# 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/3

## 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 3 of 4, 101 to 150 of 200, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Journey Beyond Wealth](https://advisorcensus.com/firm/journey-beyond-wealth-roswell-ga-290367) ([md](https://advisorcensus.com/firm/journey-beyond-wealth-roswell-ga-290367.md)) | 290367 | Roswell, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [JPG Wealth Management](https://advisorcensus.com/firm/jpg-wealth-management-marietta-ga-174818) ([md](https://advisorcensus.com/firm/jpg-wealth-management-marietta-ga-174818.md)) | 174818 | Marietta, GA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [Kenwyck Capital](https://advisorcensus.com/firm/kenwyck-capital-marietta-ga-332844) ([md](https://advisorcensus.com/firm/kenwyck-capital-marietta-ga-332844.md)) | 332844 | Marietta, GA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Kindzia Investments](https://advisorcensus.com/firm/kindzia-investments-johns-creek-ga-148189) ([md](https://advisorcensus.com/firm/kindzia-investments-johns-creek-ga-148189.md)) | 148189 | Johns Creek, GA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [LCG Associates, Inc.](https://advisorcensus.com/firm/lcg-associates-inc-atlanta-ga-105971) ([md](https://advisorcensus.com/firm/lcg-associates-inc-atlanta-ga-105971.md)) | 105971 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 44 | % of assets, Fixed fee |
| [Leechgary Asset Management LLC](https://advisorcensus.com/firm/leechgary-asset-management-llc-atlanta-ga-125133) ([md](https://advisorcensus.com/firm/leechgary-asset-management-llc-atlanta-ga-125133.md)) | 125133 | Atlanta, GA | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Legacy Partner Group](https://advisorcensus.com/firm/legacy-partner-group-duluth-ga-335418) ([md](https://advisorcensus.com/firm/legacy-partner-group-duluth-ga-335418.md)) | 335418 | Duluth, GA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Life's Business, Inc.](https://advisorcensus.com/firm/life-s-business-inc-atlanta-ga-152270) ([md](https://advisorcensus.com/firm/life-s-business-inc-atlanta-ga-152270.md)) | 152270 | Atlanta, GA | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [Lifetime Strategies, LLC](https://advisorcensus.com/firm/lifetime-strategies-llc-griffin-ga-126348) ([md](https://advisorcensus.com/firm/lifetime-strategies-llc-griffin-ga-126348.md)) | 126348 | Griffin, GA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Lifewater Wealth Management](https://advisorcensus.com/firm/lifewater-wealth-management-duluth-ga-307121) ([md](https://advisorcensus.com/firm/lifewater-wealth-management-duluth-ga-307121.md)) | 307121 | Duluth, GA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Liquid Strategies, LLC](https://advisorcensus.com/firm/liquid-strategies-llc-atlanta-ga-170107) ([md](https://advisorcensus.com/firm/liquid-strategies-llc-atlanta-ga-170107.md)) | 170107 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets |
| [Marbella Wealth Advisory Group, LLC](https://advisorcensus.com/firm/marbella-wealth-advisory-group-llc-atlanta-ga-334299) ([md](https://advisorcensus.com/firm/marbella-wealth-advisory-group-llc-atlanta-ga-334299.md)) | 334299 | Atlanta, GA | State-registered investment adviser | Not reported | 1 | % of assets, Fixed fee |
| [Marco Investment Management LLC](https://advisorcensus.com/firm/marco-investment-management-llc-atlanta-ga-108170) ([md](https://advisorcensus.com/firm/marco-investment-management-llc-atlanta-ga-108170.md)) | 108170 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets |
| [Marietta Wealth Management, LLC](https://advisorcensus.com/firm/marietta-wealth-management-llc-marietta-ga-281782) ([md](https://advisorcensus.com/firm/marietta-wealth-management-llc-marietta-ga-281782.md)) | 281782 | Marietta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Maven Capital Partners, LLC](https://advisorcensus.com/firm/maven-capital-partners-llc-atlanta-ga-300626) ([md](https://advisorcensus.com/firm/maven-capital-partners-llc-atlanta-ga-300626.md)) | 300626 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [McAp Investment Management, LLC](https://advisorcensus.com/firm/mcap-investment-management-llc-woodstock-ga-336859) ([md](https://advisorcensus.com/firm/mcap-investment-management-llc-woodstock-ga-336859.md)) | 336859 | Woodstock, GA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [McKinney Asset Management