# Fee-only financial advisors in Atlanta, GA

> AdvisorCensus lists 200 investment advisory firms with a principal office in the Atlanta metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ga/atlanta/fee-only/page/2

## At a glance

- Investment advisory firms: 200
- Registration: SEC-registered investment adviser: 94, State-registered investment adviser: 106
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 200 (100%); Percentage of assets 187 (94%); Hourly charges 94 (47%); Fixed fees 120 (60%)
- Regulatory assets under management (Item 5.F): Under $25 million 55 (28%); $25 million to $100 million 47 (24%); $100 million to $500 million 55 (28%); $500 million to $1 billion 21 (11%); $1 billion to $5 billion 15 (8%); Over $5 billion 1 (1%); Not reported 6 (3%)
- Years registered: Under 5 years 65 (33%); 5 to 9 years 52 (26%); 10 to 19 years 44 (22%); 20 years or more 38 (19%); Not reported 1 (1%)

## Firms (page 2 of 4, 51 to 100 of 200, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [COR3 Investment Partners, LLC](https://advisorcensus.com/firm/cor3-investment-partners-llc-atlanta-ga-323536) ([md](https://advisorcensus.com/firm/cor3-investment-partners-llc-atlanta-ga-323536.md)) | 323536 | Atlanta, GA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Core Alternative Capital, LLC](https://advisorcensus.com/firm/core-alternative-capital-llc-peachtree-corners-ga-302011) ([md](https://advisorcensus.com/firm/core-alternative-capital-llc-peachtree-corners-ga-302011.md)) | 302011 | Peachtree Corners, GA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Cornerstone Investment Advisors, Inc.](https://advisorcensus.com/firm/cornerstone-investment-advisors-inc-alpharetta-ga-125611) ([md](https://advisorcensus.com/firm/cornerstone-investment-advisors-inc-alpharetta-ga-125611.md)) | 125611 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 30 | % of assets |
| [Cornerstone Management, Inc.](https://advisorcensus.com/firm/cornerstone-management-inc-duluth-ga-125828) ([md](https://advisorcensus.com/firm/cornerstone-management-inc-duluth-ga-125828.md)) | 125828 | Duluth, GA | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Covey Capital Advisors, LLC](https://advisorcensus.com/firm/covey-capital-advisors-llc-atlanta-ga-151978) ([md](https://advisorcensus.com/firm/covey-capital-advisors-llc-atlanta-ga-151978.md)) | 151978 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [Cresfund Advisors](https://advisorcensus.com/firm/cresfund-advisors-dunwoody-ga-337933) ([md](https://advisorcensus.com/firm/cresfund-advisors-dunwoody-ga-337933.md)) | 337933 | Dunwoody, GA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Crown Management Advisors, LLC](https://advisorcensus.com/firm/crown-management-advisors-llc-atlanta-ga-326369) ([md](https://advisorcensus.com/firm/crown-management-advisors-llc-atlanta-ga-326369.md)) | 326369 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Cubic PYE Capital Management, Inc.](https://advisorcensus.com/firm/cubic-pye-capital-management-inc-atlanta-ga-130212) ([md](https://advisorcensus.com/firm/cubic-pye-capital-management-inc-atlanta-ga-130212.md)) | 130212 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly |
| [Culbreth Wealth Management](https://advisorcensus.com/firm/culbreth-wealth-management-dacula-ga-325196) ([md](https://advisorcensus.com/firm/culbreth-wealth-management-dacula-ga-325196.md)) | 325196 | Dacula, GA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Deasil Wealth Management LLC](https://advisorcensus.com/firm/deasil-wealth-management-llc-scottdale-ga-281710) ([md](https://advisorcensus.com/firm/deasil-wealth-management-llc-scottdale-ga-281710.md)) | 281710 | Scottdale, GA | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Decatur Capital Management, Inc.](https://advisorcensus.com/firm/decatur-capital-management-inc-decatur-ga-120679) ([md](https://advisorcensus.com/firm/decatur-capital-management-inc-decatur-ga-120679.md)) | 120679 | Decatur, GA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [Due West Wealth Advisors LLC](https://advisorcensus.com/firm/due-west-wealth-advisors-llc-marietta-ga-333294) ([md](https://advisorcensus.com/firm/due-west-wealth-advisors-llc-marietta-ga-333294.md)) | 333294 | Marietta, GA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Eads & Heald Wealth Management](https://advisorcensus.com/firm/eads-and-heald-wealth-management-atlanta-ga-105524) ([md](https://advisorcensus.com/firm/eads-and-heald-wealth-management-atlanta-ga-105524.md)) | 105524 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets, Fixed fee |
| [Eagle Rock Investment Company, LLC](https://advisorcensus.com/firm/eagle-rock-investment-company-llc-atlanta-ga-313832) ([md](https://advisorcensus.com/firm/eagle-rock-investment-company-llc-atlanta-ga-313832.md)) | 313832 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets |
