{
  "path": "/advisors/ga/atlanta/flat-fee",
  "url": "https://advisorcensus.com/advisors/ga/atlanta/flat-fee/page/6",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Atlanta, GA",
  "filters": {},
  "scope_total": 325,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Atlanta, GA?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Atlanta, GA?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Atlanta, GA offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Atlanta, 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 200 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 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.",
  "about_market": "Atlanta has 588 investment advisory firms with a principal office in the metro area as of October 2026: 295 SEC-registered, 251 state-registered, and 42 exempt reporting advisers. 200 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 224 report under $100 million in regulatory assets under management. The metro area has 2,313,055 households, 359,837 of them with income of $200,000 or more, or 612 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Atlanta, GA: 325 firms from Form ADV filings as of October 2026.",
  "total_firms": 325,
  "page": 6,
  "total_pages": 7,
  "sort": "name",
  "registration_types": {
    "sec": 171,
    "state": 154,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 120
    },
    {
      "code": "percentage_of_aum",
      "count": 298
    },
    {
      "code": "hourly",
      "count": 198
    },
    {
      "code": "subscription",
      "count": 3
    },
    {
      "code": "fixed",
      "count": 325
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 24
    },
    {
      "code": "other",
      "count": 48
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 121
    },
    {
      "code": "5_to_9",
      "count": 97
    },
    {
      "code": "10_to_19",
      "count": 65
    },
    {
      "code": "20_plus",
      "count": 42
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 89
    },
    {
      "code": "25m_100m",
      "count": 52
    },
    {
      "code": "100m_500m",
      "count": 86
    },
    {
      "code": "500m_1b",
      "count": 31
    },
    {
      "code": "1b_5b",
      "count": 25
    },
    {
      "code": "over_5b",
      "count": 21
    },
    {
      "code": "not_reported",
      "count": 21
    }
  ],
  "firms": [
    {
      "crd_number": 332003,
      "name": "Resources Asset Management LLC",
      "name_as_filed": "RESOURCES ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/resources-asset-management-llc-ellenwood-ga-332003",
      "city": "Ellenwood",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299575,
      "name": "Resurgent Advisors",
      "name_as_filed": "RESURGENT ADVISORS",
      "url": "https://advisorcensus.com/firm/resurgent-advisors-atlanta-ga-299575",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344333,
      "name": "Retire Wise, LLC",
      "name_as_filed": "RETIRE WISE, LLC",
      "url": "https://advisorcensus.com/firm/retire-wise-llc-lawrenceville-ga-344333",
      "city": "Lawrenceville",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126573,
      "name": "Retirement Fund Management",
      "name_as_filed": "RETIREMENT FUND MANAGEMENT",
      "url": "https://advisorcensus.com/firm/retirement-fund-management-atlanta-ga-126573",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147968,
      "name": "Retirement Wealth Management, LLC",
      "name_as_filed": "RETIREMENT WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/retirement-wealth-management-llc-peachtree-corners-ga-147968",
      "city": "Peachtree Corners",
      "state": "GA",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282132,
      "name": "REV Capital, LLC",
      "name_as_filed": "REV CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/rev-capital-llc-marietta-ga-282132",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328351,
      "name": "Rich & Company LLC",
      "name_as_filed": "RICH & COMPANY LLC",
      "url": "https://advisorcensus.com/firm/rich-and-company-llc-milton-ga-328351",
      "city": "Milton",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331999,
      "name": "Ridgeback Wealth Management",
      "name_as_filed": "RIDGEBACK WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ridgeback-wealth-management-peachtree-city-ga-331999",
      "city": "Peachtree City",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297568,
      "name": "Rora Wealth, Inc.",
      "name_as_filed": "RORA WEALTH, INC.",
      "url": "https://advisorcensus.com/firm/rora-wealth-inc-atlanta-ga-297568",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298593,
      "name": "Sage Mountain Advisors, LLC",
      "name_as_filed": "SAGE MOUNTAIN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/sage-mountain-advisors-llc-atlanta-ga-298593",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 296929,
      "name": "San Blas Advisory, Inc.",
      "name_as_filed": "SAN BLAS ADVISORY, INC.",
      "url": "https://advisorcensus.com/firm/san-blas-advisory-inc-atlanta-ga-296929",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123457,
      "name": "Sard Wealth Managment Group, LLC",
      "name_as_filed": "SARD WEALTH MANAGMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/sard-wealth-managment-group-llc-atlanta-ga-123457",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333854,
      "name": "Sardis Group, LLC",
      "name_as_filed": "SARDIS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/sardis-group-llc-atlanta-ga-333854",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126460,
      "name": "Saylor Investment Advisors, LLC",
