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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
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
AUM
$237.0M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-594-4015
MINERVA PLANNING GROUP
Decatur, GA
AUM
$236.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
404-816-6688
LANIER FINANCIAL GROUP LLC
Athens, GA
AUM
$236.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-882-2628
LEGACY PLANNING ADVISORS, LLC
Suwanee, GA
AUM
$234.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
770-919-2075
AUM
$231.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-444-5122
COMMONWEALTH FINANCIAL PLANNERS INC
Roswell, GA
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
770-399-6644
MRP CAPITAL INVESTMENTS, LLC
Alpharetta, GA
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
404-274-7851
ALDER FINANCIAL GROUP INC
Atlanta, GA
AUM
$224.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
770-563-8207
REICON WEALTH ADVISORS, LLC
Atlanta, GA
AUM
$220.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-328-2120
SAN BLAS ADVISORY, INC.
Atlanta, GA
AUM
$218.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
404.704.0406
GRIFFITH & WERNER, INC.
Canton, GA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
678-901-4167
PARK SQUARE FINANCIAL GROUP LLC
Roswell, GA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
770-641-1401
WEALTH WITH NO REGRETS®
Alpharetta, GA
AUM
$214.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
678-278-9632
PREMIS ADVISORS, LLC
Atlanta, GA
AUM
$213.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
678-666-5380
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
345-749-4505