Flat fee financial advisors in Georgia

Flat fee advisors quote one price for a plan or a project. So you know the total before you start.

The median published flat or project fee in Georgia is $5,000, from 149 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,000⁠-⁠$7,500. Updated October 2026.

What advisors in Georgia charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Flat or project fee$5,000$2,000⁠-⁠$7,500149 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Flat fee financial advisors in Georgia and their published fees

149 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Asset Guidance Group, LLCRoswellNot published$100⁠-⁠$3,600$260⁠-⁠$560/mo
Atlas Investment Advisory LLCCanton$100⁠-⁠$300/hr$100⁠-⁠$1,000Not published
BinnerinvestmentsForsythNot published$100⁠-⁠$10,000Not published
Peachtree Wealth Advisors, IncAtlantaNot published$100⁠-⁠$25,000Not published
Proactive Wealth Strategies, LLCMarietta$500⁠-⁠$2,000/hr$100⁠-⁠$10,000Not published
Holcomb FinancialCanton$200/hr$200⁠-⁠$500Not published
Berkeley Advisors, Inc.AtlantaNot published$250⁠-⁠$10,000Not published
CMC Financial Group, LLCAtlantaNot published$250⁠-⁠$10,000Not published
Enterprise Wealth Partners, LLCTallapoosaNot published$250$3,000/yr
Greenway Financial Planning, LLCCummingNot published$250$50⁠-⁠$500/mo
Irc WealthAtlantaNot published$250⁠-⁠$500Not published
Kingsmark Private Financial Advisors, LLCAlbany$300/hr$250Not published
Legacy Wealth Advisors, LLCTucker$250/hr$250Not published
Osborne Financial Planning LLCPeachtree City$200/hr$250Not published
Palmetto Financial Planners LLCRichmond HillNot published$250Not published
RL Wright & Associates, LLCSavannahNot published$250⁠-⁠$10,000Not published
Encourage Financial LLCAtlantaNot published$300⁠-⁠$7,500Not published
Piece of Wealth Planning LLCDacula$250/hr$300⁠-⁠$10,000$450⁠-⁠$1,250/mo
Ages Legacy Advisors, LLCAtlanta$400/hr$400⁠-⁠$5,000$458⁠-⁠$875/mo
Lanier Financial Group LLCAthens$150⁠-⁠$300/hr$450Not published
Lyles Wealth Management LLCCalhoun$150/hr$495⁠-⁠$2,500Not published
Safe Money ManagementAtlanataNot published$495⁠-⁠$1,295Not published
American Financial Advisors, LLC.Marietta$150/hr$500Not published
American Wealth Advisors, LLCJohns Creek$500/hr$500⁠-⁠$3,000Not published
Cerner Capital Management, LLCSnellville$225⁠-⁠$500/hr$500⁠-⁠$50,000$900⁠-⁠$12,000/yr
CPC Advisors, LLCAtlanta$275/hr$500⁠-⁠$20,000Not published
Firethorn Wealth Partners, LLCAugustaNot published$500Not published
Guardian Wealth Advisory Services, LLCTyroneNot published$500⁠-⁠$2,500Not published
J. Franklin Financial LLCMetterNot published$500⁠-⁠$2,500Not published
Lock Wealth ManagementAtlanta$250⁠-⁠$400/hr$500$375⁠-⁠$3,500/mo
Sard Wealth Managment Group, LLCAtlanta$250⁠-⁠$500/hr$500⁠-⁠$10,000Not published
Sonas Financial PlanningAtlanta$250/hr$500⁠-⁠$15,000$150⁠-⁠$1,700/mo
