{
  "path": "/advisors/ga/fee-only",
  "url": "https://advisorcensus.com/advisors/ga/fee-only/page/6",
  "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": 6,
  "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": 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": 322096,
      "name": "Rino Invest Wealth Management LLC",
      "name_as_filed": "RINO INVEST WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/rino-invest-wealth-management-llc-322096",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126488,
      "name": "Riverside Investment Management, Inc.",
      "name_as_filed": "RIVERSIDE INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/riverside-investment-management-inc-atlanta-ga-126488",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 226629,
      "name": "Rowland Miller + Partners LLC",
      "name_as_filed": "ROWLAND MILLER + PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/rowland-miller-plus-partners-llc-atlanta-ga-226629",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151810,
      "name": "Safe Harbor Financial Planning & Investment Advisory, LLC",
      "name_as_filed": "SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/safe-harbor-financial-planning-and-investment-advisory-llc-statesboro-ga-151810",
      "city": "Statesboro",
      "state": "GA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316571,
      "name": "Safewater Investment Management LLC",
      "name_as_filed": "SAFEWATER INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/safewater-investment-management-llc-atlanta-ga-316571",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165376,
      "name": "Saint Francis Capital",
      "name_as_filed": "SAINT FRANCIS CAPITAL",
      "url": "https://advisorcensus.com/firm/saint-francis-capital-winder-ga-165376",
      "city": "Winder",
      "state": "GA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 287579,
      "name": "Saunders Investment Management LLC",
      "name_as_filed": "SAUNDERS INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/saunders-investment-management-llc-287579",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307863,
      "name": "Schumpert Investments, LLC",
      "name_as_filed": "SCHUMPERT INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/schumpert-investments-llc-307863",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317772,
      "name": "Shadowbrook Private Wealth LLC",
      "name_as_filed": "SHADOWBROOK PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/shadowbrook-private-wealth-llc-317772",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344353,
      "name": "Shay Wealth Partners",
      "name_as_filed": "SHAY WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/shay-wealth-partners-344353",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 125881,
      "name": "Sicner Asset Management, L.L.C.",
      "name_as_filed": "SICNER ASSET MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/sicner-asset-management-l-l-c-125881",
      "city": null,
      "state": null,
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125296,
      "name": "Sizemore Financial Services",
      "name_as_filed": "SIZEMORE FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/sizemore-financial-services-125296",
      "city": null,
      "state": null,
      "years_registered": 37,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109540,
      "name": "Smith & Howard Wealth Management, LLC",
      "name_as_filed": "SMITH & HOWARD WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/smith-and-howard-wealth-management-llc-atlanta-ga-109540",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 27,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326460,
      "name": "Soina Financial Group, LLC",
      "name_as_filed": "SOINA FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/soina-financial-group-llc-alpharetta-ga-326460",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 342690,
      "name": "Southern Georgia Wealth Advisors",
      "name_as_filed": "SOUTHERN GEORGIA WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/southern-georgia-wealth-advisors-342690",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342629,
      "name": "Sovereign Capital Advisers",
      "name_as_filed": "SOVEREIGN CAPITAL ADVISERS",
      "url": "https://advisorcensus.com/firm/sovereign-capital-advisers-342629",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription",
        "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": 316861,
      "name": "Stardust Capital",
      "name_as_filed": "STARDUST CAPITAL",
      "url": "https://advisorcensus.com/firm/stardust-capital-316861",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300576,
      "name": "Stewardship Edge Capital, LLC",
      "name_as_filed": "STEWARDSHIP EDGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/stewardship-edge-capital-llc-morrow-ga-300576",
      "city": "Morrow",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140438,
      "name": "Strategic Capital Planning, Inc.",
      "name_as_filed": "STRATEGIC CAPITAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/strategic-capital-planning-inc-brooklet-ga-140438",
      "city": "Brooklet",
      "state": "GA",
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125144,
      "name": "Summit Financial Group, LLC",
      "name_as_filed": "SUMMIT FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/summit-financial-group-llc-rome-ga-125144",
      "city": "Rome",
      "state": "GA",
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 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": 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": 146977,
      "name": "The Carroll Group, Inc.",
      "name_as_filed": "THE CARROLL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-carroll-group-inc-atlanta-ga-146977",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 286505,
      "name": "The Klausman Group",
      "name_as_filed": "THE KLAUSMAN GROUP",
      "url": "https://advisorcensus.com/firm/the-klausman-group-286505",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 126576,
      "name": "The Monitor Group, Inc.",
      "name_as_filed": "THE MONITOR GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-monitor-group-inc-martinez-ga-126576",
      "city": "Martinez",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129403,
      "name": "The Moorings Group, LLC",
      "name_as_filed": "THE MOORINGS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-moorings-group-llc-sandy-springs-ga-129403",
      "city": "Sandy Springs",
      "state": "GA",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 226620,
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    {
      "crd_number": 237787,
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      "name_as_filed": "TRINITY CAPITAL MANAGEMENT, LLP",
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      "url": "https://advisorcensus.com/firm/troika-capital-advisors-llc-atlanta-ga-152927",
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    {
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      "name_as_filed": "TRUE SQUARE FINANCIAL LLC",
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    ]
  },
  "csv": null,
  "source": {
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    "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"
  }
}
