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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Athens
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
21
non-vetted advisors in your local area. These financial advisors in
Athens, Georgia
have an average of
14
years of experience.
NOTE: The list of financial
advisors in
Athens, Georgia
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Athens, Georgia.
| Qualified Financial Advisors in Athens, Georgia | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Kevin Garrett
AWMA®, CFS INTEGRATED FINANCIAL GROUP 200 Ashford Center North, Suite 400, Atlanta, GA 30338 |
18 | Not Specified | 250,000 | Fee-Based |
| Personal Capital
PERSONAL CAPITAL 3340 Peachtree Road NE, Suite 825, Atlanta, GA 30303 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 5215443
Firm CRD# 6413
Series 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
200 Ashford Center North,
Suite 400,
Atlanta,
GA
30338
Phone Number
770-353-6311
I provide comprehensive financial planning who experience life events such as: 1) Planning & Investing Before and After Retirement 2) A Performance Contract (Typically a Sports or Entertainment Contract) 3) Divorce Settlement 4) Inheritance or Insurance Payout 5) Sale of a Business or Stock Options 6) A Personal Injury Settlement
As a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies around pursuing his clients' goals and dreams for themselves and their families before and during retirement. He specializes in assisting people who find themselves in a life event that is financially impacting their lives such as divorce, death of a spouse, pending retirement, inheritance, stock option grants and employment contracts. We work often with women who are dealing with challenges in their lives, as well as the unique needs of sports and entertainment professionals. Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive Compensation, Risk Management.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
3340 Peachtree Road NE,
Suite 825,
Atlanta,
GA
30303
Phone Number
650-556-1310
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.
Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.
Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.
Advisory Services Provided:Portfolio Management, Wealth Management
Top Financial Advisor Firms in Athens, Georgia (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| CANNON FINANCIAL STRATEGISTS, INC.
649-8 South Milledge Ave, Athens, GA 30605 |
$1,125,380,893 | 2269 |
A percentage of AUM Hourly charges Fixed fees |
| FAMILY WMS, LLC
490 N. Milledge Ave, Athens, GA 30601 |
$779,103,419 | 795 |
A percentage of AUM Hourly charges Fixed fees |
| CARSON ADVISORY GROUP
470 Hill St., Athens, GA 30601 |
$693,656,985 | 1915 |
A percentage of AUM Hourly charges Fixed fees |
| ELWOOD & GOETZ
687 S Milledge Ave, Athens, GA 30605 |
$558,460,716 | 2617 |
A percentage of AUM Hourly charges Fixed fees |
| ELEVATE WEALTH ADVISORY, INC.
190 Hawthorne Park, Athens, GA 30606 |
$312,545,715 | 1598 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Ashley Carney Inquire with Ashley |
225 S Milledge Ave, Athens, GA 30605 | 706-227-4032 |
| Glenn Cook Inquire with Glenn |
1191 Barnett Rdg, Athens, GA 30605 | 706-546-8567 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
225 S Milledge Ave, Athens, GA 30605 | 706-353-0001 |
| Todd Emily Inquire with Todd |
225 S Milledge Ave, Athens, GA 30605 | 706-227-4001 |
| Laura Straehla Inquire with Laura |
225 S Milledge Ave, Athens, GA 30605 | 706-227-4012 |
| Jacqueline Lister Inquire with Jacqueline |
225 S Milledge Ave, Athens, GA 30605 | 706-227-4035 |
| Jack Green Inquire with Jack |
225 S Milledge Ave, Athens, GA 30605 | 706-227-4022 |
| E Dunbar Harrison III Inquire with E |
225 S Milledge Ave, Athens, GA 30605 | 404-365-2617 |
| Trey Faucher III Inquire with Trey |
225 S Milledge Ave, Athens, GA 30605 | 706-227-4020 |
| Judd Doster Inquire with Judd |
225 S Milledge Ave, Athens, GA 30605 | 706-227-4007 |
Grow your AUM with pre-qualified leads!
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