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Financial planning in Atlanta, GA

144 advisers in Atlanta offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 144

Abg Financial Services, INC.3043 Riverstone Trail, Suite 100 · Atlanta, GA 30339 · (888) 463-0440 · Financial planningCRD 170225 · Hourly charges, Fixed fees, Other · $9.8 million AUMState registeredNo commissions reportedAdapt Wealth Advisors, LLC6285 Barfield Rd., Suite 250 · Atlanta, GA 30328 · (404) 594-5559 · Financial planningCRD 329448 · % of assets, Hourly charges, Fixed fees · $469.2 million AUMSEC registeredNo commissions reportedAdvisory Services Network900 Ashwood Parkway, Suite 500 · Atlanta, GA 30338 · (770) 352-0449 · Financial planningCRD 146051 · % of assets, Hourly charges, Fixed fees · $10.6 billion AUMSEC registeredNo commissions reportedAdvocacy Wealth Management, LLC3455 Peachtree Road Ne, Suite 1500 · Atlanta, GA 30326 · (404) 836-7146 · Financial planningCRD 141943 · % of assets · $3.2 billion AUMSEC registeredNo commissions reportedAegis Capital Group260 Peachtree Street Nw · Atlanta, GA 30303 · (404) 884-4734 · Financial planningCRD 336467 · % of assets, Hourly charges, Fixed fees · $9.0 million AUMState registeredNo commissions reportedAjax Capital Advisors, INC.1 Concourse Parkway Ne · Atlanta, GA 30328 · (404) 816-2860 · Financial planningCRD 150229 · % of assets, Fixed fees · $33.1 million AUMState registeredNo commissions reportedAlder Financial Group INC300 Galleria Pkwy, Suite 600 · Atlanta, GA 30339 · (770) 563-8207 · Financial planningCRD 108837 · % of assets, Fixed fees · $224.1 million AUMSEC registeredNo commissions reportedAnchyra Partners LLC3050 Peachtree Rd Nw, Suite 425 · Atlanta, GA 30305 · (404) 240-8799 · Financial planningCRD 335467 · % of assets, Hourly charges, Fixed fees · $689.2 million AUMSEC registeredNo commissions reportedAprio Wealth Management, LLC2002 Summit Boulevard, Suite 120 · Atlanta, GA 30319 · (404) 892-9651 · Financial planningCRD 127333 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedArc Asset Management LLC900 Circle 75 Parkway, Suite 1430 · Atlanta, GA 30339 · (404) 793-7553 · Financial planningCRD 329460 · % of assets, Fixed fees · $86.8 million AUMState registeredNo commissions reported
Arcus Capital Partners, LLC3060 Peachtree Road N.w., Suite 1880 · Atlanta, GA 30305 · (404) 949-2111 · Financial planningCRD 147346 · % of assets, Fixed fees, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reportedArkadios Wealth Advisors2827 Peachtree Rd Ne, Suite 510 · Atlanta, GA 30305 · (404) 445-0035 · Financial planningCRD 288863 · % of assets, Hourly charges, Fixed fees · $8.8 billion AUMSEC registeredNo commissions reportedAttend Wealth999 Peachtree, #418 · Atlanta, GA 30309 · (281) 541-4808 · Financial planningCRD 335194 · % of assets, Fixed fees · $2.3 million AUMState registeredNo commissions reportedAurora Investment Counsel3350 Riverwood Parkway, Suite #2205 · Atlanta, GA 30339 · (770) 226-5323 · Financial planningCRD 107460 · % of assets · $252.7 million AUMSEC registeredNo commissions reportedAvere Wealth Management, LLC3372 Peachtree Road, Suite 115 · Atlanta, GA 30326 · (470) 231-1299 · Financial planningCRD 316472 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedBalentine3344 Peachtree Road Ne, Suite 2200 · Atlanta, GA 30326 · (404) 537-4800 · Financial planningCRD 152511 · % of assets, Fixed fees, Other · $5.5 billion AUMSEC registeredNo commissions reportedBaugh & Associates, LLC6065 Roswell Rd, Suite 980 · Atlanta, GA 30328 · (404) 256-0268 · Financial planningCRD 136342 · % of assets · $294.2 million AUMSEC registeredNo commissions reportedBeacon Global Advisor Network, LLCOne Glenlake Parkway, Suite 650 · Atlanta, GA 30328 · (888) 679-6474 · Financial planningCRD 288833 · % of assets, Hourly charges, Fixed fees · $745.1 million AUMSEC