| [Earn Into Wealth Strategies](https://advisorcensus.com/firm/earn-into-wealth-strategies-atlanta-ga-281923) ([md](https://advisorcensus.com/firm/earn-into-wealth-strategies-atlanta-ga-281923.md)) | 281923 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Evans Wealth Management](https://advisorcensus.com/firm/evans-wealth-management-duluth-ga-151640) ([md](https://advisorcensus.com/firm/evans-wealth-management-duluth-ga-151640.md)) | 151640 | Duluth, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Executive Money Managers, Inc.](https://advisorcensus.com/firm/executive-money-managers-inc-social-circle-ga-128362) ([md](https://advisorcensus.com/firm/executive-money-managers-inc-social-circle-ga-128362.md)) | 128362 | Social Circle, GA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly |
| [Finacura Advisory LLC](https://advisorcensus.com/firm/finacura-advisory-llc-cumming-ga-325447) ([md](https://advisorcensus.com/firm/finacura-advisory-llc-cumming-ga-325447.md)) | 325447 | Cumming, GA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Financial Architects, LLC](https://advisorcensus.com/firm/financial-architects-llc-woodstock-ga-116027) ([md](https://advisorcensus.com/firm/financial-architects-llc-woodstock-ga-116027.md)) | 116027 | Woodstock, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Financial Consultants Group Inc](https://advisorcensus.com/firm/financial-consultants-group-inc-cumming-ga-108062) ([md](https://advisorcensus.com/firm/financial-consultants-group-inc-cumming-ga-108062.md)) | 108062 | Cumming, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Financial Discovery](https://advisorcensus.com/firm/financial-discovery-atlanta-ga-125383) ([md](https://advisorcensus.com/firm/financial-discovery-atlanta-ga-125383.md)) | 125383 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Financial LAB](https://advisorcensus.com/firm/financial-lab-decatur-ga-326483) ([md](https://advisorcensus.com/firm/financial-lab-decatur-ga-326483.md)) | 326483 | Decatur, GA | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Fleming Wealth Management, LLC](https://advisorcensus.com/firm/fleming-wealth-management-llc-johns-creek-ga-133557) ([md](https://advisorcensus.com/firm/fleming-wealth-management-llc-johns-creek-ga-133557.md)) | 133557 | Johns Creek, GA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Floyd Green Financial Services, Inc.](https://advisorcensus.com/firm/floyd-green-financial-services-inc-atlanta-ga-125912) ([md](https://advisorcensus.com/firm/floyd-green-financial-services-inc-atlanta-ga-125912.md)) | 125912 | Atlanta, GA | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee |
| [Footlamp](https://advisorcensus.com/firm/footlamp-atlanta-ga-265788) ([md](https://advisorcensus.com/firm/footlamp-atlanta-ga-265788.md)) | 265788 | Atlanta, GA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Galleria Financial Advisors, LLC](https://advisorcensus.com/firm/galleria-financial-advisors-llc-atlanta-ga-133673) ([md](https://advisorcensus.com/firm/galleria-financial-advisors-llc-atlanta-ga-133673.md)) | 133673 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |
| [Gilbert Rich & Associates](https://advisorcensus.com/firm/gilbert-rich-and-associates-atlanta-ga-125539) ([md](https://advisorcensus.com/firm/gilbert-rich-and-associates-atlanta-ga-125539.md)) | 125539 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 29 | % of assets |
| [Gleneagles Investment Advisors, LLC](https://advisorcensus.com/firm/gleneagles-investment-advisors-llc-atlanta-ga-312306) ([md](https://advisorcensus.com/firm/gleneagles-investment-advisors-llc-atlanta-ga-312306.md)) | 312306 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Golden Bell Financial Planning, LLC](https://advisorcensus.com/firm/golden-bell-financial-planning-llc-alpharetta-ga-305635) ([md](https://advisorcensus.com/firm/golden-bell-financial-planning-llc-alpharetta-ga-305635.md)) | 305635 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Goodwin Investment Advisory](https://advisorcensus.com/firm/goodwin-investment-advisory-woodstock-ga-131193) ([md](https://advisorcensus.com/firm/goodwin-investment-advisory-woodstock-ga-131193.md)) | 131193 | Woodstock, GA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Greenwood Investment Advisors, LLC](https://advisorcensus.com/firm/greenwood-investment-advisors-llc-atlanta-ga-327470) ([md](https://advisorcensus.com/firm/greenwood-investment-advisors-llc-atlanta-ga-327470.md)) | 327470 | Atlanta, GA | SEC-registered investment adviser | Under $25 million | 3 | Fixed fee |
| [Gridline](https://advisorcensus.com/firm/gridline-atlanta-ga-317336) ([md](https://advisorcensus.com/firm/gridline-atlanta-ga-317336.md)) | 317336 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Gutt Financial Management, LLC](https://advisorcensus.com/firm/gutt-financial-management-llc-atlanta-ga-109270) ([md](https://advisorcensus.com/firm/gutt-financial-management-llc-atlanta-ga-109270.md)) | 109270 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets, Fixed fee |
