AUM
$109.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
615-482-1599
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA
446 advisers found
ARCH PARTNERS WEALTH MANAGEMENT, INC.
Watkinsville, GA
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
706-850-8877
BEACON FINANCIAL ADVISERS, INC.
Conyers, GA
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-750-1700
CAPITAL ENDURANCE GROUP, INC
Alpharetta, GA
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
470-375-6663
HORSE COVE PARTNERS LLC
Atlanta, GA
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
678-905-5723
WEALTH ENGAGEMENT
Atlanta, GA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(917) 826-5955
AUM
$104.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
616-600-4517
AUM
$100.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-933-2722
MERSEREAU, LAZENBY & ROCKAS, L.L.C.
Suwanee, GA
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
770-614-6800
BROWN WEALTH MANAGEMENT, LLC
Conyers, GA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-918-0702
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
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
WEALTH 360, LLC
Buford, GA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-392-1155
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
Alpharetta, GA
AUM
$94.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
678-202-0490
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
FLEMING WEALTH MANAGEMENT, LLC
Johns Creek, GA
AUM
$89.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
678-597-4254
ARC ASSET MANAGEMENT LLC
Atlanta, GA
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-793-7553
MICHAEL L. BALL, CPA, LLC
Atlanta, GA
AUM
$86.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-479-7890
OMEGA ADVISORY LLC
Cumming, GA
AUM
$83.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
770-361-3034
NORA WEALTH
Atlanta, GA
AUM
$83.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-475-4870
CIRCA CAPITAL, LLC
Alpharetta, GA
AUM
$83.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
770-500-0888
CENTURION ADVISORY GROUP, INC
Suwanee, GA
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
770-817-0525
HOLLAND FINANCIAL SERVICES, INC.
Athens, GA
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
706-369-8888
CHRISTIAN VALUES INVESTING, INC.
Statesboro, GA
AUM
$75.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
912-764-4435