{ "path": "/advisors/ga/fee-only", "url": "https://advisorcensus.com/advisors/ga/fee-only/page/5", "page_type": "state_fee", "title": "Fee-only financial advisors in Georgia", "filters": {}, "scope_total": 327, "faq": [ { "q": "How many financial advisory firms are there in Georgia?", "a": "AdvisorCensus lists 852 investment advisory firms with a principal office in Georgia, from Form ADV filings as of October 2026: 342 SEC-registered, 466 state-registered, and 44 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 Georgia?", "a": "327 of the 852 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 Georgia offer financial planning?", "a": "572 of the 808 firms in Georgia 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 Georgia 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 327 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 327 investment advisory firms with a principal office in Georgia 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.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Georgia: 327 firms from Form ADV filings as of October 2026.", "total_firms": 327, "page": 5, "total_pages": 7, "sort": "name", "registration_types": { "sec": 110, "state": 217, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 327 }, { "code": "percentage_of_aum", "count": 299 }, { "code": "hourly", "count": 160 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 195 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 113 }, { "code": "5_to_9", "count": 87 }, { "code": "10_to_19", "count": 71 }, { "code": "20_plus", "count": 55 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 117 }, { "code": "25m_100m", "count": 79 }, { "code": "100m_500m", "count": 66 }, { "code": "500m_1b", "count": 24 }, { "code": "1b_5b", "count": 18 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 22 } ], "firms": [ { "crd_number": 148729, "name": "Mars Capital Management LLC", "name_as_filed": "MARS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mars-capital-management-llc-columbus-ga-148729", "city": "Columbus", "state": "GA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308456, "name": "Mason Wealth Strategies", "name_as_filed": "MASON WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/mason-wealth-strategies-308456", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300626, "name": "Maven Capital Partners, LLC", "name_as_filed": "MAVEN CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/maven-capital-partners-llc-atlanta-ga-300626", "city": "Atlanta", "state": "GA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336859, "name": "McAp Investment Management, LLC", "name_as_filed": "MCAP INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mcap-investment-management-llc-woodstock-ga-336859", "city": "Woodstock", "state": "GA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105592, "name": "McKinney Asset Management Inc.", "name_as_filed": "MCKINNEY ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/mckinney-asset-management-inc-atlanta-ga-105592", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310049, "name": "Mensah Finance Group, LLC", "name_as_filed": "MENSAH FINANCE GROUP, LLC", "url": "https://advisorcensus.com/firm/mensah-finance-group-llc-atlanta-ga-310049", "city": "Atlanta", "state": "GA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 126139, "name": "Mersereau, Lazenby & Rockas, L.L.C.", "name_as_filed": "MERSEREAU, LAZENBY & ROCKAS, L.L.C.", "url": "https://advisorcensus.com/firm/mersereau-lazenby-and-rockas-l-l-c-suwanee-ga-126139", "city": "Suwanee", "state": "GA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307993, "name": "Metcalf Investment Management, LLC", "name_as_filed": "METCALF INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/metcalf-investment-management-llc-atlanta-ga-307993", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126647, "name": "Michael L. Ball, CPA, LLC", "name_as_filed": "MICHAEL L. BALL, CPA, LLC", "url": "https://advisorcensus.com/firm/michael-l-ball-cpa-llc-atlanta-ga-126647", "city": "Atlanta", "state": "GA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291302, "name": "MICROBUSINESS401K Advisory LLC", "name_as_filed": "MICROBUSINESS401K ADVISORY LLC", "url": "https://advisorcensus.com/firm/microbusiness401k-advisory-llc-291302", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 313729, "name": "Mike Sena Advisors, Inc.", "name_as_filed": "MIKE SENA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/mike-sena-advisors-inc-313729", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340794, "name": "Mindful Capital Management", "name_as_filed": "MINDFUL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mindful-capital-management-decatur-ga-340794", "city": "Decatur", "state": "GA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127263, "name": "Minerva Planning Group", "name_as_filed": "MINERVA PLANNING GROUP", "url": "https://advisorcensus.com/firm/minerva-planning-group-decatur-ga-127263", "city": "Decatur", "state": "GA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331572, "name": "MJ Wealth Management LLC", "name_as_filed": "MJ WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mj-wealth-management-llc-331572", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105756, "name": "Montag", "name_as_filed": "MONTAG", "url": "https://advisorcensus.com/firm/montag-atlanta-ga-105756", "city": "Atlanta", "state": "GA", "years_registered": 44, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317889, "name": "Motus Wealth", "name_as_filed": "MOTUS WEALTH", "url": "https://advisorcensus.com/firm/motus-wealth-atlanta-ga-317889", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340364, "name": "MRP Advisors, LLC", "name_as_filed": "MRP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mrp-advisors-llc-milton-ga-340364", "city": "Milton", "state": "GA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 135958, "name": "Narwhal Capital Management", "name_as_filed": "NARWHAL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/narwhal-capital-management-marietta-ga-135958", "city": "Marietta", "state": "GA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154794, "name": "National Christian Financial Advisors, Inc", "name_as_filed": "NATIONAL CHRISTIAN FINANCIAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/national-christian-financial-advisors-inc-douglasville-ga-154794", "city": "Douglasville", "state": "GA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 