SANDERS & SCOTT, CHFC
Watkinsville, GA
AUM
$148.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
770-760-8933
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in GA
233 advisers found
PEACHCAP TAX & ADVISORY, LLC
Atlanta, GA
AUM
$147.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
404-220-8958
AUM
$140.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404-965-3578
ST. JOHN & ASSOCIATES, INC.
Roswell, GA
AUM
$128.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
770-642-7631
AUM
$114.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
908-464-3060
FULLY FINANCIAL
Athens, GA
AUM
$111.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(706) 389-8426
EVANS WEALTH MANAGEMENT
Duluth, GA
AUM
$111.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-828-8303
BEACON FINANCIAL ADVISERS, INC.
Conyers, GA
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-750-1700
HORSE COVE PARTNERS LLC
Atlanta, GA
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
678-905-5723
WEALTH ENGAGEMENT
Atlanta, GA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(917) 826-5955
CARTER, TERRY & COMPANY, INC.
Atlanta, GA
AUM
$104.0M
Wealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM
404-364-2070
AUM
$100.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-933-2722
CRESCENT WEALTH ADVISORY, LLC
Atlanta, GA
AUM
$99.0M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
770-431-1260
MERSEREAU, LAZENBY & ROCKAS, L.L.C.
Suwanee, GA
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
770-614-6800
AVID WEALTH MANAGEMENT GROUP, LLC
Atlanta, GA
AUM
$96.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; FEE SPLITS PURSUANT TO SOLICITATION AGREEMENTS
678.306.1209
WEALTH 360, LLC
Buford, GA
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
678-392-1155
BARNARD FINANCIAL GROUP, LLC
Roswell, GA
AUM
$94.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
770-992-1119
NORA WEALTH
Atlanta, GA
AUM
$83.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
404-475-4870
CENTURION ADVISORY GROUP, INC
Suwanee, GA
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
770-817-0525
HOLLAND FINANCIAL SERVICES, INC.
Athens, GA
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
706-369-8888
ARKIN FINANCIAL ADVISORS, LLC
Savannah, GA
AUM
$75.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
912-356-9222
AUM
$75.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 781-1219
CULBRETH WEALTH MANAGEMENT
Dacula, GA
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-979-1301
GLOBAL INVESTMENT ADVISORY
Mcdonough, GA
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(678) 583-1120