{ "path": "/advisors/ga/atlanta/alpharetta", "url": "https://advisorcensus.com/advisors/ga/atlanta/alpharetta", "page_type": "metro_city", "title": "Financial advisors in Alpharetta, GA", "filters": {}, "scope_total": 50, "faq": [ { "q": "How many financial advisory firms are there in Alpharetta, GA?", "a": "AdvisorCensus lists 50 investment advisory firms with a principal office in Alpharetta, Georgia (part of the Atlanta metro area), from Form ADV filings as of October 2026: 33 SEC-registered, 17 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Alpharetta, GA?", "a": "15 of the 50 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Alpharetta, GA offer financial planning?", "a": "35 of the 50 firms in Alpharetta, GA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Alpharetta, GA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 50 investment advisory firms with a principal office in Alpharetta, Georgia (part of the Atlanta metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Atlanta metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Alpharetta, GA: 50 firms from Form ADV filings as of October 2026.", "total_firms": 50, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 33, "state": 17, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 15 }, { "code": "percentage_of_aum", "count": 47 }, { "code": "hourly", "count": 15 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 29 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 5 }, { "code": "other", "count": 8 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 20 }, { "code": "5_to_9", "count": 13 }, { "code": "10_to_19", "count": 12 }, { "code": "20_plus", "count": 5 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 7 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 22 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 2 } ], "firms": [ { "crd_number": 316924, "name": "2nd Half Capital, LLC", "name_as_filed": "2ND HALF CAPITAL, LLC", "url": "https://advisorcensus.com/firm/2nd-half-capital-llc-alpharetta-ga-316924", "city": "Alpharetta", "state": "GA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 281201, "name": "Adaptive Investments", "name_as_filed": "ADAPTIVE INVESTMENTS", "url": "https://advisorcensus.com/firm/adaptive-investments-alpharetta-ga-281201", "city": "Alpharetta", "state": "GA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172395, "name": "AE Financial & Risk Management, Inc.", "name_as_filed": "AE FINANCIAL & RISK MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ae-financial-and-risk-management-inc-alpharetta-ga-172395", "city": "Alpharetta", "state": "GA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307047, "name": "Agvictus Capital Management LLC", "name_as_filed": "AGVICTUS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agvictus-capital-management-llc-alpharetta-ga-307047", "city": "Alpharetta", "state": "GA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 112772, "name": "Albritton Capital Management Co", "name_as_filed": "ALBRITTON CAPITAL MANAGEMENT CO", "url": "https://advisorcensus.com/firm/albritton-capital-management-co-alpharetta-ga-112772", "city": "Alpharetta", "state": "GA", "years_registered": 35, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 25536, "name": "American Wealth Management, Inc.", "name_as_filed": "AMERICAN WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/american-wealth-management-inc-alpharetta-ga-25536", "city": "Alpharetta", "state": "GA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324861, "name": "Atlas Investment Advisors", "name_as_filed": "ATLAS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/atlas-investment-advisors-alpharetta-ga-324861", "city": "Alpharetta", "state": "GA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310520, "name": "Avego Management, LLC", "name_as_filed": "AVEGO MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/avego-management-llc-alpharetta-ga-310520", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 319507, "name": "Blueprint Private Wealth Management LLC", "name_as_filed": "BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/blueprint-private-wealth-management-llc-alpharetta-ga-319507", "city": "Alpharetta", "state": "GA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328837, "name": "Brooke Forest Capital LLC", "name_as_filed": "BROOKE FOREST CAPITAL LLC", "url": "https://advisorcensus.com/firm/brooke-forest-capital-llc-alpharetta-ga-328837", "city": "Alpharetta", "state": "GA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284793, "name": "Capital Endurance Group, Inc", "name_as_filed": "CAPITAL ENDURANCE GROUP, INC", "url": "https://advisorcensus.com/firm/capital-endurance-group-inc-alpharetta-ga-284793", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 127277, "name": "CG Maton Advisory, Inc.", "name_as_filed": "CG MATON ADVISORY, INC.", "url": "https://advisorcensus.com/firm/cg-maton-advisory-inc-alpharetta-ga-127277", "city": "Alpharetta", "state": "GA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 158694, "name": "Circa Capital, LLC", "name_as_filed": "CIRCA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/circa-capital-llc-alpharetta-ga-158694", "city": "Alpharetta", "state": "GA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 172685, "name": "Clear Investment Research, LLC", "name_as_filed": "CLEAR INVESTMENT RESEARCH, LLC", "url": "https://advisorcensus.com/firm/clear-investment-research-llc-alpharetta-ga-172685", "city": "Alpharetta", "state": "GA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150469, "name": "CN Wealth Management, LLC", "name_as_filed": "CN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cn-wealth-management-llc-alpharetta-ga-150469", "city": "Alpharetta", "state": "GA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125611, "name": "Cornerstone Investment Advisors, Inc.", "name_as_filed": "CORNERSTONE INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cornerstone-investment-advisors-inc-alpharetta-ga-125611", "city": "Alpharetta", "state": "GA", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288024, "name": "Cwpim", "name_as_filed": "CWPIM", "url": "https://advisorcensus.com/firm/cwpim-alpharetta-ga-288024", "city": "Alpharetta", "state": "GA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317373, "name": "Daner Wealth Management, LLC", "name_as_filed": "DANER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/daner-wealth-management-llc-alpharetta-ga-317373", "city": "Alpharetta", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140594, "name": "ELM3 Financial Group, LLC", "name_as_filed": "ELM3 FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/elm3-financial-group-llc-alpharetta-ga-140594", "city": "Alpharetta", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332573, "name": "Exit Wealth Advisors", "name_as_filed": "EXIT WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/exit-wealth-advisors-alpharetta-ga-332573", "city": "Alpharetta", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 220515, "name": "Forthright Wealth