registeredNo commissions reportedBenedict Financial Advisors, INC.6000 Lake Forrest Drive, Suite 550 · Atlanta, GA 30328 · (770) 671-8228 · Financial planningCRD 116690 · % of assets, Hourly charges, Fixed fees · $529.4 million AUMSEC registeredNo commissions reportedBerkeley Advisors, INC.9 Lenox Pointe, N.e., Suite B · Atlanta, GA 30324 · (404) 580-9560 · Financial planningCRD 134455 · % of assets, Fixed fees · $125.3 million AUMSEC registeredNo commissions reportedBip Wealth, LLC3575 Piedmont Rd, Ne, Bldg 15, Suite 730 · Atlanta, GA 30305 · (404) 495-5230 · Financial planningCRD 143208 · % of assets, Fixed fees · $5.3 billion AUMSEC registeredNo commissions reportedBison Wealth, LLC3550 Lenox Road Ne, Suite 2550 · Atlanta, GA 30326 · (404) 841-2224 · Financial planningCRD 299805 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedBlake Financial Counsel, LLC7000 Central Parkway, Suite 1100 · Atlanta, GA 30328 · (404) 667-3494 · Financial planningCRD 305157 · % of assets, Fixed fees · $44.7 million AUMState registeredNo commissions reportedBluestone Wealth Planning, LLC3350 Riverwood Pkwy, Nw, Suite 1900 · Atlanta, GA 30339 · (404) 441-1015 · Financial planningCRD 169555 · % of assets, Hourly charges, Fixed fees · $8.1 million AUMState registeredNo commissions reportedBrighter Investing, Pb LLC3550 Lenox Rd. Ne, 21st Floor · Atlanta, GA 30326 · (404) 410-0645 · Financial planningCRD 299367 · % of assets, Fixed fees · $38.7 million AUMState registeredNo commissions reportedBt Family Office, LLC3300 Riverwood Parkway, Suite 700 · Atlanta, GA 30339 · (404) 341-5800 · Financial planningCRD 305713 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedBuckhead Capital Management, LLC900 Circle 75 Pkwy Se, Suite 900 · Atlanta, GA 30339 · (404) 720-8800 · Financial planningCRD 110707 · % of assets, Fixed fees, Performance-based fees · $5.8 billion AUMSEC registeredNo commissions reportedButlerjeffrey, LLC6400 Powers Ferry Rd Nw, Suite 374 · Atlanta, GA 30339 · (404) 369-0282 · Financial planningCRD 290388 · % of assets, Fixed fees · $28.1 million AUMState registeredNo commissions reportedCahaba Wealth Management, INC.1200 Peachtree Street Ne, Suite 610 · Atlanta, GA 30309 · (404) 549-7678 · Financial planningCRD 151675 · % of assets, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedCapital Benchmark Partners, LLC2342 Perimeter Park Dr, Suite 200 · Atlanta, GA 30341 · (770) 217-1202 · Financial planningCRD 175099 · % of assets, Hourly charges, Fixed fees · $56.3 million AUMState registeredNo commissions reportedCapital Investment Advisors, LLC10 Glenlake Parkway, North Tower, Suite 1000 · Atlanta, GA 30328 · (404) 531-0018 · Financial planningCRD 158055 · % of assets, Fixed fees, Other · $8.2 billion AUMSEC registeredNo commissions reportedCapitalwize, LLC1100 Peachtree St. Ne, Ste. 200 · Atlanta, GA 30309 · (800) 835-0863 · Financial planningCRD 288124 · % of assets, Hourly charges, Fixed fees · $272,099 AUMState registeredNo commissions reportedCarlyle Wealth PlanningFive Concourse Parkway, Suite 3000 · Atlanta, GA 30328 · (770) 956-8775 · Financial planningCRD 126298 · Hourly charges, Fixed feesState registeredNo commissions reportedChancellor Wealth Management, INC.100 Galleria Parkway Se, Suite 995 · Atlanta, GA 30339 · (770) 661-0283 · Financial planningCRD 112918 · % of assets, Hourly charges, Fixed fees · $174.0 million AUMSEC registeredNo commissions reportedChecks & Balances, INC.2675 Paces Ferry Road, Se, Suite 150 · Atlanta, GA 30339 · (404) 233-0560 · Financial planningCRD 112145 · % of assets · $251.1 million AUMSEC registeredNo commissions reportedCigx, LLC3350 Riverwood Pkwy., Ste.1900 · Atlanta, GA 30339 · (770) 374-3146 · Financial planningCRD 149934 · % of assets, Hourly charges · $42.0 million AUMState registeredNo commissions reportedClaris Financial Advisors, INC.2295 Parklake