KIKER WEALTH MANAGEMENT, LLC
Jasper, GA
AUM
$395.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
706-253-7285
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in GA
233 advisers found
PRIVATE FAMILY WEALTH ADVISORS
Atlanta, GA
AUM
$393.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
404-848-0950
1776 WEALTH LLC
Sandy Springs, GA
AUM
$390.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-257-2730
ELEVATE WEALTH ADVISORY, INC.
Athens, GA
AUM
$385.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
706-353-2728
CHRISTY CAPITAL MANAGEMENT, INC.
Macon, GA
AUM
$376.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
478-314-2160
RESURGENT ADVISORS
Atlanta, GA
AUM
$354.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
404-654-0531
SOUTHBRIDGE ADVISORS, LLC
Marieta, GA
AUM
$353.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866-797-8693
AP WEALTH MANAGEMENT
Augusta, GA
AUM
$339.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
706-364-4281
BAER WEALTH MANAGEMENT
Marietta, GA
AUM
$334.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
770-984-2312
DAI WEALTH, LLC
Atlanta, GA
AUM
$330.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
404-531-7080
MPWM ADVISORY SOLUTIONS LLC
Alpharetta, GA
AUM
$326.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
678-566-4001
WYNN CAPITAL
Augusta, GA
AUM
$320.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
706-869-3451
PROACTIVE WEALTH STRATEGIES, LLC
Marietta, GA
AUM
$315.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-971-4142
COMPASS WEALTH MANAGEMENT, LLC
Atlanta, GA
AUM
$307.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
678-619-2364
MONTEREY WEALTH
Atlanta, GA
AUM
$300.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-201-2284
ESTATE MANAGEMENT COUNSELORS,LLC
Atlanta, GA
AUM
$294.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-250-9798
VERISAIL PARTNERS, LLC
Chamblee, GA
AUM
$283.6M
Financial PlanningWealth MgmtRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
404-220-7662
BANYAN CAPITAL MANAGEMENT, INC.
Atlanta, GA
AUM
$281.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
770-951-2129
BULL STREET ADVISORS
Savannah, GA
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
912-441-5185
C.W. O'CONNER WEALTH ADVISORS, INC.
Duluth, GA
AUM
$264.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
770-368-9919
ABLES, IANNONE, MOORE & ASSOCIATES, INC.
Savannah, GA
AUM
$258.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
912-777-4128
BUSH WEALTH MANAGEMENT
Valdosta, GA
AUM
$258.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
229-247-1474
KEYSTONE FINANCIAL GROUP, INC.
Atlanta, GA
AUM
$247.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-698-9816
INTEGRAS PARTNERS, LLC
Alpharetta, GA
AUM
$244.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
404-941-2800