Management, LLC", "name_as_filed": "FORTHRIGHT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/forthright-wealth-management-llc-alpharetta-ga-220515", "city": "Alpharetta", "state": "GA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287851, "name": "Fsam LLC", "name_as_filed": "FSAM LLC", "url": "https://advisorcensus.com/firm/fsam-llc-alpharetta-ga-287851", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306815, "name": "Georgia Advisory Group LLC", "name_as_filed": "GEORGIA ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/georgia-advisory-group-llc-alpharetta-ga-306815", "city": "Alpharetta", "state": "GA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281621, "name": "Gibbs Wealth Management, LLC", "name_as_filed": "GIBBS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gibbs-wealth-management-llc-alpharetta-ga-281621", "city": "Alpharetta", "state": "GA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305635, "name": "Golden Bell Financial Planning, LLC", "name_as_filed": "GOLDEN BELL FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/golden-bell-financial-planning-llc-alpharetta-ga-305635", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118070, "name": "Howard Capital Management, LLC", "name_as_filed": "HOWARD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/howard-capital-management-llc-alpharetta-ga-118070", "city": "Alpharetta", "state": "GA", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 318227, "name": "Incompass Financial Partners, LLC", "name_as_filed": "INCOMPASS FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/incompass-financial-partners-llc-alpharetta-ga-318227", "city": "Alpharetta", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172979, "name": "Integras Partners, LLC", "name_as_filed": "INTEGRAS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/integras-partners-llc-alpharetta-ga-172979", "city": "Alpharetta", "state": "GA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333819, "name": "Latitude Investment Group", "name_as_filed": "LATITUDE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/latitude-investment-group-alpharetta-ga-333819", "city": "Alpharetta", "state": "GA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142457, "name": "Merit Financial Advisors", "name_as_filed": "MERIT FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/merit-financial-advisors-alpharetta-ga-142457", "city": "Alpharetta", "state": "GA", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 310248, "name": "MH Wealth Management", "name_as_filed": "MH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/mh-wealth-management-alpharetta-ga-310248", "city": "Alpharetta", "state": "GA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307004, "name": "Morgan Capital Group LLC", "name_as_filed": "MORGAN CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/morgan-capital-group-llc-alpharetta-ga-307004", "city": "Alpharetta", "state": "GA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169885, "name": "MPWM Advisory Solutions LLC", "name_as_filed": "MPWM ADVISORY SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/mpwm-advisory-solutions-llc-alpharetta-ga-169885", "city": "Alpharetta", "state": "GA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167256, "name": "MRP Capital Investments, LLC", "name_as_filed": "MRP CAPITAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mrp-capital-investments-llc-alpharetta-ga-167256", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297125, "name": "Newcorp Wealth Management", "name_as_filed": "NEWCORP WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/newcorp-wealth-management-alpharetta-ga-297125", "city": "Alpharetta", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 127432, "name": "Northstar Investment Partners", "name_as_filed": "NORTHSTAR INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-127432", "city": "Alpharetta", "state": "GA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340596, "name": "Northstar Investment Partners", "name_as_filed": "NORTHSTAR INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-340596", "city": "Alpharetta", "state": "GA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324401, "name": "Overlay Management, LLC", "name_as_filed": "OVERLAY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/overlay-management-llc-alpharetta-ga-324401", "city": "Alpharetta", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 297517, "name": "PGI Wealth Management", "name_as_filed": "PGI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pgi-wealth-management-alpharetta-ga-297517", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285635, "name": "Phorcys Capital Partners, LLC", "name_as_filed": "PHORCYS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/phorcys-capital-partners-llc-alpharetta-ga-285635", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315101, "name": "Power Wealth Management", "name_as_filed": "POWER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/power-wealth-management-alpharetta-ga-315101", "city": "Alpharetta", "state": "GA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312533, "name": "Prce Management LLC", "name_as_filed": "PRCE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/prce-management-llc-alpharetta-ga-312533", "city": "Alpharetta", "state": "GA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 301712, "name": "Sapient Advisors, Inc.", "name_as_filed": "SAPIENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/sapient-advisors-inc-alpharetta-ga-301712", "city": "Alpharetta", "state": "GA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 326460, "name": "Soina Financial Group, LLC", "name_as_filed": "SOINA FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/soina-financial-group-llc-alpharetta-ga-326460", "city": "Alpharetta", "state": "GA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125490, "name": "Tandemgrowth Financial Advisors, LLC", "name_as_filed": "TANDEMGROWTH FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tandemgrowth-financial-advisors-llc-alpharetta-ga-125490", "city": "Alpharetta", "state": "GA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139125, "name": "The Advisory Firm", "name_as_filed": "THE ADVISORY FIRM", "url": "https://advisorcensus.com/firm/the-advisory-firm-alpharetta-ga-139125", "city": "Alpharetta", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286622, "name": "Vident Asset Management", "name_as_filed": "VIDENT ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/vident-asset-management-alpharetta-ga-286622", "city": "Alpharetta", "state": "GA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 321031, "name": "Wealth Science Advisors LLC", "name_as_filed": "WEALTH SCIENCE ADVISORS LLC", "url": "https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031", "city": "Alpharetta", "state": "GA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159201, "name": "Wealth With No Regrets®", "name_as_filed": "WEALTH WITH NO REGRETS®", "url": "https://advisorcensus.com/firm/wealth-with-no-regrets-alpharetta-ga-159201", "city": "Alpharetta", "state": "GA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134834, 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