MAGELLAN PLANNING GROUP
Atlanta, GA
AUM
$210.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
404-257-8811
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in GA
479 advisers found
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
678-561-5462
DANER WEALTH MANAGEMENT, LLC
Alpharetta, GA
AUM
$201.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
404-915-0128
AUM
$200.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
8508934414
ASSET MANAGEMENT GROUP
Cartersville, GA
AUM
$200.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-792-5855
FINANCIAL ARCHITECTS, LLC
Woodstock, GA
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
770-517-8160
TOWNSEND WEALTH MANAGEMENT
Columbus, GA
AUM
$194.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; FINANCIAL PLANNING FOR FIXED FEE
706-221-8200
CAPITAL AND PLANNING, LLC
Jonesboro, GA
AUM
$193.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
678-519-5733
WICKHAM FINANCIAL & INSURANCE SERVICES
Marietta, GA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
770-424-8711
INCOMPASS FINANCIAL PARTNERS, LLC
Alpharetta, GA
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-971-9141
PIERSON WEALTH MANAGEMENT
Atlanta, GA
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
404-233-7272
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
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
RIDGE CAPITAL MANAGEMENT, LLC
John Creek, GA
AUM
$186.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
770-516-7747
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
BEY-DOUGLAS, LLC INVESTMENT COUNSEL
Marietta, GA
AUM
$179.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
770-858-0001
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