WILSON FINANCIAL GROUP, LLC
Suwanee, GA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(770) 447-9426
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA
446 advisers found
UL WEALTH LLC
Valdosta, GA
AUM
$49.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
229-262-1990
CONTEMPORARY FINANCIAL PLANNING
Blairsville, GA
AUM
$48.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(904)217-6377
HURST WEALTH ADVISORS, PC
Douglas, GA
AUM
$46.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
912-384-3322
SMARR FINANCIAL SERVICES INC.
Atlanta, GA
AUM
$45.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-601-2815
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
BLAKE FINANCIAL COUNSEL, LLC
Atlanta, GA
AUM
$44.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
404-667-3494
BDM INVESTMENTS, INC.
Kennesaw, GA
AUM
$44.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
770-424-9700
BAKER WEALTH GROUP LLC
Lagrange, GA
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(706) 247-8485
PARAMOUNT INVESTMENT ADVISORS
Buford, GA
AUM
$42.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(678) 865-4227
CIGX, LLC
Atlanta, GA
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
770-374-3146
COLLINS/MOODY FINANCIAL SERVICES, L.L.C.
Athens, GA
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
706-543-3493
LYLES WEALTH MANAGEMENT LLC
Calhoun, GA
AUM
$41.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-630-9259
AE FINANCIAL & RISK MANAGEMENT, INC.
Alpharetta, GA
AUM
$40.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-338-4396
PAYNE FINANCIAL MANAGEMENT, L.L.C.
Kennesaw, GA
AUM
$39.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
678-570-2899
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
BRIGHTER INVESTING, PB LLC
Atlanta, GA
AUM
$38.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(404) 410-0645
NORTHSTAR INVESTMENT PARTNERS
Alpharetta, GA
AUM
$37.5M
Financial PlanningWealth Mgmt
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
770-559-6220
PREMIER FINANCIAL ADVISORY SERVICES, LLC
Suwanee, GA
AUM
$37.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
404-921-9755
FELTON & PEEL WEALTH MANAGEMENT, INC.
Atlanta, GA
AUM
$34.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
404-424-9570
EARN INTO WEALTH STRATEGIES
Atlanta, GA
AUM
$34.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
646-494-6220
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
CLARIS FINANCIAL ADVISORS, INC.
Atlanta, GA
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-934-8686
RELIASTAR CAPITAL MANAGEMENT, INC.
Dawsonville, GA
AUM
$33.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
678-288-4520