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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
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
ABG FINANCIAL SERVICES, INC.
Atlanta, GA
AUM
$9.8M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
888-463-0440
WELCH FINANCIAL INVESTMENTS, LLC
Atlanta, GA
AUM
$9.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
404-591-6777
VETWORTH
Peachtree City, GA
AUM
$9.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Fixed fees
404-907-0070
MASON WESTBRIDGE ASSET MANAGEMENT LLC
Peachtree Corners, GA
AUM
$9.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
404-754-3956
AEGIS CAPITAL GROUP
Atlanta, GA
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-884-4734
ZUMA CAPITAL MANAGEMENT, LLC
Chamblee, GA
AUM
$8.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-989-6705
REAGAN FINANCIAL PLANNING LLC
Oxford, GA
AUM
$8.4M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; ASSET BASED FEE FOR INVESTMENT CONSULTING
770-784-1893
HORIZON ADVISORS, LLC
Rome, GA
AUM
$8.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
706-807-5250
BLUESTONE WEALTH PLANNING, LLC
Atlanta, GA
AUM
$8.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
4044411015
FINACURA ADVISORY LLC
Cumming, GA
AUM
$7.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
813-505-0830
JPG WEALTH MANAGEMENT, LLC
Marietta, GA
AUM
$7.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
470-531-1818
GAINES CAPITAL MANAGEMENT
Atlanta, GA
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-443-3834
KENWYCK CAPITAL
Marietta, GA
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-567-6001
LATITUDE INVESTMENT GROUP
Alpharetta, GA
AUM
$6.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(248) 202-6081
VISION FINANCIAL CONCEPTS
Athens, GA
AUM
$5.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
706-613-2474
BLOSSOM BALANCE LLC
Gainesville, GA
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-408-1020