How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Brunswick, Georgia

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Brunswick, Georgia, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Brunswick, Georgia

Brunswick has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Brunswick, Georgia have an average of 28 years of experience.

NOTE: The list of vetted financial advisors in Brunswick, 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 Brunswick, Georgia.

Qualified Financial Advisors in Brunswick, Georgia

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
David H. MorganCEP^®, CFF, MSFS, CEA, RMAR.E.A.P., Llc4651 Salisbury RoadJacksonville, FL 32256	28 Years	$0	$25,000	Fee-Based

Financial Advisor

David H. MorganCEP^®, CFF, MSFS, CEA, RMAR.E.A.P., Llc4651 Salisbury RoadJacksonville, FL 32256

Experience28 Years

AUM$0

Minimum Assets$25,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Brunswick, Georgia

VETTED

David H. MorganCEP^®, CFF, MSFS, CEA, RMA

R.E.A.P., Llc

About David H. Morgan

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning.

Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife.

Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.

https://reap.seminarsoncall.com

About R.E.A.P., Llc

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)

We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.

REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:

Asset Protection and Preservation

Estate Tax Limitation or Reduction

Wealth and Estate Transfer Planning

Individual and Family Trust Planning

Planning for Disability or Incompetence

Capital Gains Tax Reduction

Reduction of Taxes on Social Security Benefits

Income Tax Reduction and Increasing Spendable Income

Seminars Specializing in Estate, Income, Financial & Tax

Advisory Issues

Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.

Qualifications

CRD# 1162104 Firm CRD# 146512Series 65

Compensation/Fee

Fee-Based

Office Location

4651 Salisbury Road,Suite 400,Jacksonville,FL 32256

Phone Number

386-793-8981

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Brunswick, Georgia

Brunswick, Georgia is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Brunswick, Georgia are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Brunswick, Georgia, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


INVESCO ADVISERS, INC.Atlanta, GA	2895	38517	$746,325,416,693	A percentage of AUM, Performance Based
TRUIST ADVISORY SERVICES, INC.Atlanta, GA	2105	124201	$61,369,856,545	A percentage of AUM, Fixed fees
EARNEST PARTNERS, LLCAtlanta, GA	44	7542	$35,289,452,223	A percentage of AUM, Performance Based
VOYA INVESTMENT MANAGEMENT LLCAtlanta, GA	879	39	$33,827,869,628	A percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
ATLANTA CAPITALAtlanta, GA	28	12286	$33,178,196,876	A percentage of AUM, Performance Based
ROARK CAPITAL MANAGEMENT, LLCAtlanta, GA	123	14	$31,927,560,154	A percentage of AUM, Performance Based
ATLANTA CONSULTING GROUP ADVISORS, LLCAtlanta, GA	24	410	$13,598,587,500	A percentage of AUM, Fixed fees, Commission Based
IRA GROUP, INC.Atlanta, GA	17	630	$13,197,612,044	A percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES)
ANGEL OAK CAPITAL ADVISORS, LLCAtlanta, GA	78	49	$10,374,449,774	A percentage of AUM, Fixed fees, Performance Based
VIDENT ASSET MANAGEMENTAlpharetta, GA	21	938	$8,989,806,701	A percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
CRAWFORD INVESTMENT COUNSEL INCAtlanta, GA	53	4070	$7,729,583,314	A percentage of AUM, Fixed fees, Performance Based
SIGNATUREFD, LLCAtlanta, GA	108	9871	$7,245,750,124	A percentage of AUM, Hourly charges, Fixed fees
JAMESTOWN, L.P.Atlanta, GA	205	18	$7,076,357,188	A percentage of AUM, Fixed fees, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
ASSET PRESERVATION ADVISORS, LLCAtlanta, GA	25	2149	$6,927,938,831	A percentage of AUM, Fixed fees
NICHOLAS HOFFMAN & COMPANY, LLCAtlanta, GA	23	2124	$6,681,567,764	A percentage of AUM, Fixed fees

Firm Name

INVESCO ADVISERS, INC.Atlanta, GA

No. of Advisors2895

AUM$746,325,416,693

No. of Clients38517

Fee StructureA percentage of AUM, Performance Based

Firm Name

TRUIST ADVISORY SERVICES, INC.Atlanta, GA

No. of Advisors2105

AUM$61,369,856,545

No. of Clients124201

Fee StructureA percentage of AUM, Fixed fees

Firm Name

EARNEST PARTNERS, LLCAtlanta, GA

No. of Advisors44

AUM$35,289,452,223

No. of Clients7542

Fee StructureA percentage of AUM, Performance Based

Firm Name

VOYA INVESTMENT MANAGEMENT LLCAtlanta, GA

No. of Advisors879

AUM$33,827,869,628

No. of Clients39

Fee StructureA percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)

Firm Name

ATLANTA CAPITALAtlanta, GA

No. of Advisors28

AUM$33,178,196,876

No. of Clients12286

Fee StructureA percentage of AUM, Performance Based

Firm Name

ROARK CAPITAL MANAGEMENT, LLCAtlanta, GA

No. of Advisors123

AUM$31,927,560,154

No. of Clients14

Fee StructureA percentage of AUM, Performance Based

Firm Name

ATLANTA CONSULTING GROUP ADVISORS, LLCAtlanta, GA

No. of Advisors24

AUM$13,598,587,500

No. of Clients410

Fee StructureA percentage of AUM, Fixed fees, Commission Based

Firm Name

IRA GROUP, INC.Atlanta, GA

No. of Advisors17

AUM$13,197,612,044

No. of Clients630

Fee StructureA percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES)

Firm Name

ANGEL OAK CAPITAL ADVISORS, LLCAtlanta, GA

No. of Advisors78

AUM$10,374,449,774

No. of Clients49

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

VIDENT ASSET MANAGEMENTAlpharetta, GA

No. of Advisors21

AUM$8,989,806,701

No. of Clients938

Fee StructureA percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)

Firm Name

CRAWFORD INVESTMENT COUNSEL INCAtlanta, GA

No. of Advisors53

AUM$7,729,583,314

No. of Clients4070

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

SIGNATUREFD, LLCAtlanta, GA

No. of Advisors108

AUM$7,245,750,124

No. of Clients9871

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

JAMESTOWN, L.P.Atlanta, GA

No. of Advisors205

AUM$7,076,357,188

No. of Clients18

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)

Firm Name

ASSET PRESERVATION ADVISORS, LLCAtlanta, GA

No. of Advisors25

AUM$6,927,938,831

No. of Clients2149

Fee StructureA percentage of AUM, Fixed fees

Firm Name

NICHOLAS HOFFMAN & COMPANY, LLCAtlanta, GA

No. of Advisors23

AUM$6,681,567,764

No. of Clients2124

Fee StructureA percentage of AUM, Fixed fees

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?