Drive, Suite 456 · Atlanta, GA 30345 · (770) 934-8686 · Financial planningCRD 128660 · % of assets, Hourly charges, Fixed fees · $33.6 million AUMState registeredNo commissions reportedCmc Financial Group, LLC7000 Central Parkway, Suite 225 · Atlanta, GA 30328 · (678) 690-8800 · Financial planningCRD 292413 · % of assets, Fixed fees · $119.3 million AUMSEC registeredNo commissions reportedCollective Wealth Partners, LLC1100 Peachtree Street Ne, Suite 250 · Atlanta, GA 30309 · (404) 633-9952 · Financial planningCRD 317519 · % of assets, Hourly charges, Fixed fees · $59.9 million AUMSEC registeredNo commissions reportedCompass Wealth Management, LLC115 Perimeter Center Pl, Suite 870 · Atlanta, GA 30346 · (678) 619-2364 · Financial planningCRD 156482 · % of assets · $307.7 million AUMSEC registeredNo commissions reportedConscious Wealth Investments, LLC901 Bernina, Apt 2 · Atlanta, GA 30307 · (404) 826-7747 · Financial planningCRD 319143 · % of assets, Hourly charges, Fixed fees · $272.8 million AUMSEC registeredNo commissions reportedCornerstone Financial275 14th Street Nw · Atlanta, GA 30318 · (404) 874-3111 · Financial planningCRD 125494 · % of assets, Hourly charges, Fixed fees · $118.0 million AUMSEC registeredNo commissions reportedCpc Advisors, LLC1475 Peachtree St. Ne, Suite 750 · Atlanta, GA 30309 · (404) 879-3000 · Financial planningCRD 111025 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedCrawford Investment Counsel INC600 Galleria Parkway, Se, Suite 1650 · Atlanta, GA 30339 · (770) 859-0045 · Financial planningCRD 110271 · % of assets, Fixed fees, Performance-based fees · $9.1 billion AUMSEC registeredNo commissions reportedD.s. Brown Wealth Advisors, LLCTwo Ballpark Center, 800 Battery Avenue Se,, Suite 300 · Atlanta, GA 30339 · (770) 597-1459 · Financial planningCRD 307362 · % of assets, Hourly charges, Fixed fees · $68.5 million AUMState registeredNo commissions reportedDai Wealth, LLC2800 Century Parkway Ne, Suite 650 · Atlanta, GA 30345 · (404) 531-7080 · Financial planningCRD 138938 · % of assets, Hourly charges, Fixed fees · $330.0 million AUMSEC registeredNo commissions reportedE2e Financial5555 Glenridge Connector,, Suite 200 · Atlanta, GA 30342 · (678) 664-9745 · Financial planningCRD 338290 · % of assets, Hourly charges, Fixed fees · $50.7 million AUMState registeredNo commissions reportedEads & Heald Wealth Management2100 Riveredge Pkwy N.w. Ste 760 · Atlanta, GA 30328 · (770) 988-9556 · Financial planningCRD 105524 · % of assets, Fixed fees · $240.5 million AUMSEC registeredNo commissions reportedEagle Rock Investment Company, LLC1201 Peachtree Street Ne, Ste 200 · Atlanta, GA 30361 · (404) 480-8578 · Financial planningCRD 313832 · % of assets · $786.7 million AUMSEC registeredNo commissions reportedEarn Into Wealth Strategies4279 Roswell Road, Suite 208 · Atlanta, GA 30342 · (646) 494-6220 · Financial planningCRD 281923 · % of assets, Hourly charges, Fixed fees · $34.5 million AUMState registeredNo commissions reportedEll Wess Advisors1201 West Peachtree St. Nw, Suite 2300 · Atlanta, GA 30309 · (770) 280-9915 · Financial planningCRD 330466 · % of assets, Fixed fees · $5.9 million AUMState registeredNo commissions reportedEpg Wealth Management LLC309 East Paces Ferry Rd Ne, Ste 900 · Atlanta, GA 30305 · (404) 809-3680 · Financial planningCRD 302075 · % of assets, Hourly charges, Fixed fees · $579.1 million AUMSEC registeredNo commissions reportedEstate Management Counselors,llc5064 Roswell Road, Suite C-300 · Atlanta, GA 30342 · (404) 250-9798 · Financial planningCRD 126624 · % of assets, Hourly charges, Fixed fees · $294.3 million AUMSEC registeredNo commissions reportedFelton & Peel Wealth Management, INC.2 Ballpark Center, 800 Battery Avenue Se, Suite 300 · Atlanta, GA 30339 · (404) 424-9570 · Financial planningCRD 298495 · % of assets, Hourly charges, Fixed fees · $34.5 