# Flat-fee financial advisors in Atlanta, GA

> AdvisorCensus lists 325 investment advisory firms with a principal office in the Atlanta metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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/flat-fee

## At a glance

- Investment advisory firms: 325
- Registration: SEC-registered investment adviser: 171, State-registered investment adviser: 154
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 120 (37%); Percentage of assets 298 (92%); Hourly charges 198 (61%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 325 (100%); Commissions 3 (1%); Performance-based fees 24 (7%); Other 48 (15%)
- Regulatory assets under management (Item 5.F): Under $25 million 89 (27%); $25 million to $100 million 52 (16%); $100 million to $500 million 86 (26%); $500 million to $1 billion 31 (10%); $1 billion to $5 billion 25 (8%); Over $5 billion 21 (6%); Not reported 21 (6%)
- Years registered: Under 5 years 121 (37%); 5 to 9 years 97 (30%); 10 to 19 years 65 (20%); 20 years or more 42 (13%)

## Firms (page 1 of 7, 1 to 50 of 325, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1776 Wealth LLC](https://advisorcensus.com/firm/1776-wealth-llc-sandy-springs-ga-286321) ([md](https://advisorcensus.com/firm/1776-wealth-llc-sandy-springs-ga-286321.md)) | 286321 | Sandy Springs, GA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [2nd Half Capital, LLC](https://advisorcensus.com/firm/2nd-half-capital-llc-alpharetta-ga-316924) ([md](https://advisorcensus.com/firm/2nd-half-capital-llc-alpharetta-ga-316924.md)) | 316924 | Alpharetta, GA | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee, Other |
| [4612 Group, LLC](https://advisorcensus.com/firm/4612-group-llc-atlanta-ga-287619) ([md](https://advisorcensus.com/firm/4612-group-llc-atlanta-ga-287619.md)) | 287619 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee, Performance fee |
| [755 Financial](https://advisorcensus.com/firm/755-financial-woodstock-ga-342558) ([md](https://advisorcensus.com/firm/755-financial-woodstock-ga-342558.md)) | 342558 | Woodstock, GA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [ABG Financial Services, Inc.](https://advisorcensus.com/firm/abg-financial-services-inc-atlanta-ga-170225) ([md](https://advisorcensus.com/firm/abg-financial-services-inc-atlanta-ga-170225.md)) | 170225 | Atlanta, GA | State-registered investment adviser | Under $25 million | 12 | Hourly, Fixed fee, Other |
| [Actify Investor Retirements, LLC](https://advisorcensus.com/firm/actify-investor-retirements-llc-peachtree-corners-ga-284506) ([md](https://advisorcensus.com/firm/actify-investor-retirements-llc-peachtree-corners-ga-284506.md)) | 284506 | Peachtree Corners, GA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Adapt Wealth Advisors, LLC](https://advisorcensus.com/firm/adapt-wealth-advisors-llc-atlanta-ga-329448) ([md](https://advisorcensus.com/firm/adapt-wealth-advisors-llc-atlanta-ga-329448.md)) | 329448 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Advisory Services Network](https://advisorcensus.com/firm/advisory-services-network-atlanta-ga-146051) ([md](https://advisorcensus.com/firm/advisory-services-network-atlanta-ga-146051.md)) | 146051 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [AE Financial & Risk Management, Inc.](https://advisorcensus.com/firm/ae-financial-and-risk-management-inc-alpharetta-ga-172395) ([md](https://advisorcensus.com/firm/ae-financial-and-risk-management-inc-alpharetta-ga-172395.md)) | 172395 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Aegis Capital Group](https://advisorcensus.com/firm/aegis-capital-group-atlanta-ga-336467) ([md](https://advisorcensus.com/firm/aegis-capital-group-atlanta-ga-336467.md)) | 336467 | Atlanta, GA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Ages Legacy Advisors, LLC](https://advisorcensus.com/firm/ages-legacy-advisors-llc-south-fulton-ga-340447) ([md](https://advisorcensus.com/firm/ages-legacy-advisors-llc-south-fulton-ga-340447.md)) | 340447 | South Fulton, GA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Ajax Capital Advisors, Inc.](https://advisorcensus.com/firm/ajax-capital-advisors-inc-atlanta-ga-150229) ([md](https://advisorcensus.com/firm/ajax-capital-advisors-inc-atlanta-ga-150229.md)) | 150229 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Akpride Financial Services](https://advisorcensus.com/firm/akpride-financial-services-atlanta-ga-317594) ([md](https://advisorcensus.com/firm/akpride-financial-services-atlanta-ga-317594.md)) | 317594 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Alder Financial Group Inc](https://advisorcensus.com/firm/alder-financial-group-inc-atlanta-ga-108837) ([md](https://advisorcensus.com/firm/alder-financial-group-inc-atlanta-ga-108837.md)) | 108837 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Altera Private Access, LLC](https://advisorcensus.com/firm/altera-private-access-llc-atlanta-ga-287467) ([md](https://advisorcensus.com/firm/altera-private-access-llc-atlanta-ga-287467.md)) | 287467 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 9 | Fixed fee, Performance fee, Other |
