George Mauser is a CFP-designated registered investment advisor at Atlas Investment Advisors, based in Alpharetta, GA, with 14 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 116 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees may be negotiable. Legacy clients and former clients of Berger Wealth Management may have different fee arrangements, including fixed fees in some cases.
Fee Estimator
Contact
George Mauser
Location
11720 Amber Park Dr #160, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
George works as a tax preparer since 2021, dedicating minimal time during tax season. This activity is not investment-related.
Employment History
Current Registrations
Atlas Investment Advisors
Previous Registrations
Advisory Services Network
Resource Planning Group, LTD.
Rodgers & Associates
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I am a Certified Financial Planner™ with a passion for providing customized financial planning solutions to families. I strive to provide advice that is comprehensive, personalized, and unbiased for every client. Throughout my career, I have had the privilege of planning and collaborating with individuals in all stages of their financial journeys, from young and just starting out to those who are happily enjoying retirement.