285098, "name": "Nora Wealth", "name_as_filed": "NORA WEALTH", "url": "https://advisorcensus.com/firm/nora-wealth-atlanta-ga-285098", "city": "Atlanta", "state": "GA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127432, "name": "Northstar Investment Partners", "name_as_filed": "NORTHSTAR INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-127432", "city": "Alpharetta", "state": "GA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173663, "name": "Novapoint Capital LLC", "name_as_filed": "NOVAPOINT CAPITAL LLC", "url": "https://advisorcensus.com/firm/novapoint-capital-llc-atlanta-ga-173663", "city": "Atlanta", "state": "GA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172497, "name": "NPV Advisory Services, LLC", "name_as_filed": "NPV ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/npv-advisory-services-llc-cartersville-ga-172497", "city": "Cartersville", "state": "GA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287459, "name": "Omega Advisory LLC", "name_as_filed": "OMEGA ADVISORY LLC", "url": "https://advisorcensus.com/firm/omega-advisory-llc-cumming-ga-287459", "city": "Cumming", "state": "GA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299179, "name": "Opti Bloom Advisors LLC", "name_as_filed": "OPTI BLOOM ADVISORS LLC", "url": "https://advisorcensus.com/firm/opti-bloom-advisors-llc-299179", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125271, "name": "P. G. Earl Investment Advisers, L.L.C.", "name_as_filed": "P. G. EARL INVESTMENT ADVISERS, L.L.C.", "url": "https://advisorcensus.com/firm/p-g-earl-investment-advisers-l-l-c-atlanta-ga-125271", "city": "Atlanta", "state": "GA", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146217, "name": "Paramount Investment Advisors", "name_as_filed": "PARAMOUNT INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/paramount-investment-advisors-buford-ga-146217", "city": "Buford", "state": "GA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172783, "name": "Parrish Capital, LLC", "name_as_filed": "PARRISH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/parrish-capital-llc-kennesaw-ga-172783", "city": "Kennesaw", "state": "GA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110996, "name": "Paul Manners & Associates, Inc.", "name_as_filed": "PAUL MANNERS & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996", "city": "Marietta", "state": "GA", "years_registered": 47, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126418, "name": "Payne Financial Management, L.L.C.", "name_as_filed": "PAYNE FINANCIAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/payne-financial-management-l-l-c-kennesaw-ga-126418", "city": "Kennesaw", "state": "GA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309755, "name": "Peachtree Creek Investments", "name_as_filed": "PEACHTREE CREEK INVESTMENTS", "url": "https://advisorcensus.com/firm/peachtree-creek-investments-309755", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128335, "name": "Persium Advisors, LLC", "name_as_filed": "PERSIUM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/persium-advisors-llc-atlanta-ga-128335", "city": "Atlanta", "state": "GA", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107421, "name": "PIA, LLLP", "name_as_filed": "PIA, LLLP", "url": "https://advisorcensus.com/firm/pia-lllp-atlanta-ga-107421", "city": "Atlanta", "state": "GA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307247, "name": "Piece of Wealth Planning LLC", "name_as_filed": "PIECE OF WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/piece-of-wealth-planning-llc-buford-ga-307247", "city": "Buford", "state": "GA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293206, "name": "Pierson Wealth Management", "name_as_filed": "PIERSON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127176, "name": "Plunkett & Associates, Inc.", "name_as_filed": "PLUNKETT & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/plunkett-and-associates-inc-127176", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322084, "name": "Polaris Asset Management, LLC", "name_as_filed": "POLARIS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/polaris-asset-management-llc-sugar-hill-ga-322084", "city": "Sugar Hill", "state": "GA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 294135, "name": "Porter Wealth Management, LLC", "name_as_filed": "PORTER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/porter-wealth-management-llc-atlanta-ga-294135", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283679, "name": "Premis Advisors, LLC", "name_as_filed": "PREMIS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/premis-advisors-llc-atlanta-ga-283679", "city": "Atlanta", "state": "GA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325119, "name": "Private Family Wealth Advisors", "name_as_filed": "PRIVATE FAMILY WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/private-family-wealth-advisors-atlanta-ga-325119", "city": "Atlanta", "state": "GA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 218513, "name": "Prometheus Wealth Management, LLC", "name_as_filed": "PROMETHEUS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prometheus-wealth-management-llc-218513", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331194, "name": "Purpose Financial Planning", "name_as_filed": "PURPOSE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/purpose-financial-planning-fayetteville-ga-331194", "city": "Fayetteville", "state": "GA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124996, "name": "Purvis Investments, Inc.", "name_as_filed": "PURVIS INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/purvis-investments-inc-124996", "city": null, "state": null, "years_registered": 34, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144704, "name": "Quigley Financial LLC", "name_as_filed": "QUIGLEY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/quigley-financial-llc-144704", "city": null, "state": null, "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301125, "name": "Raymon Capital Advisors, LLC", "name_as_filed": "RAYMON CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/raymon-capital-advisors-llc-301125", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ 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