million AUMState registeredNo commissions reportedFiduciaryvest, LLC5600 Roswell Road, Building C · Atlanta, GA 30342 · (404) 446-1270 · Financial planningCRD 134351 · % of assets, Hourly charges, Fixed fees · $4.9 billion AUMSEC registeredNo commissions reportedFinancial Discovery200 Ashford Center North, Suite 130 · Atlanta, GA 30338 · (404) 816-0160 · Financial planningCRD 125383 · % of assets, Fixed fees · $118.3 million AUMSEC registeredNo commissions reportedFinancial Innovations, LLC6111 Peachtree Dunwoody Road, Suite F101 · Atlanta, GA 30328 · (404) 458-0065 · Financial planningCRD 142769 · % of assets, Hourly charges, Fixed fees · $535.2 million AUMSEC registeredNo commissions reportedFirst Advisors National, LLC1372 Peachtree Street Ne · Atlanta, GA 30309 · (855) 326-7427 · Financial planningCRD 166212 · % of assets, Other · $505.9 million AUMSEC registeredNo commissions reportedFloyd Green Financial Services, INC.3114 Mercer University Drive, Suite 200 · Atlanta, GA 30341 · (770) 457-2550 · Financial planningCRD 125912 · % of assets, Hourly charges, Fixed fees · $15,411 AUMState registeredNo commissions reportedFootlamp3715 Northside Parkway, Bldg 100 Suite 500 · Atlanta, GA 30327 · (404) 476-2236 · Financial planningCRD 265788 · % of assets, Hourly charges, Fixed fees · $23.1 million AUMState registeredNo commissions reportedGaines Capital Management900 Circle 75 Parkway, Suite 740 · Atlanta, GA 30339 · (404) 443-3834 · Financial planningCRD 335414 · % of assets, Hourly charges, Fixed fees · $6.8 million AUMState registeredNo commissions reportedGeorge M. Hiller Companies, LLC3414 Peachtree Rd Ne, Suite 1110 · Atlanta, GA 30326 · (404) 365-0222 · Financial planningCRD 112409 · % of assets, Hourly charges, Fixed fees · $183.0 million AUMSEC registeredNo commissions reportedGodwin Capital Group, LLC3715 Northside Parkway Nw, Bldg 400, Suite 205 · Atlanta, GA 30327 · (404) 795-8300 · Financial planningCRD 316592 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedGutt Financial Management, LLC3414 Peachtree Rd Ne, 103 Monarch Plaza · Atlanta, GA 30326 · (404) 237-4188 · Financial planningCRD 109270 · % of assets, Fixed fees · $162.1 million AUMSEC registeredNo commissions reportedHamilton Capital Partners, LLC3400 Peachtree Road, Ne, North Tower, Suite 125 · Atlanta, GA 30326 · (678) 802-4974 · Financial planningCRD 314344 · % of assets, Hourly charges, Fixed fees · $444.0 million AUMSEC registeredNo commissions reportedHb Wealth3550 Lenox Rd Ne, Suite 2700 · Atlanta, GA 30326 · (404) 264-1400 · Financial planningCRD 316731 · % of assets, Hourly charges, Fixed fees · $30.2 billion AUMSEC registeredNo commissions reportedHighbrook Capital Partners3490 Piedmont Road, Suite 650 · Atlanta, GA 30305 · (404) 850-2550 · Financial planningCRD 338408 · % of assets, Hourly charges, Fixed fees · $509.1 million AUMSEC registeredNo commissions reportedHolcombe Financial, INC.4151 Ashford Dunwoody Road, Suite 165 · Atlanta, GA 30319 · (404) 257-3317 · Financial planningCRD 142238 · % of assets, Hourly charges, Fixed fees · $451.6 million AUMSEC registeredNo commissions reportedHorse Cove Partners LLC1899 Powers Ferry Rd Se, Suite 120 · Atlanta, GA 30339 · (678) 905-5723 · Financial planningCRD 172389 · % of assets, Fixed fees · $106.6 million AUMSEC registeredNo commissions reportedHwm Wealth Management LLC1050 Crowne Point Parkway, #500 · Atlanta, GA 30338 · (404) 796-9018 · Financial planningCRD 333763 · % of assets, Fixed fees · $18.7 million AUMState registeredNo commissions reportedIfg Advisory, LLC200 Ashford Center North, Suite 400 · Atlanta, GA 30338 · (770) 353-6400 · Financial planningCRD 168012 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedInceptive Financial2080 Dekalb Ave Ne · Atlanta, GA 30307 · (803) 414-7643 · Financial planningCRD 313360 · Fixed feesState registeredNo commissions