ATLas Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ATLas Investment Advisors provides portfolio management and financial planning services primarily to individual clients, including high‑net‑worth households. The firm offers ongoing discretionary or non‑discretionary portfolio management and also provides project‑based financial plans; clients who engage portfolio management receive ongoing financial planning without a separate fee.
The firm follows an evidence‑based investing approach that emphasizes long‑term, buy‑and‑hold passive strategies, strategic asset allocation, and periodic rebalancing. Portfolios are constructed using mutual funds and ETFs with factor tilts (value, momentum, quality) across equities, fixed income, and a limited set of alternative exposures to match client risk profiles.
A distinctive aspect of ATLas is that its investment adviser representatives also practice as accountants and tax preparers, and the brochure discloses that those additional services may be offered to clients for separate compensation while remaining entirely optional. The firm also discloses a typical account minimum (generally $1,000,000) that it may waive in particular circumstances and states it will coordinate planning and implementation with clients’ other professionals.
Client services
Expertise
Fee options
Project-based financial planning fees typically range from $3,800 to $5,000, fixed fee paid at engagement start.
$0 - $3,000,000: 1.00% annually $3,000,001+: 0.50% annually
$275 per hour for financial planning services if terminated early, prorated for hours worked prior to termination.
Account minimum: $1,000,000
Main office
11720 Amber Park Dr #160
Alpharetta GA 30009
Advisors at this office
2
Most active in
Georgia
Also doing business as
Atlas Financial Planning · Atlas Financial Planning, LLC · Atlas Investment Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Rebecca R
CFP®, Series 65
Alpharetta, GA
ATLas Investment Advisors
Rebecca Richardson is a CFP® with five years of industry experience, currently serving as an advisor at ATLas Investment Advisors. Her prior experience includes roles at Advisory Services Network, LLC, Resource Planning Group, and KPMG. In addition to her advisory work, she provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, employing an evidence-based investment approach centered on long-term, passive strategies with strategic asset allocation and periodic rebalancing.
George M
CFP®, Series 65
Alpharetta, GA
ATLas Investment Advisors
George Mauser is a CFP® with 14 years of industry experience and currently serves as a financial advisor at ATLas Investment Advisors. His prior roles include positions at Advisory Services Network LLC and Resource Planning Group, Ltd. Outside of advisory work, he also provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, using an evidence-based investing approach focused on long-term, passive strategies with strategic asset allocation and periodic rebalancing.
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