JOURNEY BEYOND WEALTH
Roswell, GA
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
678-331-7900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA, ROSWELL
11 advisers found
COMMONWEALTH FINANCIAL PLANNERS INC
Roswell, GA
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
770-399-6644
PARK SQUARE FINANCIAL GROUP LLC
Roswell, GA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-641-1401
ST. JOHN & ASSOCIATES, INC.
Roswell, GA
AUM
$128.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-642-7631
VICKERY CREEK CAPITAL MANAGEMENT
Roswell, GA
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
678-387-1820
BARNARD FINANCIAL GROUP, LLC
Roswell, GA
AUM
$94.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
770-992-1119
BELLA WEALTH MANAGEMENT, LLC
Roswell, GA
AUM
$73.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
770-545-8881
DBA OLSON ASSOCIATES
Roswell, GA
AUM
$71.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
770-740-8744
CEDAR VALLEY CAPITAL LLC
Roswell, GA
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-905-5204
STONEWALL ASSET MGMT., INC.
Roswell, GA
AUM
$39.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
770-667-5767
ASSET GUIDANCE GROUP, LLC
Roswell, GA
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
404-348-4120