website · SEC record

ZWJ Investment Counsel Inc

75 14th Street NE Suite 2900, Atlanta, GA 30309 · (404) 873-2211

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$4.2B
Individual clients
990
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

CPC Advisors, LLC

1475 Peachtree ST. NE Suite 750, Atlanta, GA 30309 · (404) 879-3000

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.7B
Individual clients
934
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

Montag

200 Galleria Parkway Suite 1450, Atlanta, GA 30339 · (404) 522-5774

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$3.0B
Individual clients
477
Advisory staff
10
Registered with
SEC

Profile · Website · SEC record

Arcus Capital Partners, LLC

3060 Peachtree Road N.w. Suite 1880, Atlanta, GA 30305 · (404) 949-2111

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.5B
Individual clients
447
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Balentine

3344 Peachtree Road NE Suite 2200, Atlanta, GA 30326 · (404) 537-4800

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$5.5B
Individual clients
439
Advisory staff
25
Registered with
SEC

Profile · Website · SEC record

Nicholas Hoffman & Company, LLC

Two Midtown Plaza 1349 West Peachtree Street ST. NW, Suite 1050, Atlanta, GA 30309 · (404) 815-5050

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$8.3B
Individual clients
399
Advisory staff
15
Registered with
SEC

Profile · Website · SEC record

Irc Wealth

3050 Peachtree Road NW Suite 220, Atlanta, GA 30305 · (404) 968-9348

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$667M
Individual clients
366
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Financial Innovations, LLC

6111 Peachtree Dunwoody Road Suite F101, Atlanta, GA 30328 · (404) 458-0065

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$535M
Individual clients
334
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Pierson Wealth Management

1380 W. Paces Ferry Road NW Suite 2105, Atlanta, GA 30327 · (404) 233-7272

  • Percentage of assets
  • Financial planning
Assets managed
$192M
Individual clients
255
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Magellan Planning Group

4170 Ashford Dunwoody RD. Suite 480, Atlanta, GA 30319 · (404) 257-8811

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$210M
Individual clients
247
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Wright Wealth LLC

Two Ballpark Center 800 Battery Avenue SE, Suite 300, Atlanta, GA 30339 · (470) 373-1044

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$188M
Individual clients
240
Advisory staff
7
Registered with
SEC

Profile · SEC record

Inlight Wealth

1 Glenlake Parkway Suite 975, Atlanta, GA 30328 · (404) 551-2808

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$843M
Individual clients
229
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Regimen Wealth, LLC

3300 Riverwood Parkway Suite 1030, Atlanta, GA 30339 · (770) 738-8200

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$365M
Individual clients
216
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Novapoint Capital LLC

1175 Peachtree ST NE Suite 1825, Atlanta, GA 30361 · (404) 445-7885

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$536M
Individual clients
210
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Cornerstone Financial

275 14th Street NW, Atlanta, GA 30318 · (404) 874-3111

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$118M
Individual clients
200
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Sage Mountain Advisors, LLC

945 East Paces Ferry Road NE Suite 2660, Atlanta, GA 30326 · (404) 795-8361

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$4.3B
Individual clients
186
Advisory staff
20
Registered with
SEC

Profile · Website · SEC record

Holcombe Financial, Inc.

4151 Ashford Dunwoody Road Suite 165, Atlanta, GA 30319 · (404) 257-3317

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$452M
Individual clients
179
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Waypoint Wealth Counsel LLC

3715 Northside Parkway NW Building 100, Suite 310, Atlanta, GA 30327 · (404) 955-7481

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$433M
Individual clients
176
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

CMC Financial Group, LLC

7000 Central Parkway Suite 225, Atlanta, GA 30328 · (678) 690-8800

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$119M
Individual clients
176
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Persium Advisors, LLC

2100 Riveredge Parkway Suite 1230, Atlanta, GA 30328 · (678) 322-3000

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$584M
Individual clients
158
Advisory staff
11
Registered with
SEC

Profile · Website · SEC record

Highbrook Capital Partners

3490 Piedmont Road NE Suite 1230, Atlanta, GA 30305 · (404) 850-2550

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$509M
Individual clients
158
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

The Marin Group Inc.

