HOLCOMB FINANCIAL
Canton, GA
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-268-0479
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
JOHN MASTERS, CPA, PC
Atlanta, GA
AUM
$4.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
404-240-0048
MENSAH FINANCE GROUP, LLC
Atlanta, GA
AUM
$3.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
678-821-2950
LEGACYBRIDGE WEALTH MANAGEMENT, LLC
Savannah, GA
AUM
$3.5M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
912-600-2022
MANN ADVISORY SERVICES, LLC
Evans, GA
AUM
$3.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
706-250-0085
BJM FINANCIAL INC
Duluth, GA
AUM
$3.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(678) 369-6229
INFINITY FINANCIAL WEALTH MANAGEMENT LLC
Norcross, GA
AUM
$2.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
678-548-4511
CORNERS FINANCIAL PLANNING, LLC
Peachtree Corners, GA
AUM
$2.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(404) 783-4403
FERN IMPACT ADVISORS, LLC
Duluth, GA
AUM
$1.7M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
9144717345
EDWARD WEALTH PARTNERS
Lithia Springs, GA
AUM
$1.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-919-8916
RIDGEBACK WEALTH MANAGEMENT
Peachtree City, GA
AUM
$1.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
(770) 202-1288
DALTON WEALTH PLANNERS
Dalton, GA
AUM
$1.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(706) 719-4261
FINANCIAL LAB
Decatur, GA
AUM
$1.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
404-552-2992
SOINA FINANCIAL GROUP, LLC
Alpharetta, GA
AUM
$1.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
267-457-4644
DUE WEST WEALTH ADVISORS LLC
Marietta, GA
AUM
$1.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(470) 416-1617
MCC WEALTH
Atlanta, GA
AUM
$865K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
404-446-4362
MERANTI CAPITAL PARTNERS, INC.
Atlanta, GA
AUM
$855K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
678-470-4241
DELTA CAPITAL
Santana De ParnaíBa, SãO Paulo, GA
AUM
$766K
Financial Planning
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
11-5562-7373
CORE CAPITAL MARKETS, LLC
Atlanta, GA
AUM
$657K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
404-735-8851
TRANSFORMATION WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$512K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
770-874-9959
AVANT GARDE CAPITAL
Atlanta, GA
AUM
$472K
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
800-422-0469
CAPITALWIZE, LLC
Atlanta, GA
AUM
$272K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
800-835-0863
MCAP INVESTMENT MANAGEMENT, LLC
Woodstock, GA
AUM
$169K
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(404) 594-8030
BLUEPRISM WEALTH MANAGEMENT LLC
Johns Creek, GA
AUM
$160K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
470-424-0303