      "name_as_filed": "SAYLOR INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/saylor-investment-advisors-llc-atlanta-ga-126460",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154680,
      "name": "SB Advisory, LLC",
      "name_as_filed": "SB ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/sb-advisory-llc-atlanta-ga-154680",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161132,
      "name": "Sentara Capital",
      "name_as_filed": "SENTARA CAPITAL",
      "url": "https://advisorcensus.com/firm/sentara-capital-marietta-ga-161132",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307562,
      "name": "Shepherd Financial LLC",
      "name_as_filed": "SHEPHERD FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/shepherd-financial-llc-woodstock-ga-307562",
      "city": "Woodstock",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105302,
      "name": "Sherrill & Hutchins Financial Advisory Inc",
      "name_as_filed": "SHERRILL & HUTCHINS FINANCIAL ADVISORY INC",
      "url": "https://advisorcensus.com/firm/sherrill-and-hutchins-financial-advisory-inc-atlanta-ga-105302",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 41,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112758,
      "name": "Signaturefd, LLC",
      "name_as_filed": "SIGNATUREFD, LLC",
      "url": "https://advisorcensus.com/firm/signaturefd-llc-atlanta-ga-112758",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142540,
      "name": "Smarr Financial Services Inc.",
      "name_as_filed": "SMARR FINANCIAL SERVICES INC.",
      "url": "https://advisorcensus.com/firm/smarr-financial-services-inc-atlanta-ga-142540",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304563,
      "name": "Smartpath Advisors",
      "name_as_filed": "SMARTPATH ADVISORS",
      "url": "https://advisorcensus.com/firm/smartpath-advisors-atlanta-ga-304563",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316677,
      "name": "Sonas Financial Planning",
      "name_as_filed": "SONAS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/sonas-financial-planning-atlanta-ga-316677",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306075,
      "name": "Southbridge Advisors, LLC",
      "name_as_filed": "SOUTHBRIDGE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075",
      "city": "Marieta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150494,
      "name": "Stanhouse Financial Planning and Management, LLC",
      "name_as_filed": "STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/stanhouse-financial-planning-and-management-llc-duluth-ga-150494",
      "city": "Duluth",
      "state": "GA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336717,
      "name": "Steele Financial Studios",
      "name_as_filed": "STEELE FINANCIAL STUDIOS",
      "url": "https://advisorcensus.com/firm/steele-financial-studios-atlanta-ga-336717",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284840,
      "name": "Strategic Blueprint, LLC",
      "name_as_filed": "STRATEGIC BLUEPRINT, LLC",
      "url": "https://advisorcensus.com/firm/strategic-blueprint-llc-atlanta-ga-284840",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304101,
      "name": "Sunglow Wealth Advisory LLC",
      "name_as_filed": "SUNGLOW WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/sunglow-wealth-advisory-llc-snellville-ga-304101",
      "city": "Snellville",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289576,
      "name": "Surepath Financial Services, LLC",
      "name_as_filed": "SUREPATH FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/surepath-financial-services-llc-woodstock-ga-289576",
      "city": "Woodstock",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 334004,
      "name": "Temperance Wealth Management",
      "name_as_filed": "TEMPERANCE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/temperance-wealth-management-atlanta-ga-334004",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 333510,
      "name": "The Green Group Finance, LLC",
      "name_as_filed": "THE GREEN GROUP FINANCE, LLC",
      "url": "https://advisorcensus.com/firm/the-green-group-finance-llc-lawrenceville-ga-333510",
      "city": "Lawrenceville",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168760,
      "name": "The Keystone Financial Alliance, LLC",
      "name_as_filed": "THE KEYSTONE FINANCIAL ALLIANCE, LLC",
      "url": "https://advisorcensus.com/firm/the-keystone-financial-alliance-llc-atlanta-ga-168760",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125217,
      "name": "The Marin Group Inc.",
      "name_as_filed": "THE MARIN GROUP INC.",
      "url": "https://advisorcensus.com/firm/the-marin-group-inc-atlanta-ga-125217",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117500,
      "name": "The Renn Wealth Management Group, Inc.",
      "name_as_filed": "THE RENN WEALTH MANAGEMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-renn-wealth-management-group-inc-atlanta-ga-117500",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126514,
      "name": "The Strategic Financial Alliance",
      "name_as_filed": "THE STRATEGIC FINANCIAL ALLIANCE",
      "url": "https://advisorcensus.com/firm/the-strategic-financial-alliance-atlanta-ga-126514",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122785,
      "name": "Third ACT Retirement Planning, Inc.",
      "name_as_filed": "THIRD ACT RETIREMENT PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/third-act-retirement-planning-inc-marietta-ga-122785",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170067,
      "name": "Timberlink LLC",
      "name_as_filed": "TIMBERLINK LLC",
      "url": "https://advisorcensus.com/firm/timberlink-llc-johns-creek-ga-170067",
      "city": "Johns Creek",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344000,
      "name": "Titanium Wealth Management LLC",