1440 Dutch Valley Place Suite 955, Atlanta, GA 30324 · (404) 607-8014

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$128M
Individual clients
142
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Phase Line Capital, LLC

4401 Northside Pkwy, NW Suite 285, Atlanta, GA 30327 · (470) 586-6566

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$52M
Individual clients
141
Advisory staff
3
Registered with
GA, NC

Profile · Website · SEC record

LCP Institutional, LLC

The Arts Center Tower 1270 West Peachtree Street, Suite 3, Atlanta, GA 30309 · (470) 326-7920

  • Percentage of assets
  • Financial planning
Assets managed
$3.2B
Individual clients
119
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Capitalwize, LLC

1100 Peachtree ST. NE Ste. 200, Atlanta, GA 30309 · (800) 835-0863

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$272K
Individual clients
101
Advisory staff
8
Registered with
GA, NC

Profile · Website · SEC record

Troika Capital Advisors, LLC

800 Battery Ave. SE Suite 100, Atlanta, GA 30339 · (770) 617-3149

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$56M
Individual clients
100
Advisory staff
1
Registered with
CO, GA

Profile · Website · SEC record

Cigx, LLC

3350 Riverwood Pkwy. STE.1900, Atlanta, GA 30339 · (770) 374-3146

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$42M
Individual clients
95
Advisory staff
1
Registered with
FL, GA, TX

Profile · SEC record

Berkeley Advisors, Inc.

9 Lenox Pointe, N.e., Suite B, Atlanta, GA 30324 · (404) 580-9560

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$125M
Individual clients
81
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Financial Discovery

200 Ashford Center North Suite 130, Atlanta, GA 30338 · (404) 816-0160

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$118M
Individual clients
79
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Alder Financial Group Inc

300 Galleria Pkwy Suite 600, Atlanta, GA 30339 · (770) 563-8207

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$224M
Individual clients
65
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Wealth Engagement

3715 Northside Parkway NW, Building 100 Ste 500, Atlanta, GA 30327 · (917) 826-5955

  • Percentage of assets
  • Financial planning
Assets managed
$105M
Individual clients
58
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Jayco Wealth Management

Atlanta, GA (office address not published) · (404) 731-7592

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$108M
Individual clients
57
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Aurora Investment Counsel

3350 Riverwood Parkway, Suite #2205, Atlanta, GA 30339 · (770) 226-5323

  • Percentage of assets
  • Financial planning
Assets managed
$253M
Individual clients
53
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

E2E Financial

5555 Glenridge Connector, Suite 200, Atlanta, GA 30342 · (678) 664-9745

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$51M
Individual clients
49
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

Earn Into Wealth Strategies

4279 Roswell Road Suite 208, Atlanta, GA 30342 · (646) 494-6220

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$35M
Individual clients
49
Advisory staff
1
Registered with
GA, NY

Profile · Website · SEC record

Motus Wealth

3355 Lenox Road NE Suite 1000, Atlanta, GA 30326 · (404) 595-7692

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$26M
Individual clients
44
Advisory staff
2
Registered with
CA, GA

Profile · Website · SEC record

Anchyra Partners LLC

3050 Peachtree RD NW Suite 425, Atlanta, GA 30305 · (404) 240-8799

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$689M
Individual clients
40
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Nora Wealth

1201 Peachtree Street NE Building 400, Suite 100, Atlanta, GA 30361 · (404) 475-4870

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$84M
Individual clients
38
Advisory staff
2
Registered with
GA

Profile · Website · SEC record

Rora Wealth, Inc.

3280 Peachtree RD 7th Floor, Atlanta, GA 30305 · (404) 967-0727

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$18M
Individual clients
38
Advisory staff
1
Registered with
CA, GA, NY

Profile · Website · SEC record

Horse Cove Partners LLC

1899 Powers Ferry RD SE Suite 120, Atlanta, GA 30339 · (678) 905-5723

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$107M
Individual clients
34
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Wakil Wealth Advisory LLC

Atlanta, GA (office address not published) · (404) 912-9140

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$4.1M
Individual clients
32
Advisory staff
1
Registered with
FL, GA

Profile · Website · SEC record

Pursue Wealth Partners, LLC

Atlanta, GA (office address not published) · (925) 276-0427

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$243M
Individual clients
31
Advisory staff
2
Registered with
SEC

