{
  "path": "/advisors/ga/flat-fee",
  "url": "https://advisorcensus.com/advisors/ga/flat-fee/page/8",
  "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": 8,
  "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": 315116,
      "name": "Phase Line Capital, LLC",
      "name_as_filed": "PHASE LINE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/phase-line-capital-llc-atlanta-ga-315116",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 174402,
      "name": "Piedmont Private Equity",
      "name_as_filed": "PIEDMONT PRIVATE EQUITY",
      "url": "https://advisorcensus.com/firm/piedmont-private-equity-atlanta-ga-174402",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127210,
      "name": "Podlin International Realty, Ltd.",
      "name_as_filed": "PODLIN INTERNATIONAL REALTY, LTD.",
      "url": "https://advisorcensus.com/firm/podlin-international-realty-ltd-saint-simons-island-ga-127210",
      "city": "Saint Simons Island",
      "state": "GA",
      "years_registered": 16,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 315101,
      "name": "Power Wealth Management",
      "name_as_filed": "POWER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/power-wealth-management-alpharetta-ga-315101",
      "city": "Alpharetta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309595,
      "name": "PR Squared Wealth Management LLC",
      "name_as_filed": "PR SQUARED WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pr-squared-wealth-management-llc-atlanta-ga-309595",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289322,
      "name": "Prana Wealth Management LLC",
      "name_as_filed": "PRANA WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/prana-wealth-management-llc-289322",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "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": 337580,
      "name": "Pria Strategies, LLC",
      "name_as_filed": "PRIA STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/pria-strategies-llc-atlanta-ga-337580",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "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": 339705,
      "name": "Prive Wealth Management",
      "name_as_filed": "PRIVE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/prive-wealth-management-grayson-ga-339705",
      "city": "Grayson",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318872,
      "name": "Proactive Wealth Strategies, LLC",
      "name_as_filed": "PROACTIVE WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/proactive-wealth-strategies-llc-marietta-ga-318872",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324376,
      "name": "PRR Wealth Management",
      "name_as_filed": "PRR WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/prr-wealth-management-324376",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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": 326348,
      "name": "Pursue Wealth Partners, LLC",
      "name_as_filed": "PURSUE WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/pursue-wealth-partners-llc-atlanta-ga-326348",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "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": 154081,
      "name": "Rchristianfinancial Consultants, LLC \"THE Clients Fiduciary\"",
      "name_as_filed": "RCHRISTIANFINANCIAL CONSULTANTS, LLC \"THE CLIENTS FIDUCIARY\"",
      "url": "https://advisorcensus.com/firm/rchristianfinancial-consultants-llc-the-clients-fiduciary-154081",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298259,
      "name": "Regent Peak Wealth Advisors, LLC",
      "name_as_filed": "REGENT PEAK WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/regent-peak-wealth-advisors-llc-atlanta-ga-298259",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309672,
      "name": "Regimen Wealth, LLC",
      "name_as_filed": "REGIMEN WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/regimen-wealth-llc-atlanta-ga-309672",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143884,
      "name": "Register Financial Advisors, LLC",
      "name_as_filed": "REGISTER FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/register-financial-advisors-llc-atlanta-ga-143884",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160761,
      "name": "Reliastar Capital Management, Inc.",
      "name_as_filed": "RELIASTAR CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/reliastar-capital-management-inc-dawsonville-ga-160761",
      "city": "Dawsonville",
      "state": "GA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301986,
      "name": "Resilient Wealth",
      "name_as_filed": "RESILIENT WEALTH",
      "url": "https://advisorcensus.com/firm/resilient-wealth-301986",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332003,
      "name": "Resources Asset Management LLC",
      "name_as_filed": "RESOURCES ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/resources-asset-management-llc-ellenwood-ga-332003",
      "city": "Ellenwood",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299575,
      "name": "Resurgent Advisors",
      "name_as_filed": "RESURGENT ADVISORS",
      "url": "https://advisorcensus.com/firm/resurgent-advisors-atlanta-ga-299575",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344333,
      "name": "Retire Wise, LLC",
      "name_as_filed": "RETIRE WISE, LLC",
      "url": "https://advisorcensus.com/firm/retire-wise-llc-lawrenceville-ga-344333",
      "city": "Lawrenceville",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126573,
      "name": "Retirement Fund Management",
      "name_as_filed": "RETIREMENT FUND MANAGEMENT",
      "url": "https://advisorcensus.com/firm/retirement-fund-management-atlanta-ga-126573",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147968,
      "name": "Retirement Wealth Management, LLC",
      "name_as_filed": "RETIREMENT WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/retirement-wealth-management-llc-peachtree-corners-ga-147968",
      "city": "Peachtree Corners",
      "state": "GA",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282132,
      "name": "REV Capital, LLC",
      "name_as_filed": "REV CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/rev-capital-llc-marietta-ga-282132",
      "city": "Marietta",
      "state": "GA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328351,
      "name": "Rich & Company LLC",
      "name_as_filed": "RICH & COMPANY LLC",
      "url": "https://advisorcensus.com/firm/rich-and-company-llc-milton-ga-328351",
      "city": "Milton",
      "state": "GA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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": 171032,
      "name": "RL Wright & Associates, LLC",
      "name_as_filed": "RL WRIGHT & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/rl-wright-and-associates-llc-savannah-ga-171032",
      "city": "Savannah",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298525,
      "name": "Roger Budd Investment Management, LLC",
      "name_as_filed": "ROGER BUDD INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/roger-budd-investment-management-llc-298525",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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",
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      "name": "Safe Harbor Financial Planning & Investment Advisory, LLC",
      "name_as_filed": "SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC",
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      "name_as_filed": "SARD WEALTH MANAGMENT GROUP, LLC",
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    {
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    {
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    {
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    {
      "crd_number": 307562,
      "name": "Shepherd Financial LLC",
      "name_as_filed": "SHEPHERD FINANCIAL LLC",
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    },
    {
      "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",
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    {
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    {
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  },
  "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"
  }
}