{ "path": "/advisors/ga/fee-only", "url": "https://advisorcensus.com/advisors/ga/fee-only/page/7", "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": 7, "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": 164488, "name": "UK Pension Transfer LLC", "name_as_filed": "UK PENSION TRANSFER LLC", "url": "https://advisorcensus.com/firm/uk-pension-transfer-llc-atlanta-ga-164488", "city": "Atlanta", "state": "GA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309277, "name": "UL Wealth LLC", "name_as_filed": "UL WEALTH LLC", "url": "https://advisorcensus.com/firm/ul-wealth-llc-valdosta-ga-309277", "city": "Valdosta", "state": "GA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326056, "name": "Unified Investment Management", "name_as_filed": "UNIFIED INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/unified-investment-management-atlanta-ga-326056", "city": "Atlanta", "state": "GA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125664, "name": "Upland Capital Management, LLC", "name_as_filed": "UPLAND CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/upland-capital-management-llc-125664", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334639, "name": "VDB Wealth", "name_as_filed": "VDB WEALTH", "url": "https://advisorcensus.com/firm/vdb-wealth-334639", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306685, "name": "Verbatim Financial", "name_as_filed": "VERBATIM FINANCIAL", "url": "https://advisorcensus.com/firm/verbatim-financial-306685", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153751, "name": "Verisail Partners, LLC", "name_as_filed": "VERISAIL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/verisail-partners-llc-chamblee-ga-153751", "city": "Chamblee", "state": "GA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307007, "name": "Vetworth", "name_as_filed": "VETWORTH", "url": "https://advisorcensus.com/firm/vetworth-peachtree-city-ga-307007", "city": "Peachtree City", "state": "GA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 335528, "name": "VIP Wealth Advisors", "name_as_filed": "VIP WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/vip-wealth-advisors-decatur-ga-335528", "city": "Decatur", "state": "GA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125283, "name": "Walker & Associates", "name_as_filed": "WALKER & ASSOCIATES", "url": "https://advisorcensus.com/firm/walker-and-associates-tybee-island-ga-125283", "city": "Tybee Island", "state": "GA", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299164, "name": "Wassaw Sound Management, LLC", "name_as_filed": "WASSAW SOUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/wassaw-sound-management-llc-savannah-ga-299164", "city": "Savannah", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336377, "name": "Waypoint Financial Planning, LLC", "name_as_filed": "WAYPOINT FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/waypoint-financial-planning-llc-336377", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141663, "name": "Wealth 360, LLC", "name_as_filed": "WEALTH 360, LLC", "url": "https://advisorcensus.com/firm/wealth-360-llc-buford-ga-141663", "city": "Buford", "state": "GA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310438, "name": "Wealth Engagement", "name_as_filed": "WEALTH ENGAGEMENT", "url": "https://advisorcensus.com/firm/wealth-engagement-atlanta-ga-310438", "city": "Atlanta", "state": "GA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309376, "name": "Wealth MGT Group of Georgia", "name_as_filed": "WEALTH MGT GROUP OF GEORGIA", "url": "https://advisorcensus.com/firm/wealth-mgt-group-of-georgia-marietta-ga-309376", "city": "Marietta", "state": "GA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321031, "name": "Wealth Science Advisors LLC", "name_as_filed": "WEALTH SCIENCE ADVISORS LLC", "url": "https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031", "city": "Alpharetta", "state": "GA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135037, "name": "Weaver Capital Management, LLC", "name_as_filed": "WEAVER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/weaver-capital-management-llc-suwanee-ga-135037", "city": "Suwanee", "state": "GA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154359, "name": "Welch Financial Investments, LLC", "name_as_filed": "WELCH FINANCIAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/welch-financial-investments-llc-atlanta-ga-154359", "city": "Atlanta", "state": "GA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175512, "name": "West Paces Advisors, Inc.", "name_as_filed": "WEST PACES ADVISORS, INC.", "url": "https://advisorcensus.com/firm/west-paces-advisors-inc-atlanta-ga-175512", "city": "Atlanta", "state": "GA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160102, "name": "Williamson Advisory Services, Inc.", "name_as_filed": "WILLIAMSON ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/williamson-advisory-services-inc-marietta-ga-160102", "city": "Marietta", "state": "GA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152097, "name": "Wilson Financial Group, LLC", "name_as_filed": "WILSON FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/wilson-financial-group-llc-suwanee-ga-152097", "city": "Suwanee", "state": "GA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 125282, "name": "Wiser Wealth Management, Inc", "name_as_filed": "WISER WEALTH MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/wiser-wealth-management-inc-marietta-ga-125282", "city": "Marietta", "state": "GA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307037, "name": "Wolverine Investment Advisors, LLC", "name_as_filed": "WOLVERINE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wolverine-investment-advisors-llc-atlanta-ga-307037", "city": "Atlanta", "state": "GA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139220, "name": "Worthscape, LLC", "name_as_filed": "WORTHSCAPE, LLC", "url": "https://advisorcensus.com/firm/worthscape-llc-atlanta-ga-139220", "city": "Atlanta", "state": "GA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281291, "name": "Wynn Capital", "name_as_filed": "WYNN CAPITAL", "url": "https://advisorcensus.com/firm/wynn-capital-augusta-ga-281291", "city": "Augusta", "state": "GA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169905, "name": "Zero Gravity Financial, LLC", "name_as_filed": "ZERO GRAVITY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/zero-gravity-financial-llc-atlanta-ga-169905", "city": "Atlanta", "state": "GA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110397, "name": "ZWJ Investment Counsel Inc", "name_as_filed": "ZWJ INVESTMENT COUNSEL INC", "url": "https://advisorcensus.com/firm/zwj-investment-counsel-inc-atlanta-ga-110397", "city": "Atlanta", "state": "GA", "years_registered": 45, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ga", "label": "Financial advisors in Georgia" }, "fee_pages": [ { "path": "/advisors/ga/flat-fee", "label": "Flat-fee financial advisors in Georgia", "firm_count": 477 }, { "path": "/advisors/ga/hourly", "label": "Hourly financial advisors in Georgia", "firm_count": 385 } ], "metro_fee_pages": [ { "path": "/advisors/ga/atlanta/fee-only", "firm_count": 200, "label": "Fee-only financial advisors in Atlanta, GA" }, { "path": "/advisors/ga/savannah/fee-only", "firm_count": 10, "label": "Fee-only financial advisors in Savannah, GA" }, { "path": "/advisors/ga/augusta/fee-only", "firm_count": 7, "label": "Fee-only financial advisors in Augusta, GA" }, { "path": "/advisors/ga/athens/fee-only", "firm_count": 6, "label": "Fee-only financial advisors in Athens, GA" }, { "path": "/advisors/ga/brunswick/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Brunswick, GA" }, { "path": "/advisors/ga/columbus/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Columbus, GA" }, { "path": "/advisors/ga/gainesville/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Gainesville, GA" }, { "path": "/advisors/ga/macon/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Macon, GA" }, { "path": "/advisors/ga/rome/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Rome, GA" }, { "path": "/advisors/ga/albany/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Albany, GA" }, { "path": "/advisors/ga/valdosta/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Valdosta, GA" } ] }, "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" } }