Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
Personalized advice for portfolio size
of 100K & above
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
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
21
non-vetted advisors in your local area. These financial advisors in
Athens,
Georgia
have an average of
16
years of experience.
NOTE: The list of vetted financial
advisors in
Athens,
Georgia
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 18 Years | $6,000,000,000 | $250,000 | Fee-Only | |
| Not Disclosed | Not Specified | $100,000 | Fee-Only | |
|
Peter Baines
CLTC®, RICP® WEALTHLINK ADVISORS/NORTHWESTERN MUTUAL 3440 Preston Ridge Road, Suite 325, Alpharetta, GA 30005 |
14 Years | $60,000,000 | $250,000 | Fee-Based |
| Not Disclosed | Not Specified | $150,000 | Fee-Only | |
|
Kevin Garrett
AWMA®, CFS INTEGRATED FINANCIAL GROUP 200 Ashford Center North, Suite 400, Atlanta, GA 30338 |
18 Years | Not Specified | $250,000 | Fee-Based |
Qualifications
CRD# 4970743
Firm CRD# 325196
Series 66
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
2098 Teron Trace,
Ste. 700,
Dacula,
GA
30019
Phone Number
770-979-1301
Paul Culbreth graduated from Georgia Southern University with a major in Finance in 2005. He immediately joined his father's practice and has served as a financial advisor for 18 years, and a Certified Financial Planner® for 11 years. Paul enjoys helping clients achieve their goals and objectives and manage risk along the way. Paul has significant experience in risk management of investment portfolios and assisting clients in navigating the peaks and valleys of economic business cycles. He is uniquely positioned with an extensive background in insurance providing him the expertise necessary to provide fiduciary reviews of life insurance and annuity products.
Culbreth Wealth Management, LLC is a Registered Investment Advisor, registered in the states of Georgia, Florida, South Carolina, North Carolina and Tennessee with over 18 years of experience. Culbreth Wealth Management specializes in Wealth Management and Financial Planning. Additionally, Culbreth Wealth Management conducts fiduciary reviews of existing life insurance and annuity products and does planning for the placement of commission-free life insurance and annuity products. Culbreth Wealth Management acts as a fiduciary for its clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 146051
Compensation/Fee Fee-Only
Office Location
230 Main Street SW,
Gainesville,
GA
30501
Phone Number
770-535-5000
Moore's Wealth Management is a local, family-owned firm with offices in Gainesville, Cumming and Athens, Georgia. Our advisors specialize in helping pre-retirees and the retirement community through both conservative and proactive investment management services. At Moore's Wealth Management, we help our clients build retirement plans that fit their lives. We're proud to have a tradition that we have passed along to generations of advisors within our firm through our succession plan so that the families and communities we serve can expect seamless service and advice. In the end, our goal is to address the only truly common bond that connects all of our clients: the opportunity for peace of mind when it comes to their retirement. We are committed to providing our clients with the highest level of care possible and to treating you like family by protecting your hard-earned assets as we would our own. We hold ourselves accountable to a higher standard - a standard of putting your needs first and foremost, regardless of the time or cost.
Qualifications
CRD# 3024088
Firm CRD# 2881
Series 6, 7, 63
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
3440 Preston Ridge Road,
Suite 325,
Alpharetta,
GA
30005
Phone Number
404-846-3608
Since 2009, Peter Baines has been helping individuals, families, and business owners with comprehensive wealth planning. By implementing tax advantaged wealth accumulation strategies, Peter and his team create integrated long-term financial plans that incorporate investments and insurance.
Wealthlink Advisors is a boutique Wealth Management company affiliated with Northwestern Mutual. Our team specializes in comprehensive financial planning.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities
Qualifications
CRD# 4935902
Firm CRD# 25803
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
420 Majestic Cove,
Milton,
GA
30004
Phone Number
315-427-0512
Craig is the founder and Managing Partner of Locust Lane. Craig has over 15 years of financial services experience, specializing in investment and wealth management. Craig is focused on helping individuals, families and retirement plan sponsors achieve their financial goals. As a fiduciary, Craig utilizes an evidence-based approach to constructing and managing client portfolios. Craig graduated from Syracuse University with a BS in Finance, as well as the University of Rochester, receiving an MBA in Finance. Craig resides in Milton, GA with his wife and three children.
Locust Lane Wealth Management is an investment advisory firm serving the investment needs of families, institutions and financial professionals. As evidence-based investors, we construct and manage customized risk-appropriate investment portfolios based on Nobel Prize winning research. Our transparent approach is backed by decades of research. To construct portfolios, Locust Lane mainly utilizes Dimensional Fund Advisors (DFA) funds. We believe DFA funds offer the investor the best probability to maximize their expected returns given their specific risk-profile. Our portfolios offer a globally diversified mix of passively managed funds that are low-cost and tax-efficient.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services
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, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 25 | 2269 | $1,125,380,893 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 795 | $779,103,419 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 1915 | $693,656,985 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 21 | 2617 | $558,460,716 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 11 | 1598 | $312,545,715 | A percentage of AUM, Hourly charges, Fixed fees
|
A financial advisor is a professional who provides financial services (i.e. financial planning, creating investment strategies, wealth management, retirement planning, etc.) to clients based on their specific circumstances and financial goals. As a Georgia resident, you may need the help of a financial advisor if you need personalized guidance in achieving your financial objectives or help to make more informed financial decisions. To learn more, explore this guide on why and when you may need a financial advisor.
To find a reputable financial advisor in Georgia, you can start by asking for referrals from friends and family members who have worked with financial advisors in the past. You can also research financial advisors online using respected regulatory organizations like FINRA and the SEC., look for credentials such as the Certified Financial Planner (CFP) designation, and verify that the advisor is licensed and registered with the Georgia Securities Division. For a convenient and reliable option, we recommend using the free financial advisor match tool that helps you to connect with pre-screened and vetted advisors specifically matched to your financial goals.
Before working with a financial advisor in Georgia, it's recommended to ask them about their experience, areas of expertise, investment philosophy, method of compensation, and approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently, and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.
The cost of financial advisor services in Georgia can vary depending on a variety of factors, such as the complexity of your financial situation and the level of service you require. Some advisors can charge fees based on a percentage of assets under management, or a flat fee for their services. Alternatively, Some advisors use a combination of commissions and fees or earn solely commissions by selling financial products. It's important to understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.
A financial advisor in Georgia can help you with a variety of investments, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. The specific investments an advisor may recommend will depend on your goals, risk tolerance, market conditions, and more. It's important to work with an advisor who can help you develop a diversified investment strategy that aligns with your financial goals. If you are looking to improve your investment strategies, read Why Professional Investment Management May Be Right For You.
From a financial advisor in Georgia, you should expect personalized guidance tailored to your specific financial situation and goals. They will help you create a personalized financial plan that takes into account factors such as your income, expenses, investments, and risk tolerance. A financial advisor will also provide ongoing support, regularly review and adjust your plan as needed, and keep you informed about market trends and relevant financial opportunities. They should act in your best interest, provide transparent fee structures, and communicate clearly and effectively. To learn more, explore what a financial advisor can do for you.
