{
  "path": "/advisors/ga/flat-fee",
  "url": "https://advisorcensus.com/advisors/ga/flat-fee/page/9",
  "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": 9,
  "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": 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": 300927,
      "name": "Sound View Wealth Advisors Group, LLC",
      "name_as_filed": "SOUND VIEW WEALTH ADVISORS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/sound-view-wealth-advisors-group-llc-savannah-ga-300927",
      "city": "Savannah",
      "state": "GA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306075,
      "name": "Southbridge Advisors, LLC",
      "name_as_filed": "SOUTHBRIDGE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075",
      "city": "Marieta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107588,
      "name": "Southeast Asset Advisors, LLC",
      "name_as_filed": "SOUTHEAST ASSET ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/southeast-asset-advisors-llc-thomasville-ga-107588",
      "city": "Thomasville",
      "state": "GA",
      "years_registered": 33,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "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": 269870,
      "name": "SRC Wealth Advisors LLC",
      "name_as_filed": "SRC WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/src-wealth-advisors-llc-269870",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 166199,
      "name": "Starr-Mathews Financial, LLC",
      "name_as_filed": "STARR-MATHEWS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/starr-mathews-financial-llc-calhoun-ga-166199",
      "city": "Calhoun",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336717,
      "name": "Steele Financial Studios",
      "name_as_filed": "STEELE FINANCIAL STUDIOS",
      "url": "https://advisorcensus.com/firm/steele-financial-studios-atlanta-ga-336717",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284840,
      "name": "Strategic Blueprint, LLC",
      "name_as_filed": "STRATEGIC BLUEPRINT, LLC",
      "url": "https://advisorcensus.com/firm/strategic-blueprint-llc-atlanta-ga-284840",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343346,
      "name": "Stribling-Whalen Financial Group",
      "name_as_filed": "STRIBLING-WHALEN FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/stribling-whalen-financial-group-gainesville-ga-343346",
      "city": "Gainesville",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301688,
      "name": "Summit Private Wealth, LLC",
      "name_as_filed": "SUMMIT PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/summit-private-wealth-llc-301688",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 289576,
      "name": "Surepath Financial Services, LLC",
      "name_as_filed": "SUREPATH FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/surepath-financial-services-llc-woodstock-ga-289576",
      "city": "Woodstock",
      "state": "GA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145990,
      "name": "Synergy Capital Management, LLC",
      "name_as_filed": "SYNERGY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/synergy-capital-management-llc-145990",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 14023,
      "name": "Synovus Securities, Inc.",
      "name_as_filed": "SYNOVUS SECURITIES, INC.",
      "url": "https://advisorcensus.com/firm/synovus-securities-inc-columbus-ga-14023",
      "city": "Columbus",
      "state": "GA",
      "years_registered": 43,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "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": 334004,
      "name": "Temperance Wealth Management",
      "name_as_filed": "TEMPERANCE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/temperance-wealth-management-atlanta-ga-334004",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 221530,
      "name": "The Fiduciary Group",
      "name_as_filed": "THE FIDUCIARY GROUP",
      "url": "https://advisorcensus.com/firm/the-fiduciary-group-savannah-ga-221530",
      "city": "Savannah",
      "state": "GA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333510,
      "name": "The Green Group Finance, LLC",
      "name_as_filed": "THE GREEN GROUP FINANCE, LLC",
      "url": "https://advisorcensus.com/firm/the-green-group-finance-llc-lawrenceville-ga-333510",
      "city": "Lawrenceville",
      "state": "GA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 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": 117500,
      "name": "The Renn Wealth Management Group, Inc.",
      "name_as_filed": "THE RENN WEALTH MANAGEMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-renn-wealth-management-group-inc-atlanta-ga-117500",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126514,
      "name": "The Strategic Financial Alliance",
      "name_as_filed": "THE STRATEGIC FINANCIAL ALLIANCE",
      "url": "https://advisorcensus.com/firm/the-strategic-financial-alliance-atlanta-ga-126514",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "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": 170067,
      "name": "Timberlink LLC",
      "name_as_filed": "TIMBERLINK LLC",
      "url": "https://advisorcensus.com/firm/timberlink-llc-johns-creek-ga-170067",
      "city": "Johns Creek",
      "state": "GA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344000,
      "name": "Titanium Wealth Management LLC",
      "name_as_filed": "TITANIUM WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/titanium-wealth-management-llc-atlanta-ga-344000",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342750,
      "name": "Trackside Wealth",
      "name_as_filed": "TRACKSIDE WEALTH",
      "url": "https://advisorcensus.com/firm/trackside-wealth-342750",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 214512,
      "name": "Trademark Capital Management Inc.",
      "name_as_filed": "TRADEMARK CAPITAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/trademark-capital-management-inc-watkinsville-ga-214512",
      "city": "Watkinsville",
      "state": "GA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309299,
      "name": "Transformation Wealth Management, LLC",
      "name_as_filed": "TRANSFORMATION WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/transformation-wealth-management-llc-atlanta-ga-309299",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167866,
      "name": "Transition Planning & Guidance, LLC",
      "name_as_filed": "TRANSITION PLANNING & GUIDANCE, LLC",
      "url": "https://advisorcensus.com/firm/transition-planning-and-guidance-llc-sandy-springs-ga-167866",
      "city": "Sandy Springs",
      "state": "GA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169022,
      "name": "Trimaran Capital",
      "name_as_filed": "TRIMARAN CAPITAL",
      "url": "https://advisorcensus.com/firm/trimaran-capital-savannah-ga-169022",
      "city": "Savannah",
      "state": "GA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152927,
      "name": "Troika Capital Advisors, LLC",
      "name_as_filed": "TROIKA CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/troika-capital-advisors-llc-atlanta-ga-152927",
      "city": "Atlanta",
      "state": "GA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
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    {
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    {
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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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}