Southbridge Advisors, LLCMarietaNot published$500⁠-⁠$20,000Not published
Wakil Wealth Advisory LLCLawrencevilleNot published$500⁠-⁠$5,000Not published
Your Wealth Consultants LLCAtlantaNot published$500⁠-⁠$10,000Not published
Blueprint Private Wealth Management LLCAlpharettaNot published$600⁠-⁠$5,000Not published
Vip Wealth AdvisorsDecaturNo AUM fee$375/hr$700⁠-⁠$50,000Not published
Access Planning Partners, LLCAlpharetta$250/hr$750⁠-⁠$7,500$150⁠-⁠$3,000/qtr
Design Life's Journey, LLCDawsonvilleNot published$750⁠-⁠$3,000Not published
Financial Decision Partners, LLCSnellville$150/hr$750Not published
Fluid Financial Planning, LLCColumbusNot published$750⁠-⁠$1,250$50⁠-⁠$100/mo
Infinity Wealthcare, LLCCummingNot published$750⁠-⁠$10,000Not published
Masterplan Retirement ConsultantsMarietta$195/hr$750⁠-⁠$10,000Not published
VetworthPeachtree CityNo AUM feeNot published$750⁠-⁠$2,000Not published
2ND Half Capital, LLCAlpharettaNot published$1,000⁠-⁠$2,000Not published
Aegis Capital GroupAtlanta$100⁠-⁠$250/hr$1,000⁠-⁠$3,000Not published
Bush Wealth ManagementValdosta$200⁠-⁠$400/hr$1,000⁠-⁠$15,000Not published
Cresfund AdvisorsDunwoody$250/hr$1,000⁠-⁠$5,000Not published
Earn Into Wealth StrategiesAtlanta$500/hr$1,000⁠-⁠$15,000$9,000⁠-⁠$50,000/yr
Ell Wess AdvisorsAtlanta$300⁠-⁠$750/hr$1,000⁠-⁠$20,000$1,000/mo
Foresight Financial PlanningAlmaNo AUM feeNot published$1,000⁠-⁠$4,000Not published
Gien Capital Management LLCAlpharettaNot published$1,000⁠-⁠$5,000Not published
Halley Hill Wealth Management LLCPerryNot published$1,000⁠-⁠$10,000$500⁠-⁠$5,000/qtr
Horizon Advisors, LLCRome$150/hr$1,000$200/mo
Kindzia InvestmentsJohns Creek$100⁠-⁠$500/hr$1,000Not published
Purpose Financial PlanningFayettevilleNot published$1,000⁠-⁠$24,000$300⁠-⁠$2,000/mo
Smarr Financial Services Inc.Atlanta$100⁠-⁠$500/hr$1,000⁠-⁠$6,000Not published
The Green Group Finance, LLCLawrenceville$300/hr$1,000⁠-⁠$5,000Not published
True Square Financial LLCAtlantaNot published$1,000⁠-⁠$5,000$125⁠-⁠$5,000/mo
Stars & Stripes Financial AdvisorsDouglasville$310/hr$1,050$250⁠-⁠$980/mo
First Pitch Planning and Tax LLCRoswellNo AUM fee$100/hr$1,200Not published
Magellan Planning GroupAtlantaNot published$1,200Not published
Retire Wise, LLCLawrenceville$250/hr$1,200⁠-⁠$3,000Not published
BJM Financial IncDuluthNot published$1,500⁠-⁠$20,000Not published
Brannen & Lyle Investment CompanyBainbridge$125/hr$1,500Not published
Claris Financial Advisors, Inc.Atlanta$250/hr$1,500⁠-⁠$12,000Not published
CwpimAlpharettaNot published$1,500⁠-⁠$5,000Not published
Dubois Wealth Management, LLCSt. Simons IslandNot published$1,500Not published
Elevate Wealth Advisory, Inc.AthensNot published$1,500⁠-⁠$10,000Not published
FootlampAtlantaNot published$1,500⁠-⁠$10,000$10,000⁠-⁠$36,000/yr
Freedom Wealth Coaching, LLCWoodstock$100⁠-⁠$300/hr$1,500⁠-⁠$5,000Not published