| [Hall Financial Advisors, PC](https://advisorcensus.com/firm/hall-financial-advisors-pc-kennesaw-ga-174754) ([md](https://advisorcensus.com/firm/hall-financial-advisors-pc-kennesaw-ga-174754.md)) | 174754 | Kennesaw, GA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [Haven Global Partners, LLC](https://advisorcensus.com/firm/haven-global-partners-llc-atlanta-ga-289472) ([md](https://advisorcensus.com/firm/haven-global-partners-llc-atlanta-ga-289472.md)) | 289472 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets |
| [HB Wealth](https://advisorcensus.com/firm/hb-wealth-atlanta-ga-316731) ([md](https://advisorcensus.com/firm/hb-wealth-atlanta-ga-316731.md)) | 316731 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [HC Advisors LLC](https://advisorcensus.com/firm/hc-advisors-llc-sandy-springs-ga-165200) ([md](https://advisorcensus.com/firm/hc-advisors-llc-sandy-springs-ga-165200.md)) | 165200 | Sandy Springs, GA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [HFA Investments, LLC](https://advisorcensus.com/firm/hfa-investments-llc-atlanta-ga-334904) ([md](https://advisorcensus.com/firm/hfa-investments-llc-atlanta-ga-334904.md)) | 334904 | Atlanta, GA | State-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Highbrook Capital Partners](https://advisorcensus.com/firm/highbrook-capital-partners-atlanta-ga-338408) ([md](https://advisorcensus.com/firm/highbrook-capital-partners-atlanta-ga-338408.md)) | 338408 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Holcomb Financial](https://advisorcensus.com/firm/holcomb-financial-canton-ga-329604) ([md](https://advisorcensus.com/firm/holcomb-financial-canton-ga-329604.md)) | 329604 | Canton, GA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [HWM Wealth Management LLC](https://advisorcensus.com/firm/hwm-wealth-management-llc-atlanta-ga-333763) ([md](https://advisorcensus.com/firm/hwm-wealth-management-llc-atlanta-ga-333763.md)) | 333763 | Atlanta, GA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Inceptive Financial](https://advisorcensus.com/firm/inceptive-financial-atlanta-ga-313360) ([md](https://advisorcensus.com/firm/inceptive-financial-atlanta-ga-313360.md)) | 313360 | Atlanta, GA | State-registered investment adviser | Not reported | 5 | Fixed fee |
| [Infinite Giving Advisory Services, Inc.](https://advisorcensus.com/firm/infinite-giving-advisory-services-inc-atlanta-ga-315935) ([md](https://advisorcensus.com/firm/infinite-giving-advisory-services-inc-atlanta-ga-315935.md)) | 315935 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Inlight Wealth](https://advisorcensus.com/firm/inlight-wealth-atlanta-ga-289908) ([md](https://advisorcensus.com/firm/inlight-wealth-atlanta-ga-289908.md)) | 289908 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [Intelligent Worth](https://advisorcensus.com/firm/intelligent-worth-atlanta-ga-289187) ([md](https://advisorcensus.com/firm/intelligent-worth-atlanta-ga-289187.md)) | 289187 | Atlanta, GA | State-registered investment adviser | Under $25 million | 9 | Fixed fee |
| [Investors Asset Management of Georgia Inc](https://advisorcensus.com/firm/investors-asset-management-of-georgia-inc-atlanta-ga-106796) ([md](https://advisorcensus.com/firm/investors-asset-management-of-georgia-inc-atlanta-ga-106796.md)) | 106796 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Hourly, Fixed fee |
| [IRC Wealth](https://advisorcensus.com/firm/irc-wealth-atlanta-ga-132022) ([md](https://advisorcensus.com/firm/irc-wealth-atlanta-ga-132022.md)) | 132022 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Fixed fee |
| [Jamison Private Wealth Management, Inc.](https://advisorcensus.com/firm/jamison-private-wealth-management-inc-milton-ga-109040) ([md](https://advisorcensus.com/firm/jamison-private-wealth-management-inc-milton-ga-109040.md)) | 109040 | Milton, GA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly |
| [Jayco Wealth Management](https://advisorcensus.com/firm/jayco-wealth-management-atlanta-ga-171884) ([md](https://advisorcensus.com/firm/jayco-wealth-management-atlanta-ga-171884.md)) | 171884 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [John Masters, CPA, PC](https://advisorcensus.com/firm/john-masters-cpa-pc-atlanta-ga-126151) ([md](https://advisorcensus.com/firm/john-masters-cpa-pc-atlanta-ga-126151.md)) | 126151 | Atlanta, GA | State-registered investment adviser | Under $25 million | 30 | % of assets, Hourly |

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## Questions people ask

**How many financial advisory firms are there in Atlanta, GA?**
AdvisorCensus lists 588 investment advisory firms with a principal office in the Atlanta metro area, from Form ADV filings as of October 2026: 295 SEC-registered, 251 state-registered, and 42 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Atlanta, GA?**
200 of the 588 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.

**How many financial advisors in Atlanta, GA offer financial planning?**
374 of the 546 firms in Atlanta, 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.

**Are the financial advisors in Atlanta, GA fiduciaries?**
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 200 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Fee-only financial advisors in Atlanta, GA: 200 firms from Form ADV filings as of October 2026.