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.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
---|---|---|---|---|
Not Disclosed | Not Specified | $100,000 | Fee-Only | |
Not Disclosed | Not Specified | $150,000 | Fee-Only |
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# 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
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.
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
39 | 48708 | $2,046,953,608 | A Percentage of AUM
|
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7 | 542 | $202,932,827 | A Percentage of AUM, Hourly charges, Fixed Fees
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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.