Profile · SEC record

Xception Family Office

5901 Peachtree Dunwoody RD Building C, Suite 160, Atlanta, GA 30328 · (404) 524-7900

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$189M
Individual clients
28
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Sonas Financial Planning

4514 Chamblee Dunwoody Road Suite 307, Atlanta, GA 30338 · (404) 545-5368

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$29M
Individual clients
27
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

Footlamp

3715 Northside Parkway Bldg 100 Suite 500, Atlanta, GA 30327 · (404) 476-2236

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$23M
Individual clients
27
Advisory staff
1
Registered with
AL, GA

Profile · Website · SEC record

Mensah Finance Group, LLC

1100 Peachtree ST. NE Suite 200, Atlanta, GA 30309 · (678) 821-2950

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$3.9M
Individual clients
26
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

Financial Staples

Atlanta, GA (office address not published) · (770) 742-8609

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$18M
Individual clients
21
Advisory staff
1
Registered with
CA, GA

Profile · Website · SEC record

John Masters, CPA, PC

2250 N Druid Hills RD NE Suite 125, Atlanta, GA 30329 · (404) 240-0048

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$4.9M
Individual clients
20
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

Meranti Capital Partners, Inc.

1349 W Peachtree Street NE, Suite 1910, Atlanta, GA 30309 · (678) 470-4241

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$855K
Individual clients
20
Advisory staff
1
Registered with
GA

Profile · SEC record

Carlyle Wealth Planning

Five Concourse Parkway Suite 3000, Atlanta, GA 30328 · (770) 956-8775

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
20
Advisory staff
2
Registered with
GA

Profile · SEC record

Inceptive Financial

2080 Dekalb Ave NE, Atlanta, GA 30307 · (803) 414-7643

  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
20
Advisory staff
1
Registered with
GA

Profile · SEC record

Checks & Balances, Inc.

2675 Paces Ferry Road, SE Suite 150, Atlanta, GA 30339 · (404) 233-0560

  • Percentage of assets
  • Financial planning
Assets managed
$251M
Individual clients
18
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Fiduciaryvest, LLC

5600 Roswell Road Building C, Atlanta, GA 30342 · (404) 446-1270

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$4.9B
Individual clients
16
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Arc Asset Management LLC

900 Circle 75 Parkway Suite 1430, Atlanta, GA 30339 · (404) 793-7553

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$87M
Individual clients
14
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

Attend Wealth

999 Peachtree #418, Atlanta, GA 30309 · (281) 541-4808

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.3M
Individual clients
13
Advisory staff
1
Registered with
GA

Profile · SEC record

BT Family Office, LLC

3300 Riverwood Parkway Suite 700, Atlanta, GA 30339 · (404) 341-5800

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$4.0B
Individual clients
10
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Ell Wess Advisors

1201 West Peachtree ST. NW Suite 2300, Atlanta, GA 30309 · (770) 280-9915

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$5.9M
Individual clients
10
Advisory staff
1
Registered with
GA

Profile · SEC record

HWM Wealth Management LLC

1050 Crowne Point Parkway #500, Atlanta, GA 30338 · (404) 796-9018

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$19M
Individual clients
8
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

Premis Advisors, LLC

3344 Peachtree Road, NE Suite 800, Atlanta, GA 30326 · (678) 666-5380

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$214M
Individual clients
7
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Psalm Capital

3017 Bolling Way NE #134, Atlanta, GA 30305 · (770) 318-9737

  • Percentage of assets
  • Financial planning
Assets managed
$23M
Individual clients
7
Advisory staff
1
Registered with
GA, LA

Profile · Website · SEC record

Lock Wealth Management

Atlanta, GA (office address not published) · (404) 590-6884

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$296K
Individual clients
6
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

Life's Business, Inc.

