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Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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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
Personalized advice for portfolio size
of 100K & above
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.
Cumming
has
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
14
non-vetted advisors in your local area. These financial advisors in
Cumming
,
Georgia
have an average of
18
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 30 Years | $100,000,000 | $500,000 | Fee-Only | |
| Not Disclosed | Not Specified | $150,000 | Fee-Only | |
| 10 Years | Not Specified | $250,000 | Fee-Only | |
|
John Puckett
CFP® LIFETIME ASSET MANAGEMENT 3457 Lawrenceville-Suwanee Rd, Suite B, Suwanee, GA 30024 |
14 Years | Not Specified | $250,000 | Fee-Based |
|
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# 2367858
Firm CRD# 2367858
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
1080 Sanders Road,
Suite 300,
Cumming,
GA
30041
Phone Number
770-627-2121
David brings more than 26 years of professional financial planning and investment management experience. He earned a Bachelors of Science degree from Palm Beach Atlantic University in Florida. In 2000, David earned the Certified Financial Planner (CFP®) designation from the College of Financial Planning in Colorado. David is a firm believer in the principles and biblically based curriculum that Dave Ramsey has developed for managing money. He is a graduate of The Legacy Journey by Dave Ramsey and has taught financial literacy classes at his church. Early in Davids career, he was a member of a well-established financial planning firm in his hometown of West Palm Beach, Florida. He gained invaluable experience while working on comprehensive financial plans for wealthy families. As an expert in Retirement Analysis and Asset Management, he is focused on creating tailored solutions for his clients. David is passionate about his profession and appreciates the opportunity to help individuals and families realize their dreams. While not on the job, David really enjoys involvement in the community, the outdoors and seeing the world that God has provided for us, especially with his family! His daughter Ashley graduated from Wake Forest University in North Carolina and Megan is a Sophomore at Liberty University in Virginia. David is currently serving on the board of directors for The Place of Forsyth. He has written several articles for the local newspaper as he explores Forsyth County on his Food Adventures. He has enjoyed the Rotary club, Leadership Forsyth, Jesses House, Abba House, Mentor Me, and Meals by Grace. David loves being a part of Browns Bridge Church; hearing Andy Stanley speak and his involvement with the small groups like Thrive and Moneywise.
Our mission is to provide value to your overall financial picture. Finances affect every aspect of our lives, so we work diligently to build a personal relationship with you and to understand your unique situation. With over 70 years combined experience, you can feel secure that our team will be able to provide you with unbiased guidance that adheres to the fiduciary standard. We walk you through our simplified, yet detailed, process to develop a customized plan to help you reach your financial goals. We believe our approach adds a broader perspective to all we do and provides you with peace of mind that comes from having a plan and an experienced team in your corner. Changing to a career you love? Retiring early? Not depending on your kids for support? Being outrageously generous to those in need? Financial Freedom is more than just being debt-free and able to cover your expenses. Its about doing what you want to do. Let us help you develop a strategy to meet your goals. Having a plan and working with an advisor can help keep you accountable and take the emotion out of financial decision making. With a combined 70+ years of experience, we have seen market swings and helped clients through family crises. We would love to partner with you to help you leave a legacy.
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, 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# 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.
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 Advice & Consulting
Qualifications
Firm CRD# 8032
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
3457 Lawrenceville-Suwanee Rd, Suite B,
Suwanee,
GA
30024
Phone Number
678-541-0866
Through our Financial Solutions for Life process, we help you define your goals and simplify your complex wealth management and investment issues by aggregating every aspect of your finances and clarifying your choices. Many of our clients feel overwhelmed and want to eliminate financial anxiety, want to proactively plan for their financial future, or want to talk with someone about how short-term actions affect long-term plans. John Puckett is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Puckett is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Puckett is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Puckett is required to act in a fiduciary capacity.
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, Insurance Products & Annuities
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 6 | 1465 | $189,145,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 349 | $101,385,918 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 3796 Tamiami Trail, Cumming, GA 30041 | 770-888-3151 | |
| 5955 Parkway North Blvd, Suite D, Cumming, GA 30040 | 678-455-4848 | |
| 418 Pirkle Ferry Rd, Unit 113, Cumming, GA 30040 | 678-947-1248 | |
| 315 Allen Street, Cumming, GA 30040 | 770-887-6710 | |
| 1205 Peachtree Parkway, Suite 1104, Cumming, GA 30041 | 770-889-8887 | |
| 5280 Mirror Lake Dr, Cumming, GA 30028 | 404-348-6489 | |
| 2450 Atlanta Highway, Suite 901, Cumming, GA 30040 | 404-514-9312 | |
| 460 Brannon Rd, Suite 102, Cumming, GA 30041 | 678-474-9110 | |
| 4810 Burruss Mill Rd, Cumming, GA 30041 | 770-205-1579 | |
| 407 E Maple St, Ste 106, Cumming, GA 30040 | 470-297-5571 |
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast 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. Learn more about the cost of 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. Learn more about the best time to hire a 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. Read the guide on choosing the best financial advisor.
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. Read here the importance of retirement planning.
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. Learn more about what is a fiduciary 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. Learn more about financial advisor vs financial planner: Who do you need?