Inc.](https://advisorcensus.com/firm/mckinney-asset-management-inc-atlanta-ga-105592) ([md](https://advisorcensus.com/firm/mckinney-asset-management-inc-atlanta-ga-105592.md)) | 105592 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Mensah Finance Group, LLC](https://advisorcensus.com/firm/mensah-finance-group-llc-atlanta-ga-310049) ([md](https://advisorcensus.com/firm/mensah-finance-group-llc-atlanta-ga-310049.md)) | 310049 | Atlanta, GA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Mersereau, Lazenby & Rockas, L.L.C.](https://advisorcensus.com/firm/mersereau-lazenby-and-rockas-l-l-c-suwanee-ga-126139) ([md](https://advisorcensus.com/firm/mersereau-lazenby-and-rockas-l-l-c-suwanee-ga-126139.md)) | 126139 | Suwanee, GA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [Metcalf Investment Management, LLC](https://advisorcensus.com/firm/metcalf-investment-management-llc-atlanta-ga-307993) ([md](https://advisorcensus.com/firm/metcalf-investment-management-llc-atlanta-ga-307993.md)) | 307993 | Atlanta, GA | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Michael L. Ball, CPA, LLC](https://advisorcensus.com/firm/michael-l-ball-cpa-llc-atlanta-ga-126647) ([md](https://advisorcensus.com/firm/michael-l-ball-cpa-llc-atlanta-ga-126647.md)) | 126647 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Fixed fee |
| [Mindful Capital Management](https://advisorcensus.com/firm/mindful-capital-management-decatur-ga-340794) ([md](https://advisorcensus.com/firm/mindful-capital-management-decatur-ga-340794.md)) | 340794 | Decatur, GA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Minerva Planning Group](https://advisorcensus.com/firm/minerva-planning-group-decatur-ga-127263) ([md](https://advisorcensus.com/firm/minerva-planning-group-decatur-ga-127263.md)) | 127263 | Decatur, GA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly |
| [Montag](https://advisorcensus.com/firm/montag-atlanta-ga-105756) ([md](https://advisorcensus.com/firm/montag-atlanta-ga-105756.md)) | 105756 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 44 | % of assets, Hourly, Fixed fee |
| [Motus Wealth](https://advisorcensus.com/firm/motus-wealth-atlanta-ga-317889) ([md](https://advisorcensus.com/firm/motus-wealth-atlanta-ga-317889.md)) | 317889 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [MRP Advisors, LLC](https://advisorcensus.com/firm/mrp-advisors-llc-milton-ga-340364) ([md](https://advisorcensus.com/firm/mrp-advisors-llc-milton-ga-340364.md)) | 340364 | Milton, GA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly |
| [Narwhal Capital Management](https://advisorcensus.com/firm/narwhal-capital-management-marietta-ga-135958) ([md](https://advisorcensus.com/firm/narwhal-capital-management-marietta-ga-135958.md)) | 135958 | Marietta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly |
| [National Christian Financial Advisors, Inc](https://advisorcensus.com/firm/national-christian-financial-advisors-inc-douglasville-ga-154794) ([md](https://advisorcensus.com/firm/national-christian-financial-advisors-inc-douglasville-ga-154794.md)) | 154794 | Douglasville, GA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [Nora Wealth](https://advisorcensus.com/firm/nora-wealth-atlanta-ga-285098) ([md](https://advisorcensus.com/firm/nora-wealth-atlanta-ga-285098.md)) | 285098 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Northstar Investment Partners](https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-127432) ([md](https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-127432.md)) | 127432 | Alpharetta, GA | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Novapoint Capital LLC](https://advisorcensus.com/firm/novapoint-capital-llc-atlanta-ga-173663) ([md](https://advisorcensus.com/firm/novapoint-capital-llc-atlanta-ga-173663.md)) | 173663 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [NPV Advisory Services, LLC](https://advisorcensus.com/firm/npv-advisory-services-llc-cartersville-ga-172497) ([md](https://advisorcensus.com/firm/npv-advisory-services-llc-cartersville-ga-172497.md)) | 172497 | Cartersville, GA | State-registered investment adviser | Not reported | 9 | % of assets, Hourly, Fixed fee |
| [Omega Advisory LLC](https://advisorcensus.com/firm/omega-advisory-llc-cumming-ga-287459) ([md](https://advisorcensus.com/firm/omega-advisory-llc-cumming-ga-287459.md)) | 287459 | Cumming, GA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly |
