# Flat-fee financial advisors in Georgia

> Find financial advisors in Georgia who charge a fixed fee. AdvisorCensus lists 477 investment advisory firms with a principal office in Georgia that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ga/flat-fee/page/10

## At a glance

- Investment advisory firms: 477
- Registration: SEC-registered investment adviser: 206, State-registered investment adviser: 271
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 195 (41%); Percentage of assets 429 (90%); Hourly charges 296 (62%); Subscription fees (newsletter or periodical) 10 (2%); Fixed fees 477 (100%); Commissions 7 (1%); Performance-based fees 32 (7%); Other 66 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 152 (32%); $25 million to $100 million 84 (18%); $100 million to $500 million 105 (22%); $500 million to $1 billion 35 (7%); $1 billion to $5 billion 35 (7%); Over $5 billion 22 (5%); Not reported 44 (9%)
- Years registered: Under 5 years 175 (37%); 5 to 9 years 141 (30%); 10 to 19 years 99 (21%); 20 years or more 62 (13%)

## Firms (page 10 of 10, 451 to 477 of 477, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Vision Financial Concepts](https://advisorcensus.com/firm/vision-financial-concepts-athens-ga-124611) ([md](https://advisorcensus.com/firm/vision-financial-concepts-athens-ga-124611.md)) | 124611 | Athens, GA | State-registered investment adviser | Under $25 million | 29 | % of assets, Hourly, Fixed fee, Other |
| [Wakil Wealth Advisory LLC](https://advisorcensus.com/firm/wakil-wealth-advisory-llc-atlanta-ga-330852) ([md](https://advisorcensus.com/firm/wakil-wealth-advisory-llc-atlanta-ga-330852.md)) | 330852 | Atlanta, GA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Wassaw Sound Management, LLC](https://advisorcensus.com/firm/wassaw-sound-management-llc-savannah-ga-299164) ([md](https://advisorcensus.com/firm/wassaw-sound-management-llc-savannah-ga-299164.md)) | 299164 | Savannah, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Waypoint Financial Planning, LLC](https://advisorcensus.com/firm/waypoint-financial-planning-llc-336377) ([md](https://advisorcensus.com/firm/waypoint-financial-planning-llc-336377.md)) | 336377 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Waypoint Wealth Counsel LLC](https://advisorcensus.com/firm/waypoint-wealth-counsel-llc-atlanta-ga-171822) ([md](https://advisorcensus.com/firm/waypoint-wealth-counsel-llc-atlanta-ga-171822.md)) | 171822 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wealth 360, LLC](https://advisorcensus.com/firm/wealth-360-llc-buford-ga-141663) ([md](https://advisorcensus.com/firm/wealth-360-llc-buford-ga-141663.md)) | 141663 | Buford, GA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Wealth Intelligence, LLC](https://advisorcensus.com/firm/wealth-intelligence-llc-columbus-ga-333253) ([md](https://advisorcensus.com/firm/wealth-intelligence-llc-columbus-ga-333253.md)) | 333253 | Columbus, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Wealth MGT Group of Georgia](https://advisorcensus.com/firm/wealth-mgt-group-of-georgia-marietta-ga-309376) ([md](https://advisorcensus.com/firm/wealth-mgt-group-of-georgia-marietta-ga-309376.md)) | 309376 | Marietta, GA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wealth Partners, Inc.](https://advisorcensus.com/firm/wealth-partners-inc-132115) ([md](https://advisorcensus.com/firm/wealth-partners-inc-132115.md)) | 132115 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [Wealth Science Advisors LLC](https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031) ([md](https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031.md)) | 321031 | Alpharetta, GA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [Wealth With No Regrets®](https://advisorcensus.com/firm/wealth-with-no-regrets-alpharetta-ga-159201) ([md](https://advisorcensus.com/firm/wealth-with-no-regrets-alpharetta-ga-159201.md)) | 159201 | Alpharetta, GA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Wealthcare Financial Group, Inc.](https://advisorcensus.com/firm/wealthcare-financial-group-inc-peachtree-city-ga-284650) ([md](https://advisorcensus.com/firm/wealthcare-financial-group-inc-peachtree-city-ga-284650.md)) | 284650 | Peachtree City, GA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Weaver Capital Management, LLC](https://advisorcensus.com/firm/weaver-capital-management-llc-suwanee-ga-135037) ([md](https://advisorcensus.com/firm/weaver-capital-management-llc-suwanee-ga-135037.md)) | 135037 | Suwanee, GA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [Wellspring Planning Group LLC](https://advisorcensus.com/firm/wellspring-planning-group-llc-roswell-ga-283593) ([md](https://advisorcensus.com/firm/wellspring-planning-group-llc-roswell-ga-283593.md)) | 283593 | Roswell, GA | State-registered investment adviser | Not reported | 10 | Hourly, Fixed fee |
