RELATIVITY CAPITAL ADVISORS, LLC
Greensboro, GA
AUM
$22.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
706-352-4112
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA
446 advisers found
TWO TWELVE PLANNING, INC.
Senoia, GA
AUM
$22.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-840-9595
HALL FINANCIAL ADVISORS, PC
Kennesaw, GA
AUM
$22.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
678-819-3500
J.A. LAWRENCE WEALTH MANAGEMENT
Atlanta, GA
AUM
$20.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
630-999-6003
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
FLUID FINANCIAL PLANNING, LLC
Columbus, GA
AUM
$19.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(706) 332-2544
BROWN CAPITAL ADVISORS, LLC
Marietta, GA
AUM
$19.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(770) 462-2747
HWM WEALTH MANAGEMENT LLC
Atlanta, GA
AUM
$18.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
404-796-9018
JOEL SMITH & ASSOCIATES, LLC
Atlanta, GA
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
678-627-8300
MAIN STREET FINANCIAL GROUP LLC
Atlanta, GA
AUM
$18.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
678-436-8760
RORA WEALTH, INC.
Atlanta, GA
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(404) 967-0727
HALLEY HILL WEALTH MANAGEMENT LLC
Perry, GA
AUM
$17.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
478-235-2674
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
RICH & COMPANY LLC
Milton, GA
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-284-5684
LIFETIME STRATEGIES, LLC
Griffin, GA
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
770-228-0777
ONE SOURCE ADVISORY SERVICES, LLC
Decatur, GA
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-230-8451
CWPIM
Alpharetta, GA
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-596-2692
CRESFUND ADVISORS
Dunwoody, GA
AUM
$13.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770.288.5569
AVERE WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
470-231-1299
CHOICE WEALTH MANAGEMENT, LLC
Johns Creek, GA
AUM
$12.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(404) 475-2675
BRANNEN & LYLE INVESTMENT COMPANY
Bainbridge, GA
AUM
$12.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
229-246-1775
POLARIS ASSET MANAGEMENT, LLC
Sugar Hill, GA
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(678) 333-5626
PORTER WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-270-7542
STEELE FINANCIAL STUDIOS
Atlanta, GA
AUM
$10.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
404-850-4010