Hamilton Capital Advisors LLCAtlanta$150⁠-⁠$300/hr$1,500$10,000/yr
HC Advisors LLCSandy Springs$150⁠-⁠$480/hr$1,500⁠-⁠$4,000$100⁠-⁠$25,000/qtr
HWM Wealth Management LLCAtlantaNot published$1,500⁠-⁠$5,000Not published
Ifg Advisory, LLCAtlanta$175⁠-⁠$350/hr$1,500⁠-⁠$10,000Not published
Mcwilliams Financial Advisory Group LLCAtlantaNo AUM fee$150⁠-⁠$250/hr$1,500⁠-⁠$4,000Not published
MH Wealth ManagementAlpharettaNo AUM fee$250/hr$1,500⁠-⁠$25,000Not published
Openarc Corporate Advisory, LLCAtlanta$350/hr$1,500⁠-⁠$10,000Not published
Openhanded Wealth LLCHolly SpringsNot published$1,500Not published
Prosperitage WealthMcdonough$500/hr$1,500⁠-⁠$15,000Not published
Retirement Wealth Management, LLCPeachtree Corners$150⁠-⁠$350/hr$1,500⁠-⁠$5,000$2,000/yr
Rock One Advisors, LLCMiltonNot published$1,500⁠-⁠$50,000Not published
Starr-Mathews Financial, LLCCalhoun$150⁠-⁠$300/hr$1,500⁠-⁠$50,000Not published
Tandemgrowth Financial Advisors, LLCAlpharettaNot published$1,500Not published
The Advisory FirmAlpharettaNot published$1,500⁠-⁠$2,500Not published
Wealth Science Advisors LLCAlpharetta$125⁠-⁠$1,200/hr$1,500Not published
Familyroot Wealth Advisors, LLCNewnanNot published$1,750⁠-⁠$3,500$243/qtr
PR Squared Wealth Management LLCAtlanta$250/hr$1,750⁠-⁠$15,000Not published
Ati Wealth Partners, LLCSavannah$200/hr$1,800Not published
Fapa Advisory Services Team (FAST)Peachtree City$200/hr$1,900Not published
Wealth With No Regrets®AlpharettaNot published$1,900⁠-⁠$25,000Up to $5,000/yr
Brown Capital Advisors, LLCMariettaNot published$2,000⁠-⁠$10,000$30,000⁠-⁠$75,000/yr
Capital Endurance Group, IncAlpharetta$350/hr$2,000⁠-⁠$10,000Not published
CG Maton Advisory, Inc.Alpharetta$250/hr$2,000⁠-⁠$5,000Not published
Constant Cashflow, LLCSavannah$150⁠-⁠$300/hr$2,000⁠-⁠$4,000Not published
Dalton Wealth PlannersDalton$500/hr$2,000⁠-⁠$5,000Up to $3,000/yr
Fern Impact Advisors, LLCDuluthNot published$2,000Not published
Financial Consultants Group IncCummingNot published$2,500⁠-⁠$10,000Not published
Inman Park Wealth ManagementAtlantaNot published$2,500⁠-⁠$5,000Not published
Meadow Creek Wealth Advisors, LLCAtlanta$350⁠-⁠$650/hr$2,500⁠-⁠$10,000Not published
Mindful Capital ManagementDecatur$250⁠-⁠$500/hr$2,500⁠-⁠$10,000Not published
Networth Financial Services, LLCJohns CreekNot published$2,500⁠-⁠$15,000Not published
Parrish Capital, LLCKennesaw$75⁠-⁠$450/hr$2,500⁠-⁠$20,000Not published
Peachtree Creek InvestmentsBrookhaven$250⁠-⁠$500/hr$2,500⁠-⁠$10,000Not published
Rinzler Capital LLCAtlantaNo AUM fee$250/hr$2,500$2,500⁠-⁠$6,500/mo
Shepherd Financial LLCWoodstockNot published$2,500⁠-⁠$10,000Not published
Sherrill & Hutchins Financial Advisory IncAtlanta$350/hr$2,500Not published
The Keystone Financial Alliance, LLCAtlantaNot published$2,500⁠-⁠$10,000Not published
Chattahoochee WealthCummingNot published$3,000⁠-⁠$15,000$3,000⁠-⁠$23,000/yr