| [Wellspring Wealth Management LLC](https://advisorcensus.com/firm/wellspring-wealth-management-llc-alpharetta-ga-134834) ([md](https://advisorcensus.com/firm/wellspring-wealth-management-llc-alpharetta-ga-134834.md)) | 134834 | Alpharetta, GA | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee, Other |
| [Westhollow Wealth Management](https://advisorcensus.com/firm/westhollow-wealth-management-milton-ga-332854) ([md](https://advisorcensus.com/firm/westhollow-wealth-management-milton-ga-332854.md)) | 332854 | Milton, GA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Willis Investment Counsel Inc](https://advisorcensus.com/firm/willis-investment-counsel-inc-gainesville-ga-111042) ([md](https://advisorcensus.com/firm/willis-investment-counsel-inc-gainesville-ga-111042.md)) | 111042 | Gainesville, GA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee, Other |
| [Wiregrass Asset Management](https://advisorcensus.com/firm/wiregrass-asset-management-thomasville-ga-284608) ([md](https://advisorcensus.com/firm/wiregrass-asset-management-thomasville-ga-284608.md)) | 284608 | Thomasville, GA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Wiser Wealth Management, Inc](https://advisorcensus.com/firm/wiser-wealth-management-inc-marietta-ga-125282) ([md](https://advisorcensus.com/firm/wiser-wealth-management-inc-marietta-ga-125282.md)) | 125282 | Marietta, GA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Woodstock Wealth Management, Inc.](https://advisorcensus.com/firm/woodstock-wealth-management-inc-woodstock-ga-283472) ([md](https://advisorcensus.com/firm/woodstock-wealth-management-inc-woodstock-ga-283472.md)) | 283472 | Woodstock, GA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [Worthscape, LLC](https://advisorcensus.com/firm/worthscape-llc-atlanta-ga-139220) ([md](https://advisorcensus.com/firm/worthscape-llc-atlanta-ga-139220.md)) | 139220 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Wright Wealth LLC](https://advisorcensus.com/firm/wright-wealth-llc-atlanta-ga-321215) ([md](https://advisorcensus.com/firm/wright-wealth-llc-atlanta-ga-321215.md)) | 321215 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Xception Family Office](https://advisorcensus.com/firm/xception-family-office-atlanta-ga-338122) ([md](https://advisorcensus.com/firm/xception-family-office-atlanta-ga-338122.md)) | 338122 | Atlanta, GA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [Young Investment Advisors, Inc](https://advisorcensus.com/firm/young-investment-advisors-inc-atlanta-ga-117415) ([md](https://advisorcensus.com/firm/young-investment-advisors-inc-atlanta-ga-117415.md)) | 117415 | Atlanta, GA | State-registered investment adviser | Under $25 million | 24 | Hourly, Fixed fee |
| [Your Wealth Consultants LLC](https://advisorcensus.com/firm/your-wealth-consultants-llc-atlanta-ga-310328) ([md](https://advisorcensus.com/firm/your-wealth-consultants-llc-atlanta-ga-310328.md)) | 310328 | Atlanta, GA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Zero Gravity Financial, LLC](https://advisorcensus.com/firm/zero-gravity-financial-llc-atlanta-ga-169905) ([md](https://advisorcensus.com/firm/zero-gravity-financial-llc-atlanta-ga-169905.md)) | 169905 | Atlanta, GA | State-registered investment adviser | $25 million to $100 million | 12 | Hourly, Fixed fee |
| [ZWJ Investment Counsel Inc](https://advisorcensus.com/firm/zwj-investment-counsel-inc-atlanta-ga-110397) ([md](https://advisorcensus.com/firm/zwj-investment-counsel-inc-atlanta-ga-110397.md)) | 110397 | Atlanta, GA | SEC-registered investment adviser | $1 billion to $5 billion | 45 | % of assets, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Georgia?**
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.

