Fayetteville, GA
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Find Top Financial Advisors in Fayetteville, Georgia

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.

Finding the Top Financial Advisor in Fayetteville, Georgia

Last Updated - May 20, 2024

Fayetteville has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Fayetteville, Georgia have an average of 28 years of experience.

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

Qualified Financial Advisors in Fayetteville, Georgia

Financial Advisor Experience AUM Minimum Assets Fee Structure
Temp S Davis IV
CFS
INTEGRATED FINANCIAL PARTNERS
132 Old Norton Rd,
Suite 103,
Fayetteville, GA 30215
21 Years Not Specified $250,000 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
Savant Wealth Management
400 Northridge Road,
Atlanta, GA 30350
35 Years $0 Not Specified Fee-Only
Peter Baines
CLTC®, RICP®
WEALTHLINK ADVISORS
3440 Preston Ridge Road,
Suite 325,
Alpharetta, GA 30005
Not Disclosed $100,000,000 $250,000 Fee-Based

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Information on Qualified Financial Advisors in Fayetteville, Georgia

Qualifications CRD# 4566515
Firm CRD# 168012
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 132 Old Norton Rd,
Suite 103,
Fayetteville,
GA
30215
Phone Number 404-456-0592

Temp's primary focus is on the needs of his clients. He spends time getting to know his new clients and strives to help them uncover their life goals, risks and needs. These issues are then addressed in a comprehensive planning process. Whether you need help understanding how to turn your savings into a retirement income stream, options to manage IRA's and 401k's or mitigate a specific risk, Temp's insight and experience can bring clarity to otherwise murky waters. He earned his undergraduate degree, Bachelor of Science in Forest Resource Management, from the University of Georgia. Temp went on to complete his graduate work at Columbus State University earning a Master of Business Administration degree. He holds the following nationally recognized professional designations: Certified Funds Specialist and Certified College Planning Specialist. Temp and his wife Margaret reside in Senoia GA.

About Integrated Financial Partners

Integrated Financial Partners

Integrated Financial Partners is a member firm of Integrated Financial Group, Inc., a consortium of independent financial advisors. This support provides you with the benefits of working with an independent financial advisor without giving up the resources of a large organization. Independence Through Interdependence for Clients As experienced LPL financial planners, we know that today's sophisticated clients need independent counsel and advice on their financial matters. What we've come to learn over the years, though, is that independence is only part of the equation to effectively serving clients. Only through a thoughtful and deliberate interdependence with other highly skilled financial professionals can advisors hope to fully meet their clients' expectations, wants and needs. Whether working with CPAs, attorneys, estate planners, benefit specialists or any of numerous kinds of professional counsel, a key to successfully and thoroughly addressing clients' financial goals is to build lasting, effective relationships with a qualified team of professionals. Integrated Financial Partners and LPL Financial are not affiliated with any outside professional or their service.


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.


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 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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
DYCHE WEALTH MANAGEMENT, INC
335 N. Jeff Davis Drive, Fayetteville, GA 30214
3 235 $146,230,080
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR 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.