IMPACT PARTNERSHIP WEALTH, LLC
Marietta, GA
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
89 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-380-5040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA, MARIETTA
23 advisers found
NARWHAL CAPITAL MANAGEMENT
Marietta, GA
AUM
$2.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(770) 344-0172
MARIETTA WEALTH MANAGEMENT, LLC
Marietta, GA
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
404-549-6930
AMERICAN FINANCIAL ADVISORS, LLC.
Marietta, GA
AUM
$950.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-977-2434
NICHOLAS WEALTH MANAGEMENT
Marietta, GA
AUM
$739.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
404-890-5606
WISER WEALTH MANAGEMENT, INC
Marietta, GA
AUM
$513.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
678-905-4450
PAUL MANNERS & ASSOCIATES, INC.
Marietta, GA
AUM
$349.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-231-8611
BAER WEALTH MANAGEMENT
Marietta, GA
AUM
$334.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
770-984-2312
PROACTIVE WEALTH STRATEGIES, LLC
Marietta, GA
AUM
$315.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-971-4142
WICKHAM FINANCIAL & INSURANCE SERVICES
Marietta, GA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
770-424-8711
BEY-DOUGLAS, LLC INVESTMENT COUNSEL
Marietta, GA
AUM
$179.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
770-858-0001
SENTARA CAPITAL
Marietta, GA
AUM
$119.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(770) 509-5305
REV CAPITAL, LLC
Marietta, GA
AUM
$56.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
678-456-5546
CAPITAL MANAGEMENT ADVISORS INC
Marietta, GA
AUM
$52.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-422-4606
THIRD ACT RETIREMENT PLANNING, INC.
Marietta, GA
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-971-2888
BROWN CAPITAL ADVISORS, LLC
Marietta, GA
AUM
$19.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(770) 462-2747
JPG WEALTH MANAGEMENT, LLC
Marietta, GA
AUM
$7.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
470-531-1818
KENWYCK CAPITAL
Marietta, GA
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-567-6001
DUE WEST WEALTH ADVISORS LLC
Marietta, GA
AUM
$1.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(470) 416-1617
ASCENSION WEALTH ADVISORS
Marietta, GA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; PORTION OF FEES CHARGED BY THIRD PARTY INVESTMENT ADVISERS
770-801-9500
STRICKLAND DAVIS ADVISORS LLC
Marietta, GA
AUM
$121.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
770-977-6892
Full profileNo website
WILLIAMSON ADVISORY SERVICES, INC.
Marietta, GA
AUM
$108.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
404-719-4222
Full profileNo website
ANOVEST INVESTMENT ADVISORS
Marietta, GA
AUM
$39.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-971-7117
Full profileNo website