{
  "path": "/advisors/ga/flat-fee",
  "url": "https://advisorcensus.com/advisors/ga/flat-fee/page/2",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Georgia",
  "filters": {},
  "scope_total": 477,
  "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": "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.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Georgia: 477 firms from Form ADV filings as of October 2026.",
  "total_firms": 477,
  "page": 2,
  "total_pages": 10,
  "sort": "name",
  "registration_types": {
    "sec": 206,
    "state": 271,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 195
    },
    {
      "code": "percentage_of_aum",
      "count": 429
    },
    {
      "code": "hourly",
      "count": 296
    },
    {
      "code": "subscription",
      "count": 10
    },
    {
      "code": "fixed",
      "count": 477
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 32
    },
    {
      "code": "other",
      "count": 66
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 175
    },
    {
      "code": "5_to_9",
      "count": 141
    },
    {
      "code": "10_to_19",
      "count": 99
    },
    {
      "code": "20_plus",
      "count": 62
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 152
    },
    {
      "code": "25m_100m",
      "count": 84
    },
    {
      "code": "100m_500m",
      "count": 105
    },
    {
      "code": "500m_1b",
      "count": 35
    },
    {
      "code": "1b_5b",
      "count": 35
    },
    {
      "code": "over_5b",
      "count": 22
    },
    {
      "code": "not_reported",
      "count": 44
    }
  ],
  "firms": [
    {
      "crd_number": 310520,
      "name": "Avego Management, LLC",
      "name_as_filed": "AVEGO MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/avego-management-llc-alpharetta-ga-310520",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316472,
      "name": "Avere Wealth Management, LLC",
      "name_as_filed": "AVERE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/avere-wealth-management-llc-atlanta-ga-316472",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317841,
      "name": "Baker Wealth Group LLC",
      "name_as_filed": "BAKER WEALTH GROUP LLC",
      "url": "https://advisorcensus.com/firm/baker-wealth-group-llc-lagrange-ga-317841",
      "city": "Lagrange",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152511,
      "name": "Balentine",
      "name_as_filed": "BALENTINE",
      "url": "https://advisorcensus.com/firm/balentine-atlanta-ga-152511",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172686,
      "name": "Bates Financial Group, LLC.",
      "name_as_filed": "BATES FINANCIAL GROUP, LLC.",
      "url": "https://advisorcensus.com/firm/bates-financial-group-llc-smyrna-ga-172686",
      "city": "Smyrna",
      "state": "GA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125085,
      "name": "Beacon Financial Advisers, Inc.",
      "name_as_filed": "BEACON FINANCIAL ADVISERS, INC.",
      "url": "https://advisorcensus.com/firm/beacon-financial-advisers-inc-conyers-ga-125085",
      "city": "Conyers",
      "state": "GA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288833,
      "name": "Beacon Global Advisor Network, LLC",
      "name_as_filed": "BEACON GLOBAL ADVISOR NETWORK, LLC",
      "url": "https://advisorcensus.com/firm/beacon-global-advisor-network-llc-atlanta-ga-288833",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330400,
      "name": "Beeyond Capital, LLC",
      "name_as_filed": "BEEYOND CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/beeyond-capital-llc-atlanta-ga-330400",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116690,
      "name": "Benedict Financial Advisors, Inc.",
      "name_as_filed": "BENEDICT FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/benedict-financial-advisors-inc-atlanta-ga-116690",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134455,
      "name": "Berkeley Advisors, Inc.",
      "name_as_filed": "BERKELEY ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/berkeley-advisors-inc-atlanta-ga-134455",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281082,
      "name": "Berkeley Capital Partners, LLC",
      "name_as_filed": "BERKELEY CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/berkeley-capital-partners-llc-milton-ga-281082",
      "city": "Milton",
      "state": "GA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322793,
      "name": "Big Creek Capital Management",
      "name_as_filed": "BIG CREEK CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/big-creek-capital-management-322793",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338528,
      "name": "Binnerinvestments",
      "name_as_filed": "BINNERINVESTMENTS",
      "url": "https://advisorcensus.com/firm/binnerinvestments-forsyth-ga-338528",
      "city": "Forsyth",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143208,
      "name": "BIP Wealth, LLC",
      "name_as_filed": "BIP WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/bip-wealth-llc-atlanta-ga-143208",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 18,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299805,
      "name": "Bison Wealth, LLC",
      "name_as_filed": "BISON WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/bison-wealth-llc-atlanta-ga-299805",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322493,
