WOODSTOCK WEALTH MANAGEMENT, INC.
Woodstock, GA
AUM
$726.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-279-4468
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in GA, WOODSTOCK
9 advisers found
GOODWIN INVESTMENT ADVISORY
Woodstock, GA
AUM
$397.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-741-2370
FINANCIAL ARCHITECTS, LLC
Woodstock, GA
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-517-8160
LEGACY PARTNERS FINANCIAL GROUP, LLC
Woodstock, GA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
678 388-2233
TURNER WEALTH ADVISORY
Woodstock, GA
AUM
$90.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-751-9296
SUREPATH FINANCIAL SERVICES, LLC
Woodstock, GA
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-924-7071
SHEPHERD FINANCIAL LLC
Woodstock, GA
AUM
$19.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(770) 405-9231
MCAP INVESTMENT MANAGEMENT, LLC
Woodstock, GA
AUM
$169K
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(404) 594-8030
KANAKARIS AND ASSOCIATES
Woodstock, GA
AUM
$7.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-456-5400
Full profileNo website