Cumming, GA
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Find Top Financial Advisors in Cumming, Georgia

Cumming, Georgia is "Small town heart, Big city spirit". Situated in the suburban area just outside of the Atlanta metropolitan area, Cumming has a cost of living 7% lower than the national average. Cumming is one of the best places to live in Georgia. It's an ideal town to work, raise a family, and retire in. Since the cost of living is so much lower in Cumming than the surrounding Atlanta area, retaining the services of a financial advisor may prove to be helpful for building a solid financial plan.


There are over 4,300 financial advisors to choose from in the Atlanta metropolitan area, which could make choosing one advisor that meets your specific financial needs a difficult decision. WiserAdvisor can help with decisions like these, i.e., in choosing a financial advisor, that will work with you and your financial goals. WiserAdvisor can match you with up to 2-3 vetted fiduciary advisors that meet your requirements.


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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Cumming, Georgia.

Finding the Top Financial Advisor in Cumming, Georgia

Last Updated - May 14, 2024

Cumming has 7 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Cumming, Georgia have an average of 21 years of experience.

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

Qualified Financial Advisors in Cumming, Georgia

Financial Advisor Experience AUM Minimum Assets Fee Structure
Peter Baines
CLTC®, RICP®
WEALTHLINK ADVISORS
3440 Preston Ridge Road,
Suite 325,
Alpharetta, GA 30005
Not Disclosed $100,000,000 $250,000 Fee-Based
Sam Evans
MBA, CFA®
EVANS WEALTH MANAGEMENT
6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097
10 Years Not Specified $1,000,000 Fee-Only
Savant Wealth Management
400 Northridge Road,
Atlanta, GA 30350
35 Years $0 Not Specified Fee-Only
Moore's Wealth Management
230 Main Street SW,
Gainesville, GA 30501
Not Disclosed Not Specified $100,000 Fee-Only
Paul Culbreth
CFP®
CULBRETH WEALTH MANAGEMENT, LLC
2098 Teron Trace,
Ste. 700,
Dacula, GA 30019
18 Years $6,000,000,000 $250,000 Fee-Only
Jaylon Ellison
CFP®, AIF®
4P WEALTH TRUST
6600 Peachtree Dunwoody Road,
Embassy Row 600 St 575,
Atlanta, GA 30328
24 Years $70,000,000 $500,000 Fee-Based
Edelman Financial Engines, LLC
3051 Akers Mill Rd,
Suite 110,
Atlanta, GA 30339
Not Disclosed $205,600,000,000 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Cumming, Georgia

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.

About Wealthlink Advisors

Wealthlink Advisors

Wealthlink Advisors is a boutique Wealth Management company affiliated with Northwestern Mutual. Our team specializes in wealth management and 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# 5715560
Firm CRD# 151640

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 6340 Sugarloaf Parkway,
Suite 200,
Duluth,
GA
30097
Phone Number 770-828-8303

After experiences with several different advisors for his own finances, Sam Evans noticed the need for a different type of approach - one that allows advisors to serve clients rather than corporate interests. In response to this, Sam established Evans Wealth Management, a fee-only financial advisory firm that does something simple yet astonishingly rare: treats people the way he wanted to be treated. This involves listening, staying attuned to the needs and objectives of clients, and being proactive to ensure meeting them in time. By definition, this helps clients steer clear of the regret of succumbing to sales tactics used daily by other advisors to peddle unnecessary products. Instead, Sam spends the time to understand his clients, which enables personalized guidance to navigate the maze of financial options, without sacrificing freedom of choice or ambition. Sam knew he wouldn't be able to place a client's interests above the corporation's at a large firm. At Evans Wealth Management, he's found a way to deliver high-quality financial guidance with a personalized touch, while staying loyal to those he serves. Looking for an experienced, trustworthy financial advisor that works in your family's best interest, without exception? Get in touch with Evans Wealth Management today.

About Evans Wealth Management

Evans Wealth Management

Driven solely by client goals, Evans Wealth Management keeps you on track toward your success? No hype, no sales pitches, no pressure. You may have a laundry list of questions about your money, and how to handle it moving forward. As an independent, relationship-driven, fee-only advisory firm, Evans Wealth Management knows that the answers to these questions don't lie in high-cost products with overly optimistic growth projections. Through objective financial guidance and proactive wealth management, we help you leverage your finances as the tool they're intended to be: for happiness, success, peace of mind, and a confident future. You Point, We'll Drive Your long-term success is the destination, your money the vehicle. At Evans Wealth Management, we approach our relationship differently. By understanding your story, aspirations, and preferences, we identify opportunities you may not see for yourself, agree on a way forward, and keep you on track, making changes when necessary along the way. Acting in your family's best interests, we empower you to pursue your short- and long-term financial goals on your own terms. We're not just another financial advisory firm. We're a new breed'one whose service will never leave you wondering if your account is a priority. No pressure, no obligation. Call us today at (770) 828-8303 for a free consultation, and experience the Evans difference for yourself.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications Firm CRD# 107271

Compensation/Fee Fee-Only, Based on Assets


Office Location 400 Northridge Road,
Atlanta,
GA
30350
Phone Number 404-237-8881

About Savant Wealth Management

Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

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, Legal Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 146051

Compensation/Fee Fee-Only


Office Location 230 Main Street SW,
Gainesville,
GA
30501
Phone Number 770-535-5000

About Moore's Wealth Management

Moore's Wealth Management

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# 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.

About Culbreth Wealth Management, LLC

Culbreth Wealth Management, LLC

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 CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 6600 Peachtree Dunwoody Road,
Embassy Row 600 St 575,
Atlanta,
GA
30328
Phone Number 256-591-0939

Jaylon Ellison, our Chief Investment Officer, specializes in working with high-net-worth investors, business owners, and families seeking one-on-one service. Jaylon coordinates with his service team to inform you of and maintain accounts in your best interest through onboarding and ongoing working relationships. 4P Wealth Trust exists on the cornerstones of client service. Learn more at 4pwt.com.

About 4P Wealth Trust

4P Wealth Trust

4P Wealth Trust came to life from the 24+ years of experience of our founder, fiduciary, and CIO, Jaylon Ellison. We help multi-generational families and business owners, offering a comprehensive planning approach driven by a high standard of care and duty. You have direct access to Jaylon and his team via phone calls, virtual conferences, or in-person meetings. We act in a coordinated effort to be accessible, transparent, and resourceful. We are not here to disrupt an ongoing planning engagement but to be a second set of eyes.

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, Estate Planning & Trusts


Qualifications Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 3051 Akers Mill Rd,
Suite 110,
Atlanta,
GA
30339
Phone Number 678-905-2150

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered. 2Data as of Dec. 31, 2023.


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Top Financial Advisor Firms in Cumming, Georgia (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
INVESTMENT PLANNING ADVISORS
327 Dahlonega Street, Suite 503, Pmb 538, Cumming, GA 30040
7 1810 $198,058,000
A Percentage of AUM, Hourly charges, Fixed Fees
FINANCIAL CONSULTANTS GROUP INC
1080 Sanders Road, Suite 300, Cumming, GA 30041
4 383 $92,846,500
A Percentage of AUM, Fixed Fees

    Frequently Asked Questions

    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.