      "name_as_filed": "TITANIUM WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/titanium-wealth-management-llc-atlanta-ga-344000",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309299,
      "name": "Transformation Wealth Management, LLC",
      "name_as_filed": "TRANSFORMATION WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/transformation-wealth-management-llc-atlanta-ga-309299",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167866,
      "name": "Transition Planning & Guidance, LLC",
      "name_as_filed": "TRANSITION PLANNING & GUIDANCE, LLC",
      "url": "https://advisorcensus.com/firm/transition-planning-and-guidance-llc-sandy-springs-ga-167866",
      "city": "Sandy Springs",
      "state": "GA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152927,
      "name": "Troika Capital Advisors, LLC",
      "name_as_filed": "TROIKA CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/troika-capital-advisors-llc-atlanta-ga-152927",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287997,
      "name": "True Square Financial LLC",
      "name_as_filed": "TRUE SQUARE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/true-square-financial-llc-atlanta-ga-287997",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299212,
      "name": "Trufp",
      "name_as_filed": "TRUFP",
      "url": "https://advisorcensus.com/firm/trufp-cumming-ga-299212",
      "city": "Cumming",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283390,
      "name": "Truist Advisory Services, Inc.",
      "name_as_filed": "TRUIST ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/truist-advisory-services-inc-atlanta-ga-283390",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290745,
      "name": "Turner Wealth Advisory",
      "name_as_filed": "TURNER WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/turner-wealth-advisory-woodstock-ga-290745",
      "city": "Woodstock",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338406,
      "name": "Tuttle Wealth Partners LLC",
      "name_as_filed": "TUTTLE WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/tuttle-wealth-partners-llc-brookhaven-ga-338406",
      "city": "Brookhaven",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292116,
      "name": "Two Twelve Planning, Inc.",
      "name_as_filed": "TWO TWELVE PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/two-twelve-planning-inc-senoia-ga-292116",
      "city": "Senoia",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333889,
      "name": "Unity Financial Planning Group LLC",
      "name_as_filed": "UNITY FINANCIAL PLANNING GROUP LLC",
      "url": "https://advisorcensus.com/firm/unity-financial-planning-group-llc-kennesaw-ga-333889",
      "city": "Kennesaw",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304272,
      "name": "Veracity Capital LLC",
      "name_as_filed": "VERACITY CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/veracity-capital-llc-atlanta-ga-304272",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ga",
      "label": "Financial advisors in Georgia"
    },
    "metro": {
      "path": "/advisors/ga/atlanta",
      "label": "Financial advisors in Atlanta, GA"
    },
    "city_pages": [
      {
        "path": "/advisors/ga/atlanta/alpharetta",
        "label": "Financial advisors in Alpharetta, GA",
        "firm_count": 50
      },
      {
        "path": "/advisors/ga/atlanta/marietta",
        "label": "Financial advisors in Marietta, GA",
        "firm_count": 31
      },
      {
        "path": "/advisors/ga/atlanta/roswell",
        "label": "Financial advisors in Roswell, GA",
        "firm_count": 14
      },
      {
        "path": "/advisors/ga/atlanta/duluth",
        "label": "Financial advisors in Duluth, GA",
        "firm_count": 12
      },
      {
        "path": "/advisors/ga/atlanta/woodstock",
        "label": "Financial advisors in Woodstock, GA",
        "firm_count": 12
      },
      {
        "path": "/advisors/ga/atlanta/suwanee",
        "label": "Financial advisors in Suwanee, GA",
        "firm_count": 11
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ga/atlanta/fee-only",
        "label": "Fee-only financial advisors in Atlanta, GA",
        "firm_count": 200
      },
      {
        "path": "/advisors/ga/atlanta/hourly",
        "label": "Hourly financial advisors in Atlanta, GA",
        "firm_count": 244
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ga/atlanta/for-high-net-worth-individuals",
        "firm_count": 366,
        "label": "Financial advisors for high-net-worth individuals in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/for-retirement-plans",
        "firm_count": 157,
        "label": "Financial advisors for retirement plans in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/for-businesses",
        "firm_count": 163,
        "label": "Financial advisors for businesses in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/for-charities",
        "firm_count": 160,
        "label": "Financial advisors for charitable organizations in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/no-account-minimum",
        "firm_count": 45,
        "label": "Financial advisors with no account minimum in Atlanta, GA"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ga/atlanta/business-owners",
        "firm_count": 1,
        "label": "Financial advisors for business owners in Atlanta, GA"
      },
      {
        "path": "/advisors/ga/atlanta/expats-and-americans-abroad",
        "firm_count": 1,
        "label": "Financial advisors for expats and Americans abroad in Atlanta, GA"
      }
    ],
    "state_fee": {
      "path": "/advisors/ga/flat-fee",
      "label": "Flat-fee financial advisors in Georgia"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}