AFS WEALTH MANAGEMENT LLC
Watkinsville, GA
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(770) 554-8344
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
WINDEMERE ADVISORS, LLC
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
BLUEPRINT FINANCIAL STRATEGIES, LLC
Eatonton, GA
AUM
$23.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
706-927-6332
WESTHOLLOW WEALTH MANAGEMENT
Milton, GA
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(770) 585-0260
FOOTLAMP
Atlanta, GA
AUM
$23.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(404) 476-2236
BEALL FINANCIAL PLANNING, INC.
Macon, GA
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
478-743-9023
LEECHGARY ASSET MANAGEMENT LLC
Atlanta, GA
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
404-394-0001
PSALM CAPITAL
Atlanta, GA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
770-318-9737
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
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