2472 Jett Ferry Road Suite 400-226, Atlanta, GA 30338 · (770) 481-0903

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$7.9M
Individual clients
5
Advisory staff
1
Registered with
GA

Profile · SEC record

Godwin Capital Group, LLC

3715 Northside Parkway NW Bldg 400, Suite 205, Atlanta, GA 30327 · (404) 795-8300

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
4
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Intelligent Worth

Atlanta, GA (office address not published) · (301) 512-9729

  • Fixed fee
  • Financial planning
Assets managed
$351K
Individual clients
Under 5
Advisory staff
1
Registered with
GA

Profile · SEC record

Globalt Investments

3200 Windy Hill Road, SE Suite 1550E, Atlanta, GA 30339 · (404) 364-2188

  • Percentage of assets
  • Fixed fee
Assets managed
$3.0B
Individual clients
3,062
Advisory staff
18
Registered with
SEC

Profile · Website · SEC record

Gilbert Rich & Associates

1830 Suite D Independence Square, Atlanta, GA 30338 · (404) 775-5700

  • Percentage of assets
Assets managed
$42M
Individual clients
42
Advisory staff
1
Registered with
GA

Profile · SEC record

Pia, Lllp

1001 Summit Blvd NE Suite 1150, Atlanta, GA 30319 · (770) 698-5500

  • Percentage of assets
Assets managed
$72M
Individual clients
29
Advisory staff
1
Registered with
GA, LA

Profile · Website · SEC record

Worthscape, LLC

1184 14th Place NE, Atlanta, GA 30309 · (404) 419-7111

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$88M
Individual clients
28
Advisory staff
1
Registered with
AL, FL, GA

Profile · Website · SEC record

Earnest Partners, LLC

1180 Peachtree Street, NE Suite 2300, Atlanta, GA 30309 · (404) 815-8772

  • Percentage of assets
Assets managed
$42.6B
Individual clients
10
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

The Carroll Group, Inc.

Atlanta, GA (office address not published) · (404) 285-5811

  • Percentage of assets
Assets managed
$163M
Individual clients
8
Advisory staff
1
Registered with
SEC

Profile · SEC record

Randall P Martin

Atlanta, GA (office address not published) · (404) 237-1286

  • Percentage of assets
Assets managed
$13M
Individual clients
8
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

Bison Wealth, LLC

3550 Lenox Road NE Suite 2550, Atlanta, GA 30326 · (404) 841-2224

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.7B
Individual clients
8,569
Advisory staff
65
Registered with
SEC

Profile · Website · SEC record

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

Crawford Investment Counsel Inc

600 Galleria Parkway, SE Suite 1650, Atlanta, GA 30339 · (770) 859-0045

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$9.1B
Individual clients
1,943
Advisory staff
27
Registered with
SEC

Profile · Website · SEC record

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

Resurgent Advisors

600 Embassy Row Suite 108, Atlanta, GA 30328 · (404) 654-0531

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$355M
Individual clients
379
Advisory staff
10
Registered with
SEC

Profile · Website · SEC record

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

IRA Group, Inc.

1230 Peachtree Street NE Suite 3800, Atlanta, GA 30309 · (404) 760-3730

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$15.4B
Individual clients
192
Advisory staff
18
Registered with
SEC

Profile · Website · SEC record

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

Unified Investment Management

One Glenlake Parkway Suite 650, Atlanta, GA 30328 · (404) 920-4768

  • Percentage of assets
  • Financial planning
Assets managed
$151M
Individual clients
88
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

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

Michael L. Ball, CPA, LLC

400 Northridge Road Suite 350, Atlanta, GA 30350 · (404) 479-7890

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$86M
Individual clients
78
Advisory staff
3
Registered with
FL, GA, LA

Profile · Website · SEC record

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

Bluestone Wealth Planning, LLC

3350 Riverwood Pkwy, NW Suite 1900, Atlanta, GA 30339 · (404) 441-1015

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$8.1M
Individual clients
22
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

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

34 Financial, LLC

2827 Peachtree RD Suite 620, Atlanta, GA 30305 · (404) 383-2100

  • Percentage of assets
Assets managed
$101M
Individual clients
90
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

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

Welch Financial Investments, LLC

201 Joseph E. Lowery Blvd. NW, Atlanta, GA 30314 · (404) 591-6777

  • Percentage of assets
Assets managed
$9.6M
Individual clients
20
Advisory staff
1
Registered with
GA

Profile · Website · SEC record

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

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Fee-only advisers near Atlanta

Another 73 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 Atlanta?

Form ADV records how firms charge, not what they charge. Of the 140 firms listed here, 104 offer hourly or flat fees and 134 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 Atlanta advisers selected?

Every registered investment adviser with an office in Atlanta 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.