| [American Financial Advisors, LLC.](https://advisorcensus.com/firm/american-financial-advisors-llc-marietta-ga-115824) ([md](https://advisorcensus.com/firm/american-financial-advisors-llc-marietta-ga-115824.md)) | 115824 | Marietta, GA | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee |
| [American Wealth Advisors, LLC](https://advisorcensus.com/firm/american-wealth-advisors-llc-johns-creek-ga-145791) ([md](https://advisorcensus.com/firm/american-wealth-advisors-llc-johns-creek-ga-145791.md)) | 145791 | Johns Creek, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Anchyra Partners LLC](https://advisorcensus.com/firm/anchyra-partners-llc-atlanta-ga-335467) ([md](https://advisorcensus.com/firm/anchyra-partners-llc-atlanta-ga-335467.md)) | 335467 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Angel Oak Capital Advisors, LLC](https://advisorcensus.com/firm/angel-oak-capital-advisors-llc-atlanta-ga-151090) ([md](https://advisorcensus.com/firm/angel-oak-capital-advisors-llc-atlanta-ga-151090.md)) | 151090 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Anovest Investment Advisors](https://advisorcensus.com/firm/anovest-investment-advisors-marietta-ga-132344) ([md](https://advisorcensus.com/firm/anovest-investment-advisors-marietta-ga-132344.md)) | 132344 | Marietta, GA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Aprio Wealth Management, LLC](https://advisorcensus.com/firm/aprio-wealth-management-llc-atlanta-ga-127333) ([md](https://advisorcensus.com/firm/aprio-wealth-management-llc-atlanta-ga-127333.md)) | 127333 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [ARC Asset Management LLC](https://advisorcensus.com/firm/arc-asset-management-llc-atlanta-ga-329460) ([md](https://advisorcensus.com/firm/arc-asset-management-llc-atlanta-ga-329460.md)) | 329460 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Arcus Capital Partners, LLC](https://advisorcensus.com/firm/arcus-capital-partners-llc-atlanta-ga-147346) ([md](https://advisorcensus.com/firm/arcus-capital-partners-llc-atlanta-ga-147346.md)) | 147346 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee, Performance fee, Other |
| [Arkadios Wealth Advisors](https://advisorcensus.com/firm/arkadios-wealth-advisors-atlanta-ga-288863) ([md](https://advisorcensus.com/firm/arkadios-wealth-advisors-atlanta-ga-288863.md)) | 288863 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Asset Guidance Group, LLC](https://advisorcensus.com/firm/asset-guidance-group-llc-roswell-ga-291448) ([md](https://advisorcensus.com/firm/asset-guidance-group-llc-roswell-ga-291448.md)) | 291448 | Roswell, GA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [Asset Management Group](https://advisorcensus.com/firm/asset-management-group-cartersville-ga-319444) ([md](https://advisorcensus.com/firm/asset-management-group-cartersville-ga-319444.md)) | 319444 | Cartersville, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Asset Preservation Advisors, LLC](https://advisorcensus.com/firm/asset-preservation-advisors-llc-atlanta-ga-106741) ([md](https://advisorcensus.com/firm/asset-preservation-advisors-llc-atlanta-ga-106741.md)) | 106741 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Fixed fee |
| [Atlanta Consulting Group Advisors, LLC](https://advisorcensus.com/firm/atlanta-consulting-group-advisors-llc-atlanta-ga-288169) ([md](https://advisorcensus.com/firm/atlanta-consulting-group-advisors-llc-atlanta-ga-288169.md)) | 288169 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee, Commissions |
| [Atlas Investment Advisors](https://advisorcensus.com/firm/atlas-investment-advisors-alpharetta-ga-324861) ([md](https://advisorcensus.com/firm/atlas-investment-advisors-alpharetta-ga-324861.md)) | 324861 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Atlas Investment Advisory LLC](https://advisorcensus.com/firm/atlas-investment-advisory-llc-canton-ga-284935) ([md](https://advisorcensus.com/firm/atlas-investment-advisory-llc-canton-ga-284935.md)) | 284935 | Canton, GA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Attend Wealth](https://advisorcensus.com/firm/attend-wealth-atlanta-ga-335194) ([md](https://advisorcensus.com/firm/attend-wealth-atlanta-ga-335194.md)) | 335194 | Atlanta, GA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Avant Garde Capital](https://advisorcensus.com/firm/avant-garde-capital-atlanta-ga-154529) ([md](https://advisorcensus.com/firm/avant-garde-capital-atlanta-ga-154529.md)) | 154529 | Atlanta, GA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee, Performance fee |
