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Find Retirement Advisors for Retirement Planning in Alpharetta, Georgia
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.
Finding the Best Retirement Planners in Alpharetta, Georgia
Last Updated - April 12, 2024Alpharetta has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 29 non-vetted advisors in your local area. These retirement advisors in Alpharetta, Georgia have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Alpharetta, Georgia
VERIFIEDPeter Baines
CLTC®, RICP®
Wealthlink Advisors/Northwestern Mutual
Qualifications
CRD# 3024088
Firm CRD# 2881
Series 6, 7, 63
Minimum Assets Required
$250,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDCraig Pfau
Locust Lane Wealth Management
Qualifications
CRD# 4935902
Firm CRD# 25803
Series 65
Minimum Assets Required
$150,000
Advisory Services:
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDSam Evans
MBA, CFA®
Evans Wealth Management
Qualifications
CRD# 5715560
Firm CRD# 151640
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDEd Sturdivant
Edelman Financial Engines, LLC
Qualifications
CRD# 4439470
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 8032
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDJaylon Ellison
CFP®, AIF®
4P Wealth Trust
Qualifications
CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDPaul Culbreth
CFP®
Culbreth Wealth Management, LLC
Qualifications
CRD# 4970743
Firm CRD# 325196
Series 66
Minimum Assets Required
$250,000
Advisory Services:
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.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Alpharetta, Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | VIDENT ASSET MANAGEMENT 1125 Sanctuary Pkwy, Suite 515 Alpharetta, GA, 30009 | $7,071,744,860 | 687 | 20 | A Percentage of AUM, Fixed Fees, Other (QUARTERLY ASSET-BASED LICENSING FEE) |
| 2 | MERIT FINANCIAL ADVISORS 2400 Lakeview Parkway, Suite 550 Alpharetta, GA, 30009 | $5,522,570,668 | 19368 | 217 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES) |
| 3 | CLEAR INVESTMENT RESEARCH, LLC 284 S. Main Street, Suite 900 Alpharetta, GA, 30009 | $5,244,653,328 | 219 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | ALLIANT RETIREMENT CONSULTING 1125 Sanctuary Parkway, Suite 300 Alpharetta, GA, 30009 | $1,084,277,908 | 80 | 17 | A Percentage of AUM, Fixed Fees, Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT) |
| 5 | ALBRITTON CAPITAL MANAGEMENT CO 2475 Northwinds Parkway, #200, Alpharetta, GA, 30009 | $895,000,000 | 1 | 1 | A Percentage of AUM |
| 6 | AVEGO MANAGEMENT, LLC 1055b Powers Place, 2nd Floor Alpharetta, GA, 30009 | $635,920,291 | 4 | 14 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | QUADRANT REAL ESTATE ADVISORS LLC 2300 Lakeview Parkway, Suite 225 Alpharetta, GA, 30009 | $565,016,488 | 8 | 12 | A Percentage of AUM, Other (ORIG FEES/PROCESSING FEES) |
| 8 | FORTHRIGHT WEALTH MANAGEMENT, LLC 5755 North Point Pkwy, Suite 47, Alpharetta, GA, 30022 | $515,147,737 | 1566 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | WELLSPRING WEALTH MANAGEMENT LLC 11720 Amber Park Drive, Suite 150 Alpharetta, GA, 30009-2276 | $389,513,261 | 473 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN FEE CHARGED BY SUB-ADVISER.) |
| 10 | AGVICTUS CAPITAL MANAGEMENT LLC 3650 Mansell Road,, Suite 495 Alpharetta, GA, 30022-3068 | $352,947,983 | 3 | 6 | A Percentage of AUM, Performance Based |
| 11 | ADAPTIVE INVESTMENTS 12600 Deerfield Parkway, Suite 100 Alpharetta, GA, 30004 | $321,103,739 | 9 | 7 | A Percentage of AUM |
| 12 | WEALTH SCIENCE ADVISORS LLC 55 Roswell Street, Suite 210 Alpharetta, GA, 30009 | $313,467,006 | 853 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | TANDEMGROWTH FINANCIAL ADVISORS, LLC 3820 Mansell Road, Suite T30 Alpharetta, GA, 30022 | $200,930,064 | 657 | 4 | A Percentage of AUM, Fixed Fees |
| 14 | GIBBS WEALTH MANAGEMENT, LLC 3980 Old Milton Parkway, Alpharetta, GA, 30005 | $200,180,955 | 1597 | 21 | A Percentage of AUM |
| 15 | PHORCYS CAPITAL PARTNERS, LLC 1720 Windward Concourse, Suite 115 Alpharetta, GA, 30005 | $174,600,000 | 2 | 8 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Alpharetta, Georgia
QualificationsFirm CRD# 286622
Assets Under Management $7,071,744,860
No. Of Clients687
Clients Per Financial Advisor34
VIDENT ASSET MANAGEMENT is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 687 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (QUARTERLY ASSET-BASED LICENSING FEE)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 142457
Assets Under Management $5,522,570,668
No. Of Clients19368
Clients Per Financial Advisor89
MERIT FINANCIAL ADVISORS is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19368 clients. The team consists of 217 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (CONSULTING FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 172685
Assets Under Management $5,244,653,328
No. Of Clients219
Clients Per Financial Advisor44
CLEAR INVESTMENT RESEARCH, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 219 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 167970
Assets Under Management $1,084,277,908
No. Of Clients80
Clients Per Financial Advisor5
ALLIANT RETIREMENT CONSULTING is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT)
Financial Planning Services
- Pension Consulting Services
QualificationsFirm CRD# 112772
Assets Under Management $895,000,000
No. Of Clients1
Clients Per Financial Advisor1
ALBRITTON CAPITAL MANAGEMENT CO is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $895M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 310520
Assets Under Management $635,920,291
No. Of Clients4
Clients Per Financial Advisor0
AVEGO MANAGEMENT, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $636M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 138077
Assets Under Management $565,016,488
No. Of Clients8
Clients Per Financial Advisor1
QUADRANT REAL ESTATE ADVISORS LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $565M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (ORIG FEES/PROCESSING FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 220515
Assets Under Management $515,147,737
No. Of Clients1566
Clients Per Financial Advisor196
FORTHRIGHT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $515M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1566 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 134834
Assets Under Management $389,513,261
No. Of Clients473
Clients Per Financial Advisor59
WELLSPRING WEALTH MANAGEMENT LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $390M assets under management, the firm specializes in crafting personalized retirement planning solutions for 473 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (SHARE IN FEE CHARGED BY SUB-ADVISER.)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 307047
Assets Under Management $352,947,983
No. Of Clients3
Clients Per Financial Advisor1
AGVICTUS CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $353M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
QualificationsFirm CRD# 281201
Assets Under Management $321,103,739
No. Of Clients9
Clients Per Financial Advisor1
ADAPTIVE INVESTMENTS is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 321031
Assets Under Management $313,467,006
No. Of Clients853
Clients Per Financial Advisor122
WEALTH SCIENCE ADVISORS LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 853 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 125490
Assets Under Management $200,930,064
No. Of Clients657
Clients Per Financial Advisor164
TANDEMGROWTH FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 657 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 281621
Assets Under Management $200,180,955
No. Of Clients1597
Clients Per Financial Advisor76
GIBBS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1597 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 285635
Assets Under Management $174,600,000
No. Of Clients2
Clients Per Financial Advisor0
PHORCYS CAPITAL PARTNERS, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
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