BUTLER-DAVIS FINANCIAL GROUP, LLC
Covington, GA
AUM
$44K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
678-942-6610
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
FLOYD GREEN FINANCIAL SERVICES, INC.
Atlanta, GA
AUM
$15K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-457-2550
ASCENSION WEALTH ADVISORS
Marietta, GA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; PORTION OF FEES CHARGED BY THIRD PARTY INVESTMENT ADVISERS
770-801-9500
INCEPTIVE FINANCIAL
Atlanta, GA
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
803-414-7643
KL FINANCIAL LLC
Palmetto, GA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges
770-463-2781
AUM
$410.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(901) 229-2132
Full profileNo website
GALLERIA FINANCIAL ADVISORS, LLC
Atlanta, GA
AUM
$239.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
770-790-3714
Full profileNo website
COVEY CAPITAL ADVISORS, LLC
Atlanta, GA
AUM
$156.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
404-442-2772
Full profileNo website
AUM
$141.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
404-808-5414
Full profileNo website
WASSAW SOUND MANAGEMENT, LLC
Savannah, GA
AUM
$122.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-831-5109
Full profileNo website
STRICKLAND DAVIS ADVISORS LLC
Marietta, GA
AUM
$121.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
770-977-6892
Full profileNo website
AUM
$117.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-475-3701
Full profileNo website
WILLIAMSON ADVISORY SERVICES, INC.
Marietta, GA
AUM
$108.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
404-719-4222
Full profileNo website
LEGACY PARTNER GROUP
Duluth, GA
AUM
$85.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
770 262 2663
Full profileNo website
ISLAND ASSET MANAGEMENT, LLC
Saint Simons Island, GA
AUM
$79.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(912) 268-4343
Full profileNo website
ATLAS INVESTMENT ADVISORY LLC
Canton, GA
AUM
$77.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-289-9116
Full profileNo website
JANSSON FINANCIAL SVCS
Warner Robins, GA
AUM
$74.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
478-923-9900
Full profileNo website
SUNGLOW WEALTH ADVISORY LLC
Snellville, GA
AUM
$73.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
770-696-5937
Full profileNo website
KDHB V CAPITAL MANAGEMENT, LLC
Atlanta, GA
AUM
$54.8M
Trusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-815-4533
Full profileNo website
CN WEALTH MANAGEMENT, LLC
Alpharetta, GA
AUM
$52.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
678-242-5253
Full profileNo website
BALES FINANCIAL ADVISORS, INC
Cumming, GA
AUM
$51.1M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
678-807-7157
Full profileNo website
CAPITAL INVESTMENT PARTNERS LLC
Gainesville, GA
AUM
$49.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
678-622-1676
Full profileNo website
CG MATON ADVISORY, INC.
Alpharetta, GA
AUM
$45.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
678-297-1217
Full profileNo website
WILLIAMS WEALTH MANAGEMENT, INC.
Augusta, GA
AUM
$41.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(706) 840-0304
Full profileNo website