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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA
446 advisers found
AMERICAN WEALTH MANAGEMENT, INC.
Alpharetta, GA
AUM
$310.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
770-392-8741
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
TANDEMGROWTH FINANCIAL ADVISORS, LLC
Alpharetta, GA
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
770-641-6360
AUM
$296.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
404-237-7794
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
BAUGH & ASSOCIATES, LLC
Atlanta, GA
AUM
$294.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
404-256-0268
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
CONSCIOUS WEALTH INVESTMENTS, LLC
Atlanta, GA
AUM
$272.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(404) 826.7747
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
THE JENKINS GROUP
Albany, GA
AUM
$270.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
229-883-8028
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
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
AURORA INVESTMENT COUNSEL
Atlanta, GA
AUM
$252.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
770.226.5323
CHECKS & BALANCES, INC.
Atlanta, GA
AUM
$251.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
404-233-0560
JOURNEY BEYOND WEALTH
Roswell, GA
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
678-331-7900
WEALTH INTELLIGENCE, LLC
Columbus, GA
AUM
$247.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
706-571-2100
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
EXIT WEALTH ADVISORS
Alpharetta, GA
AUM
$243.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-474-8513
ANSON ANALYTICS
Tyrone, GA
AUM
$242.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
678-216-0795
EADS & HEALD WEALTH MANAGEMENT
Atlanta, GA
AUM
$240.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-988-9556
AUM
$238.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
404-405-8080