reportedInlight Wealth1 Glenlake Parkway, Suite 975 · Atlanta, GA 30328 · (404) 551-2808 · Financial planningCRD 289908 · % of assets, Fixed fees · $843.3 million AUMSEC registeredNo commissions reportedInvestors Asset Management of Georgia INC7000 Peachtree Dunwoody Road, Bldg 9 Suite 200 · Atlanta, GA 30328 · (770) 394-5619 · Financial planningCRD 106796 · % of assets, Hourly charges, Fixed fees · $502.0 million AUMSEC registeredNo commissions reportedIra Group, INC.1230 Peachtree Street Ne, Suite 3800 · Atlanta, GA 30309 · (404) 760-3730 · Financial planningCRD 126246 · % of assets, Fixed fees, Other · $15.4 billion AUMSEC registeredNo commissions reportedIrc Wealth3050 Peachtree Road Nw, Suite 220 · Atlanta, GA 30305 · (404) 968-9348 · Financial planningCRD 132022 · % of assets, Fixed fees · $666.7 million AUMSEC registeredNo commissions reportedJoel Smith & Associates, LLC3350 Riverwood Parkway Se, Suite 1900 · Atlanta, GA 30339 · (678) 627-8300 · Financial planningCRD 139972 · % of assets, Hourly charges, Fixed fees · $18.7 million AUMState registeredNo commissions reportedJohn Masters, CPA, PC2250 N Druid Hills Rd Ne, Suite 125 · Atlanta, GA 30329 · (404) 240-0048 · Financial planningCRD 126151 · % of assets, Hourly charges · $4.9 million AUMState registeredNo commissions reportedLarge and Gilbert Wealth Advisory6849 Peachtree Dunwoody Road, Building A1 · Atlanta, GA 30328 · (770) 698-9816 · Financial planningCRD 129301 · % of assets, Hourly charges, Fixed fees · $247.4 million AUMSEC registeredNo commissions reportedLcp Institutional, LLCThe Arts Center Tower, 1270 West Peachtree Street, Suite 3 · Atlanta, GA 30309 · (470) 326-7920 · Financial planningCRD 325133 · % of assets, Other · $3.2 billion AUMSEC registeredNo commissions reportedLeechgary Asset Management LLC2494 Jett Ferry Road, Suite 209 · Atlanta, GA 30338 · (404) 394-0001 · Financial planningCRD 125133 · % of assets · $23.0 million AUMState registeredNo commissions reportedLife's Business, INC.2472 Jett Ferry Road, Suite 400-226 · Atlanta, GA 30338 · (770) 481-0903 · Financial planningCRD 152270 · % of assets, Hourly charges, Fixed fees · $7.9 million AUMState registeredNo commissions reportedLongview Wealth Management5605 Glenridge Drive, Suite 300 · Atlanta, GA 30342 · (404) 843-3100 · Financial planningCRD 136214 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedMagellan Planning Group4170 Ashford Dunwoody Rd., Suite 480 · Atlanta, GA 30319 · (404) 257-8811 · Financial planningCRD 338739 · % of assets, Fixed fees · $210.0 million AUMSEC registeredNo commissions reportedMain Street Financial Group LLC1274 Kittredge CT · Atlanta, GA 30329 · (678) 436-8760 · Financial planningCRD 334392 · % of assets, Hourly charges, Fixed fees · $18.3 million AUMState registeredNo commissions reportedMarco Investment Management LLC1100 Atlanta Financial Center, 3353 Peachtree Road Ne · Atlanta, GA 30326 · (404) 504-8600 · Financial planningCRD 108170 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedMartinwright Advisory, LLC3290 Northside Parkway Nw, Suite 950 · Atlanta, GA 30327 · (404) 882-8756 · Financial planningCRD 338634 · % of assets, Other · $160.7 million AUMSEC registeredNo commissions reportedMcC Wealth3715 Northside Pkwy Nw, Bldg 100, Ste 500 · Atlanta, GA 30327 · (404) 446-4362 · Financial planningCRD 334330 · % of assets, Hourly charges, Fixed fees · $865,165 AUMState registeredNo commissions reportedMcCormack Financial Planning INC.5605 Glenridge Drive, Suite 950 · Atlanta, GA 30342 · (404) 236-7316 · Financial planningCRD 136857 · % of assets, Hourly charges, Fixed fees · $115.7 million AUMSEC registeredNo commissions reportedMeadow Creek Wealth Advisors, LLC4200 Northside Parkway, Bldg 14, Ste 250 · Atlanta, GA 30327 · (470) 359-9270 · Financial planningCRD 297796 · % of assets, Hourly charges, Fixed fees · $728.0 million