| [Avego Management, LLC](https://advisorcensus.com/firm/avego-management-llc-alpharetta-ga-310520) ([md](https://advisorcensus.com/firm/avego-management-llc-alpharetta-ga-310520.md)) | 310520 | Alpharetta, GA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee, Performance fee |
| [Avere Wealth Management, LLC](https://advisorcensus.com/firm/avere-wealth-management-llc-atlanta-ga-316472) ([md](https://advisorcensus.com/firm/avere-wealth-management-llc-atlanta-ga-316472.md)) | 316472 | Atlanta, GA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Balentine](https://advisorcensus.com/firm/balentine-atlanta-ga-152511) ([md](https://advisorcensus.com/firm/balentine-atlanta-ga-152511.md)) | 152511 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Fixed fee, Other |
| [Bates Financial Group, LLC.](https://advisorcensus.com/firm/bates-financial-group-llc-smyrna-ga-172686) ([md](https://advisorcensus.com/firm/bates-financial-group-llc-smyrna-ga-172686.md)) | 172686 | Smyrna, GA | State-registered investment adviser | Not reported | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Beacon Financial Advisers, Inc.](https://advisorcensus.com/firm/beacon-financial-advisers-inc-conyers-ga-125085) ([md](https://advisorcensus.com/firm/beacon-financial-advisers-inc-conyers-ga-125085.md)) | 125085 | Conyers, GA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Beacon Global Advisor Network, LLC](https://advisorcensus.com/firm/beacon-global-advisor-network-llc-atlanta-ga-288833) ([md](https://advisorcensus.com/firm/beacon-global-advisor-network-llc-atlanta-ga-288833.md)) | 288833 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [Beeyond Capital, LLC](https://advisorcensus.com/firm/beeyond-capital-llc-atlanta-ga-330400) ([md](https://advisorcensus.com/firm/beeyond-capital-llc-atlanta-ga-330400.md)) | 330400 | Atlanta, GA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Benedict Financial Advisors, Inc.](https://advisorcensus.com/firm/benedict-financial-advisors-inc-atlanta-ga-116690) ([md](https://advisorcensus.com/firm/benedict-financial-advisors-inc-atlanta-ga-116690.md)) | 116690 | Atlanta, GA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Berkeley Advisors, Inc.](https://advisorcensus.com/firm/berkeley-advisors-inc-atlanta-ga-134455) ([md](https://advisorcensus.com/firm/berkeley-advisors-inc-atlanta-ga-134455.md)) | 134455 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Berkeley Capital Partners, LLC](https://advisorcensus.com/firm/berkeley-capital-partners-llc-milton-ga-281082) ([md](https://advisorcensus.com/firm/berkeley-capital-partners-llc-milton-ga-281082.md)) | 281082 | Milton, GA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Performance fee |
| [BIP Wealth, LLC](https://advisorcensus.com/firm/bip-wealth-llc-atlanta-ga-143208) ([md](https://advisorcensus.com/firm/bip-wealth-llc-atlanta-ga-143208.md)) | 143208 | Atlanta, GA | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Fixed fee |
| [Bison Wealth, LLC](https://advisorcensus.com/firm/bison-wealth-llc-atlanta-ga-299805) ([md](https://advisorcensus.com/firm/bison-wealth-llc-atlanta-ga-299805.md)) | 299805 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [BJM Financial Inc](https://advisorcensus.com/firm/bjm-financial-inc-duluth-ga-322493) ([md](https://advisorcensus.com/firm/bjm-financial-inc-duluth-ga-322493.md)) | 322493 | Duluth, GA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Blake Financial Counsel, LLC](https://advisorcensus.com/firm/blake-financial-counsel-llc-atlanta-ga-305157) ([md](https://advisorcensus.com/firm/blake-financial-counsel-llc-atlanta-ga-305157.md)) | 305157 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Bluearc Capital Management](https://advisorcensus.com/firm/bluearc-capital-management-atlanta-ga-167233) ([md](https://advisorcensus.com/firm/bluearc-capital-management-atlanta-ga-167233.md)) | 167233 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee, Performance fee |
| [Bluechip Wealth Advisors LLC](https://advisorcensus.com/firm/bluechip-wealth-advisors-llc-milton-ga-150008) ([md](https://advisorcensus.com/firm/bluechip-wealth-advisors-llc-milton-ga-150008.md)) | 150008 | Milton, GA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Blueprint Private Wealth Management LLC](https://advisorcensus.com/firm/blueprint-private-wealth-management-llc-alpharetta-ga-319507) ([md](https://advisorcensus.com/firm/blueprint-private-wealth-management-llc-alpharetta-ga-319507.md)) | 319507 | Alpharetta, GA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Bluestone Wealth Planning, LLC](https://advisorcensus.com/firm/bluestone-wealth-planning-llc-atlanta-ga-169555) ([md](https://advisorcensus.com/firm/bluestone-wealth-planning-llc-atlanta-ga-169555.md)) | 169555 | Atlanta, GA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ga/atlanta/flat-fee/page/2.md

## 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. Flat-fee financial advisors in Atlanta, GA: 325 firms from Form ADV filings as of October 2026.