D.s. Brown Wealth Advisors, LLCAtlanta$500/hr$3,000⁠-⁠$10,000Not published
Kenwyck CapitalMarietta$300/hr$3,000⁠-⁠$4,500$500⁠-⁠$750/mo
Paraklete Financial, Inc.KennesawNo AUM feeNot published$3,000⁠-⁠$200,000$3,000⁠-⁠$150,000/yr
Financial StaplesAtlantaNot published$3,500$6,000⁠-⁠$9,000/yr
Motus WealthAtlantaNot published$3,500$250/mo
Third Act Retirement Planning, Inc.Marietta$350/hr$3,500⁠-⁠$10,000Not published
Atlas Investment AdvisorsAlpharetta$275/hr$3,800⁠-⁠$5,000Not published
Fwi Wealth Management LLCSandy SpringsNot published$3,850Not published
Cochran Wealth LLCAtlanta$250⁠-⁠$400/hr$4,000⁠-⁠$15,000$3,000/yr
Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr$5,000⁠-⁠$100,000Not published
Ap Wealth ManagementAugustaNot published$5,000Not published
Asset Management GroupCartersvilleNot published$5,000⁠-⁠$7,500$200/mo
Blake Financial Counsel, LLCAtlantaNot published$5,000Not published
CFG Wealth Management, LLCStatesboro$225/hr$5,000Not published
Harmonized Finance, LLCAtlantaNot published$5,000⁠-⁠$6,500Not published
Henssler FinancialKennesawNot published$5,000Not published
Main Street Financial Group LLCAtlanta$250/hr$5,000Not published
Park Square Financial Group LLCRoswell$300/hr$5,000Not published
Power Wealth ManagementAlpharettaNot published$5,000⁠-⁠$30,000Not published
Resources Asset Management LLCEllenwood$300/hr$5,000Not published
Steele Financial StudiosAtlantaNot published$5,000⁠-⁠$10,000$100⁠-⁠$500/mo
Aust Financial Advisory, LLCAtlanta$400/hr$6,000$2,000/mo
Financial Architects, LLCWoodstock$500/hr$6,000Not published
Waypoint Financial Planning, LLCMarietta$250/hr$6,000Not published
Collective Wealth Partners, LLCAtlanta$250⁠-⁠$500/hr$6,500Not published
Wiser Wealth Management, IncMarietta$475/hr$6,750$7,500/yr
Clarity Wealth Solutions LLCAtlanta$375/hr$7,500Not published
Highbrook Capital PartnersAtlanta$500/hr$7,500⁠-⁠$30,000Not published
Blue Otter Financial PlanningDecaturNo AUM feeNot published$8,000⁠-⁠$10,000Not published
Prana Wealth Management LLCAtlanta$300⁠-⁠$1,000/hr$8,000Not published
Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr$10,000⁠-⁠$15,000Not published
Evans Wealth ManagementDuluth$250/hr$10,000⁠-⁠$45,000Not published
Financial LabDecaturNot published$10,000Not published
Holcombe Financial, Inc.Atlanta$500⁠-⁠$750/hr$10,000$10,000/yr
MMHP Investment AdvisorsThomasville$300/hr$10,000Not published
Private Family Wealth AdvisorsAtlantaNot published$12,000Not published
Waypoint Wealth Counsel LLCAtlanta$100/hrUp to $12,000Not published
Longview Wealth ManagementAtlantaNot published$15,000$2,500/yr
Griffith & Werner, Inc.Canton$250/hr$20,000Not published
JT Stratford, LLCGainesville$200⁠-⁠$500/hr$50,000Not published
Also filed as flat fee financial advisors, without a published price (261)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Flat fee financial advisors in other states