Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | WEALTHTRUST ASSET MANAGEMENT, LLC 4458 Legendary Dr., Suite 140 Destin, FL, 32541 | $153,727,770 | 654 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | MARTIN CAPITAL ADVISORS, LLC 981 Highway 98e, Suite 3289 Destin, FL, 32541 | $0 | 0 | 1 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 174901
Assets Under Management $153,727,770
No. Of Clients654
Clients Per Financial Advisor73
WEALTHTRUST ASSET MANAGEMENT, LLC is a financial advisory firm situated in Destin, Florida. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 654 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327637
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
MARTIN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Destin, Florida. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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