| [P. G. Earl Investment Advisers, L.L.C.](https://advisorcensus.com/firm/p-g-earl-investment-advisers-l-l-c-atlanta-ga-125271) ([md](https://advisorcensus.com/firm/p-g-earl-investment-advisers-l-l-c-atlanta-ga-125271.md)) | 125271 | Atlanta, GA | State-registered investment adviser | Under $25 million | 26 | % of assets |
| [Paramount Investment Advisors](https://advisorcensus.com/firm/paramount-investment-advisors-buford-ga-146217) ([md](https://advisorcensus.com/firm/paramount-investment-advisors-buford-ga-146217.md)) | 146217 | Buford, GA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Parrish Capital, LLC](https://advisorcensus.com/firm/parrish-capital-llc-kennesaw-ga-172783) ([md](https://advisorcensus.com/firm/parrish-capital-llc-kennesaw-ga-172783.md)) | 172783 | Kennesaw, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Paul Manners & Associates, Inc.](https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996) ([md](https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996.md)) | 110996 | Marietta, GA | SEC-registered investment adviser | $100 million to $500 million | 47 | % of assets, Fixed fee |
| [Payne Financial Management, L.L.C.](https://advisorcensus.com/firm/payne-financial-management-l-l-c-kennesaw-ga-126418) ([md](https://advisorcensus.com/firm/payne-financial-management-l-l-c-kennesaw-ga-126418.md)) | 126418 | Kennesaw, GA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly |
| [Persium Advisors, LLC](https://advisorcensus.com/firm/persium-advisors-llc-atlanta-ga-128335) ([md](https://advisorcensus.com/firm/persium-advisors-llc-atlanta-ga-128335.md)) | 128335 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee |
| [PIA, LLLP](https://advisorcensus.com/firm/pia-lllp-atlanta-ga-107421) ([md](https://advisorcensus.com/firm/pia-lllp-atlanta-ga-107421.md)) | 107421 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Piece of Wealth Planning LLC](https://advisorcensus.com/firm/piece-of-wealth-planning-llc-buford-ga-307247) ([md](https://advisorcensus.com/firm/piece-of-wealth-planning-llc-buford-ga-307247.md)) | 307247 | Buford, GA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Pierson Wealth Management](https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206) ([md](https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206.md)) | 293206 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Polaris Asset Management, LLC](https://advisorcensus.com/firm/polaris-asset-management-llc-sugar-hill-ga-322084) ([md](https://advisorcensus.com/firm/polaris-asset-management-llc-sugar-hill-ga-322084.md)) | 322084 | Sugar Hill, GA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly |
| [Porter Wealth Management, LLC](https://advisorcensus.com/firm/porter-wealth-management-llc-atlanta-ga-294135) ([md](https://advisorcensus.com/firm/porter-wealth-management-llc-atlanta-ga-294135.md)) | 294135 | Atlanta, GA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Premis Advisors, LLC](https://advisorcensus.com/firm/premis-advisors-llc-atlanta-ga-283679) ([md](https://advisorcensus.com/firm/premis-advisors-llc-atlanta-ga-283679.md)) | 283679 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Private Family Wealth Advisors](https://advisorcensus.com/firm/private-family-wealth-advisors-atlanta-ga-325119) ([md](https://advisorcensus.com/firm/private-family-wealth-advisors-atlanta-ga-325119.md)) | 325119 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Purpose Financial Planning](https://advisorcensus.com/firm/purpose-financial-planning-fayetteville-ga-331194) ([md](https://advisorcensus.com/firm/purpose-financial-planning-fayetteville-ga-331194.md)) | 331194 | Fayetteville, GA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Retirement Fund Management](https://advisorcensus.com/firm/retirement-fund-management-atlanta-ga-126573) ([md](https://advisorcensus.com/firm/retirement-fund-management-atlanta-ga-126573.md)) | 126573 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [REV Capital, LLC](https://advisorcensus.com/firm/rev-capital-llc-marietta-ga-282132) ([md](https://advisorcensus.com/firm/rev-capital-llc-marietta-ga-282132.md)) | 282132 | Marietta, GA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Rich & Company LLC](https://advisorcensus.com/firm/rich-and-company-llc-milton-ga-328351) ([md](https://advisorcensus.com/firm/rich-and-company-llc-milton-ga-328351.md)) | 328351 | Milton, GA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |

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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.