Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

3 advisers found

Valdosta, GA

AUM

$258.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

229-247-1474

Valdosta, GA

AUM

$49.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

229-262-1990

Valdosta, GA

AUM

$23.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(229) 241-0576