**How many fee-only financial advisors are in Georgia?**
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.

**How many financial advisors in Georgia offer financial planning?**
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.

**Are the financial advisors in Georgia fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 327 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Georgia](https://advisorcensus.com/advisors/ga) (https://advisorcensus.com/advisors/ga.md)
- [Fee-only financial advisors in Georgia](https://advisorcensus.com/advisors/ga/fee-only) (https://advisorcensus.com/advisors/ga/fee-only.md)
- [Hourly financial advisors in Georgia](https://advisorcensus.com/advisors/ga/hourly) (https://advisorcensus.com/advisors/ga/hourly.md)
- [Flat-fee financial advisors in Atlanta, GA](https://advisorcensus.com/advisors/ga/atlanta/flat-fee) (https://advisorcensus.com/advisors/ga/atlanta/flat-fee.md)
- [Flat-fee financial advisors in Athens, GA](https://advisorcensus.com/advisors/ga/athens/flat-fee) (https://advisorcensus.com/advisors/ga/athens/flat-fee.md)
- [Flat-fee financial advisors in Savannah, GA](https://advisorcensus.com/advisors/ga/savannah/flat-fee) (https://advisorcensus.com/advisors/ga/savannah/flat-fee.md)
- [Flat-fee financial advisors in Augusta, GA](https://advisorcensus.com/advisors/ga/augusta/flat-fee) (https://advisorcensus.com/advisors/ga/augusta/flat-fee.md)
- [Flat-fee financial advisors in Gainesville, GA](https://advisorcensus.com/advisors/ga/gainesville/flat-fee) (https://advisorcensus.com/advisors/ga/gainesville/flat-fee.md)
- [Flat-fee financial advisors in Columbus, GA](https://advisorcensus.com/advisors/ga/columbus/flat-fee) (https://advisorcensus.com/advisors/ga/columbus/flat-fee.md)
- [Flat-fee financial advisors in Macon, GA](https://advisorcensus.com/advisors/ga/macon/flat-fee) (https://advisorcensus.com/advisors/ga/macon/flat-fee.md)
- [Flat-fee financial advisors in Albany, GA](https://advisorcensus.com/advisors/ga/albany/flat-fee) (https://advisorcensus.com/advisors/ga/albany/flat-fee.md)
- [Flat-fee financial advisors in Valdosta, GA](https://advisorcensus.com/advisors/ga/valdosta/flat-fee) (https://advisorcensus.com/advisors/ga/valdosta/flat-fee.md)
- [Flat-fee financial advisors in Brunswick, GA](https://advisorcensus.com/advisors/ga/brunswick/flat-fee) (https://advisorcensus.com/advisors/ga/brunswick/flat-fee.md)
- [Flat-fee financial advisors in Dalton, GA](https://advisorcensus.com/advisors/ga/dalton/flat-fee) (https://advisorcensus.com/advisors/ga/dalton/flat-fee.md)
- [Flat-fee financial advisors in Rome, GA](https://advisorcensus.com/advisors/ga/rome/flat-fee) (https://advisorcensus.com/advisors/ga/rome/flat-fee.md)
- [Flat-fee financial advisors in Warner Robins, GA](https://advisorcensus.com/advisors/ga/warner-robins/flat-fee) (https://advisorcensus.com/advisors/ga/warner-robins/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Georgia: 477 firms from Form ADV filings as of October 2026.