AUMSEC registeredNo commissions reportedMensah Finance Group, LLC1100 Peachtree St. Ne, Suite 200 · Atlanta, GA 30309 · (678) 821-2950 · Financial planningCRD 310049 · % of assets, Hourly charges · $3.9 million AUMState registeredNo commissions reportedMeranti Capital Partners, INC.1349 W Peachtree Street Ne, Suite 1910 · Atlanta, GA 30309 · (678) 470-4241 · Financial planningCRD 309776 · % of assets, Fixed fees, Performance-based fees · $855,020 AUMState registeredNo commissions reportedMichael L. Ball, CPA, LLC400 Northridge Road, Suite 350 · Atlanta, GA 30350 · (404) 479-7890 · Financial planningCRD 126647 · % of assets, Fixed fees · $86.3 million AUMState registeredNo commissions reportedMontag200 Galleria Parkway, Suite 1450 · Atlanta, GA 30339 · (404) 522-5774 · Financial planningCRD 105756 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedMonterey Wealth200 Ashford Center North, Suite 220 · Atlanta, GA 30338 · (404) 201-2285 · Financial planningCRD 172577 · % of assets, Hourly charges, Fixed fees · $300.1 million AUMSEC registeredNo commissions reportedMotus Wealth3355 Lenox Road Ne, Suite 1000 · Atlanta, GA 30326 · (404) 595-7692 · Financial planningCRD 317889 · % of assets, Fixed fees · $25.6 million AUMState registeredNo commissions reportedNicholas Hoffman & Company, LLCTwo Midtown Plaza, 1349 West Peachtree Street St. Nw, Suite 1050 · Atlanta, GA 30309 · (404) 815-5050 · Financial planningCRD 144516 · % of assets, Fixed fees, Performance-based fees · $8.3 billion AUMSEC registeredNo commissions reportedNora Wealth1201 Peachtree Street Ne, Building 400, Suite 100 · Atlanta, GA 30361 · (404) 475-4870 · Financial planningCRD 285098 · % of assets, Hourly charges, Fixed fees · $83.7 million AUMState registeredNo commissions reportedNovapoint Capital LLC1175 Peachtree St Ne, Suite 1825 · Atlanta, GA 30361 · (404) 445-7885 · Financial planningCRD 173663 · % of assets, Hourly charges, Fixed fees · $536.2 million AUMSEC registeredNo commissions reportedOpenarc Corporate Advisory, LLC3550 Peachtree Road Ne, Floor 7 · Atlanta, GA 30326 · (844) 648-6001 · Financial planningCRD 336837 · % of assets, Hourly charges, Fixed fees · $10.1 billion AUMSEC registeredNo commissions reportedOsaic Advisory Services, LLC2300 Windy Ridge Parkway, Suite 750 · Atlanta, GA 30339 · (866) 580-8219 · Financial planningCRD 171070 · % of assets, Hourly charges, Fixed fees · $15.5 billion AUMSEC registeredNo commissions reportedPaces Ferry Wealth Advisors, LLC2849 Paces Ferry Road, Suite 660 · Atlanta, GA 30339 · (404) 480-5200 · Financial planningCRD 300057 · % of assets, Fixed fees · $491.2 million AUMSEC registeredNo commissions reportedPeachcap Tax & Advisory, LLC550 Pharr Rd., Suite 700 · Atlanta, GA 30305 · (404) 220-8958 · Financial planningCRD 158729 · % of assets, Hourly charges, Fixed fees · $147.5 million AUMSEC registeredNo commissions reportedPeachtree Wealth Advisors, INC300 W. Wieuca Road, Suite A205 · Atlanta, GA 30342 · (404) 531-0965 · Financial planningCRD 139779 · % of assets, Fixed fees · $436.8 million AUMSEC registeredNo commissions reportedPersium Advisors, LLC2100 Riveredge Parkway, Suite 1230 · Atlanta, GA 30328 · (678) 322-3000 · Financial planningCRD 128335 · % of assets, Fixed fees · $583.6 million AUMSEC registeredNo commissions reportedPhase Line Capital, LLC4401 Northside Pkwy, Nw, Suite 285 · Atlanta, GA 30327 · (470) 586-6566 · Financial planningCRD 315116 · % of assets, Fixed fees · $52.3 million AUMState registeredNo commissions reportedPierson Wealth Management1380 W. Paces Ferry Road Nw, Suite 2105 · Atlanta, GA 30327 · (404) 233-7272 · Financial planningCRD 293206 · % of assets · $192.0 million AUMSEC registeredNo commissions reportedPorter Wealth Management, LLC2318 1st Ave · Atlanta, GA 30317 · (540) 270-7542 · Financial planningCRD 294135 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedPr Squared Wealth Management LLC1770 the Exchange, Suite 220 · Atlanta, GA 30339 · (678) 719-2735 · Financial planningCRD 309595 · % of assets, Hourly charges, Fixed fees · $12.7 million AUMState registeredNo commissions reportedPremis Advisors, LLC3344 Peachtree Road, Ne, Suite 800 · Atlanta, GA 30326 · (678) 666-5380 · Financial planningCRD 283679 · % of assets, Fixed fees · $213.9 million AUMSEC registeredNo commissions reportedPrivate Family Wealth Advisors3350 Riverwood Pkwy Se, Suite 650 · Atlanta, GA 30339 · (404) 848-0950 · Financial planningCRD 325119 · % of assets, Fixed fees · $393.2 million AUMSEC registeredNo commissions reportedPsalm Capital3017 Bolling Way Ne, #134 · Atlanta, GA 30305 · (770) 318-9737 · Financial planningCRD 325371 · % of assets · $22.9 million AUMState registeredNo commissions reportedRegent Peak Wealth Advisors, LLC200 Galleria Pkwy Se, Suite 1175 · Atlanta, GA 30339 · (470) 867-3550 · Financial planningCRD 298259 · % of assets, Fixed fees · $785.9 million AUMSEC registeredNo commissions reportedRegimen Wealth, LLC3300 Riverwood Parkway, Suite 1030 · Atlanta, GA 30339 · (770) 738-8200 · Financial planningCRD 309672 · % of assets, Fixed fees · $365.2 million AUMSEC registeredNo commissions reportedRegister Financial Advisors, LLC3500 Lenox Road, Suite 1700 · Atlanta, GA 30326 · (404) 364-2180 · Financial planningCRD 143884 · % of assets, Hourly charges, Fixed fees · $488.5 million AUMSEC registeredNo commissions reportedResurgent Advisors600 Embassy Row, Suite 108 · Atlanta, GA 30328 · (404) 654-0531 · Financial planningCRD 299575 · % of assets, Hourly charges, Fixed fees · $354.7 million AUMSEC registeredNo commissions reportedRollins Financial Advisors, LLC3343 Peachtree Road Ne, Suite 500 · Atlanta, GA 30326 · (404) 892-7967 · Financial planningCRD 312921 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedRora Wealth, INC.3280 Peachtree Rd, 7th Floor · Atlanta, GA 30305 · (404) 967-0727 · Financial planningCRD 297568 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedSage Mountain Advisors, LLC945 East Paces Ferry Road Ne, Suite 2660 · Atlanta, GA 30326 · (404) 795-8361 · Financial planningCRD 298593 · % of assets, Fixed fees, Other · $4.3 billion AUMSEC registeredNo commissions reportedSan Blas Advisory, INC.3424 Peachtree Road Ne, Suite 2200 · Atlanta, GA 30326 · (404) 704-0406 · Financial planningCRD 296929 · % of assets, Hourly charges, Fixed fees · $218.9 million AUMSEC registeredNo commissions reportedSard Wealth Managment Group, LLC5607 Glenridge Drive, Suite 275, Building II · Atlanta, GA 30342 · (404) 843-4483 · Financial planningCRD 123457 · % of assets, Hourly charges, Fixed fees · $464.0 million AUMSEC registeredNo commissions reportedSb Advisory, LLC3424 Peachtree Road Ne, Suite 2200 · Atlanta, GA 30326 · (404) 704-0406 · Financial planningCRD 154680 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSherrill & Hutchins Financial Advisory INC4401 Northside Parkway, Nw, Suite 425 · Atlanta, GA 30327 · (770) 395-9797 · Financial planningCRD 105302 · % of assets, Hourly charges, Fixed fees · $623.7 million AUMSEC registeredNo commissions reportedSignaturefd, LLC1230 Peachtree Street, Ne, Suite 1800 · Atlanta, GA 30309 · (404) 253-7600 · Financial planningCRD 112758 · % of assets, Hourly charges, Fixed fees · $9.7 billion AUMSEC registeredNo commissions reportedSmarr Financial Services INC.260 Peachtree St Nw, Suite 2200 · Atlanta, GA 30303 · (404) 601-2815 · Financial planningCRD 142540 · % of assets, Hourly charges, Fixed fees · $45.8 million AUMState registeredNo commissions reportedSmith & Howard Wealth Management, LLC271 17th Street Nw, Suite 2100 · Atlanta, GA 30363 · (404) 874-6244 · Financial planningCRD 109540 · % of assets, Hourly charges · $726.9 million AUMSEC registeredNo commissions reportedSonas Financial Planning4514 