      "name": "BJM Financial Inc",
      "name_as_filed": "BJM FINANCIAL INC",
      "url": "https://advisorcensus.com/firm/bjm-financial-inc-duluth-ga-322493",
      "city": "Duluth",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147399,
      "name": "Black Lake Capital Corp.",
      "name_as_filed": "BLACK LAKE CAPITAL CORP.",
      "url": "https://advisorcensus.com/firm/black-lake-capital-corp-147399",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305157,
      "name": "Blake Financial Counsel, LLC",
      "name_as_filed": "BLAKE FINANCIAL COUNSEL, LLC",
      "url": "https://advisorcensus.com/firm/blake-financial-counsel-llc-atlanta-ga-305157",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338937,
      "name": "Blossom Balance LLC",
      "name_as_filed": "BLOSSOM BALANCE LLC",
      "url": "https://advisorcensus.com/firm/blossom-balance-llc-gainesville-ga-338937",
      "city": "Gainesville",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340974,
      "name": "Blue Otter Financial Planning",
      "name_as_filed": "BLUE OTTER FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/blue-otter-financial-planning-340974",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167233,
      "name": "Bluearc Capital Management",
      "name_as_filed": "BLUEARC CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bluearc-capital-management-atlanta-ga-167233",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150008,
      "name": "Bluechip Wealth Advisors LLC",
      "name_as_filed": "BLUECHIP WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/bluechip-wealth-advisors-llc-milton-ga-150008",
      "city": "Milton",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319507,
      "name": "Blueprint Private Wealth Management LLC",
      "name_as_filed": "BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/blueprint-private-wealth-management-llc-alpharetta-ga-319507",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169555,
      "name": "Bluestone Wealth Planning, LLC",
      "name_as_filed": "BLUESTONE WEALTH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/bluestone-wealth-planning-llc-atlanta-ga-169555",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148940,
      "name": "Boskia Wealth Management & Advisory Services, L.L.C.",
      "name_as_filed": "BOSKIA WEALTH MANAGEMENT & ADVISORY SERVICES, L.L.C.",
      "url": "https://advisorcensus.com/firm/boskia-wealth-management-and-advisory-services-l-l-c-marietta-ga-148940",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304718,
      "name": "Bowman Wealth Management",
      "name_as_filed": "BOWMAN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bowman-wealth-management-smyrna-ga-304718",
      "city": "Smyrna",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340528,
      "name": "Brandenburg Financial Services, LLC",
      "name_as_filed": "BRANDENBURG FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/brandenburg-financial-services-llc-340528",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125308,
      "name": "Brannen & Lyle Investment Company",
      "name_as_filed": "BRANNEN & LYLE INVESTMENT COMPANY",
      "url": "https://advisorcensus.com/firm/brannen-and-lyle-investment-company-bainbridge-ga-125308",
      "city": "Bainbridge",
      "state": "GA",
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299367,
      "name": "Brighter Investing, PB LLC",
      "name_as_filed": "BRIGHTER INVESTING, PB LLC",
      "url": "https://advisorcensus.com/firm/brighter-investing-pb-llc-atlanta-ga-299367",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328837,
      "name": "Brooke Forest Capital LLC",
      "name_as_filed": "BROOKE FOREST CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/brooke-forest-capital-llc-alpharetta-ga-328837",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306735,
      "name": "Brookwood Wealth Advisors, LLC",
      "name_as_filed": "BROOKWOOD WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/brookwood-wealth-advisors-llc-cartersville-ga-306735",
      "city": "Cartersville",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299101,
      "name": "Brown Capital Advisors, LLC",
      "name_as_filed": "BROWN CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/brown-capital-advisors-llc-marietta-ga-299101",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119213,
      "name": "Brown Wealth Management, LLC",
      "name_as_filed": "BROWN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/brown-wealth-management-llc-conyers-ga-119213",
      "city": "Conyers",
      "state": "GA",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335781,
      "name": "Brucker Wealth",
      "name_as_filed": "BRUCKER WEALTH",
      "url": "https://advisorcensus.com/firm/brucker-wealth-335781",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305713,
      "name": "BT Family Office, LLC",
      "name_as_filed": "BT FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/bt-family-office-llc-atlanta-ga-305713",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110707,
      "name": "Buckhead Capital Management, LLC",
      "name_as_filed": "BUCKHEAD CAPITAL MANAGEMENT, 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"
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}
