XCEPTION FAMILY OFFICE
Atlanta, GA
AUM
$189.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
404-524-7900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in GA
446 advisers found
CFS WEALTH MANAGEMENT
Macon, GA
AUM
$189.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
478 471-1875
ELM3 FINANCIAL GROUP, LLC
Alpharetta, GA
AUM
$189.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
678-297-9500
WRIGHT WEALTH LLC
Atlanta, GA
AUM
$188.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
4703731044
FINANCIAL CONSULTANTS GROUP INC
Cumming, GA
AUM
$188.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
770-627-2121
AUM
$187.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-489-0324
ATLAS INVESTMENT ADVISORS
Alpharetta, GA
AUM
$184.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
770-336-6805
GEORGE M. HILLER COMPANIES, LLC
Atlanta, GA
AUM
$183.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-365-0222
TRUE SQUARE FINANCIAL LLC
Atlanta, GA
AUM
$178.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Fixed fees
404-975-2720
NEWCORP WEALTH MANAGEMENT
Alpharetta, GA
AUM
$177.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
404-996-6893
CHANCELLOR WEALTH MANAGEMENT, INC.
Atlanta, GA
AUM
$174.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
770-661-0283
AUM
$168.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
309-370-5577
THE MONITOR GROUP, INC.
Martinez, GA
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
706-854-8040
THE KEYSTONE FINANCIAL ALLIANCE, LLC
Atlanta, GA
AUM
$164.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
404-260-0710
DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT
Fayetteville, GA
AUM
$162.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-461-8191
GUTT FINANCIAL MANAGEMENT, LLC
Atlanta, GA
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
404-237-4188
MARTINWRIGHT ADVISORY, LLC
Atlanta, GA
AUM
$160.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING
404-882-8756
WIREGRASS ASSET MANAGEMENT
Thomasville, GA
AUM
$159.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(229) 226-0111
STARR-MATHEWS FINANCIAL, LLC
Calhoun, GA
AUM
$158.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
706 624 4080
GEORGIA WEALTH PARTNERS, LLC
Griffin, GA
AUM
$157.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-510-5280
THE RENN WEALTH MANAGEMENT GROUP, INC.
Atlanta, GA
AUM
$151.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
404-467-9882
TRADEMARK CAPITAL MANAGEMENT INC.
Watkinsville, GA
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
706-534-2351
UNIFIED INVESTMENT MANAGEMENT
Atlanta, GA
AUM
$150.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(404) 920-4768
PARRISH CAPITAL, LLC
Kennesaw, GA
AUM
$150.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(800) 618-1940