Falists

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Filter by name, location, or specialty. All data from public SEC filings.

675 advisers found

PR SQUARED WEALTH MANAGEMENT LLC

Atlanta, GA

AUM

$12.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(678) 719-2735

Full profileNo website

LIFE'S BUSINESS, INC.

Atlanta, GA

AUM

$7.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

770-481-0903

Full profileNo website

KANAKARIS AND ASSOCIATES

Woodstock, GA

AUM

$7.5M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

678-456-5400

Full profileNo website

ELL WESS ADVISORS

Atlanta, GA

AUM

$5.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

(770) 280-9915

Full profileNo website

HARPER FINANCIAL GROUP

Tifton, GA

AUM

$4.8M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

229-382-0966

Full profileNo website

ATTEND WEALTH

Atlanta, GA

AUM

$2.3M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

281 541 4808

Full profileNo website

BQS MANAGEMENT LLC

Atlanta, GA

AUM

$1.9M

Wealth MgmtInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

404-964-4646

Full profileNo website

THE GREEN GROUP FINANCE, LLC

Lawrenceville, GA

AUM

$727K

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

678-737-1513

Full profileNo website
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