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Advisors / Georgia / Alpharetta
1yr

Mason Ware

Financial advisor at Wealth With NO Regrets®

Based in Alpharetta, Georgia, Mason Ware is a fiduciary financial advisor with 1 year of industry experience. Mason has been with Wealth With NO Regrets® since 2025. Wealth With NO Regrets® offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.

Alpharetta, GA 30004Fiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office12600 Deerfield Parkway Suite 475, Alpharetta, GA 30004
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$842,438
Advisors at the firm4
States licensed ?1 state

Services through Wealth With NO Regrets®

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2025 – now

Questions to ask Mason

Tailored to Mason’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Mason

How do I contact Mason?

Call Wealth With NO Regrets® at (678) 278-9632 and ask for Mason Ware. Mason works from the Alpharetta, GA office.

How long has Mason been a financial advisor?

Mason has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Mason hold?

Series 65. Tap any license on this page to see what it allows.

Is Mason a fiduciary?

Mason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mason paid?

Wealth With NO Regrets® reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mason for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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