Chamblee Dunwoody Road, Suite 307 · Atlanta, GA 30338 · (404) 545-5368 · Financial planningCRD 316677 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedSteele Financial Studios3101 Cobb Pkwy Se, Suite 124 · Atlanta, GA 30339 · (404) 850-4010 · Financial planningCRD 336717 · % of assets, Fixed fees · $10.7 million AUMState registeredNo commissions reportedStrategic Blueprint, LLC2200 Century Parkway, Suite 500 · Atlanta, GA 30345 · (678) 954-4130 · Financial planningCRD 284840 · % of assets, Hourly charges, Subscription fees · $2.5 billion AUMSEC registeredNo commissions reportedThe Keystone Financial Alliance, LLC3350 Riverwood Parkway, Suite #2200 · Atlanta, GA 30339 · (404) 260-0710 · Financial planningCRD 168760 · % of assets, Fixed fees · $164.7 million AUMSEC registeredNo commissions reportedThe Marin Group INC.1440 Dutch Valley Place, Suite 955 · Atlanta, GA 30324 · (404) 607-8014 · Financial planningCRD 125217 · % of assets, Fixed fees · $128.1 million AUMSEC registeredNo commissions reportedThe Renn Wealth Management Group, INC.3205 Paces Ferry Place, Nw · Atlanta, GA 30305 · (404) 467-9882 · Financial planningCRD 117500 · % of assets, Hourly charges, Fixed fees · $151.9 million AUMSEC registeredNo commissions reportedTransformation Wealth Management, LLC3100 Interstate N Circle Se, Suite 200 · Atlanta, GA 30339 · (770) 874-9959 · Financial planningCRD 309299 · % of assets, Hourly charges, Fixed fees · $512,056 AUMState registeredNo commissions reportedTroika Capital Advisors, LLC800 Battery Ave. Se, Suite 100 · Atlanta, GA 30339 · (770) 617-3149 · Financial planningCRD 152927 · % of assets, Hourly charges, Fixed fees · $56.3 million AUMState registeredNo commissions reportedTrue Square Financial LLC1355 Peachtree St Ne, Suite 1150 · Atlanta, GA 30309 · (404) 975-2720 · Financial planningCRD 287997 · Fixed fees · $178.8 million AUMSEC registeredNo commissions reportedTruist Advisory Services, INC.303 Peachtree Street, 2nd Floor · Atlanta, GA 30303 · (800) 874-4770 · Financial planningCRD 283390 · % of assets, Fixed fees · $77.4 billion AUMSEC registeredNo commissions reportedUnified Investment ManagementOne Glenlake Parkway, Suite 650 · Atlanta, GA 30328 · (404) 920-4768 · Financial planningCRD 326056 · % of assets · $150.6 million AUMSEC registeredNo commissions reportedVeracity Capital LLC2859 Paces Ferry Road, Suite 635 · Atlanta, GA 30339 · (844) 508-7884 · Financial planningCRD 304272 · % of assets, Fixed fees · $799.8 million AUMSEC registeredNo commissions reportedWaypoint Wealth Counsel LLC3715 Northside Parkway Nw, Building 100, Suite 310 · Atlanta, GA 30327 · (404) 955-7481 · Financial planningCRD 171822 · % of assets, Hourly charges, Fixed fees · $433.3 million AUMSEC registeredNo commissions reportedWealth Engagement3715 Northside Parkway Nw, Building 100, Ste 500 · Atlanta, GA 30327 · (917) 826-5955 · Financial planningCRD 310438 · % of assets · $105.0 million AUMSEC registeredNo commissions reportedWright Wealth LLCTwo Ballpark Center, 800 Battery Avenue Se, Suite 300 · Atlanta, GA 30339 · (470) 373-1044 · Financial planningCRD 321215 · % of assets, Hourly charges, Fixed fees · $188.5 million AUMSEC registeredNo commissions reportedXception Family Office5901 Peachtree Dunwoody Rd, Building C, Suite 160 · Atlanta, GA 30328 · (404) 524-7900 · Financial planningCRD 338122 · % of assets, Fixed fees, Other · $189.3 million AUMSEC registeredNo commissions reportedYour Wealth Consultants LLC10 Glenlake Parkway, Suite 130 · Atlanta, GA 30328 · (864) 415-6557 · Financial planningCRD 310328 · % of assets, Hourly charges, Fixed fees · $2.1 million AUMState registeredNo commissions reportedZwj Investment Counsel INC75 14th Street Ne, Suite 2900 · Atlanta, GA 30309 · (404) 873-2211 · Financial planningCRD 110397 · % of assets, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reported