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.
Athens has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Athens, Georgia have an average of 25 years of experience.
Paul Culbreth
CFP®
Culbreth Wealth Management, LLC
Qualifications
CRD# 4970743
Firm CRD# 325196
Series 66
Minimum Assets Required
$250,000
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.
Fee-Only, Hourly, Flat Fee, Based on Assets
Not Specified.
Fee-Only
Ed Sturdivant
Edelman Financial Engines, LLC
Qualifications
CRD# 4439470
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Craig Pfau
Locust Lane Wealth Management
Qualifications
CRD# 4935902
Firm CRD# 25803
Series 65
Minimum Assets Required
$150,000
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.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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.
Fee-Only, Based on Assets
Jaylon Ellison
CFP®, AIF®
4P Wealth Trust
Qualifications
CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CANNON FINANCIAL STRATEGISTS, INC. 649-8 South Milledge Ave, Athens, GA, 30605 | $1,082,892,235 | 2646 | 28 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | FAMILY WMS, LLC 490 N. Milledge Ave, Athens, GA, 30601 | $665,234,298 | 675 | 8 | A Percentage of AUM |
3 | CARSON ADVISORY GROUP 470 Hill St., Athens, GA, 30601 | $600,243,217 | 1997 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | ELWOOD & GOETZ 687 S Milledge Ave, Athens, GA, 30605 | $564,488,016 | 2653 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | ELEVATE WEALTH ADVISORY, INC. 190 Hawthorne Park, Athens, GA, 30606 | $290,883,747 | 1783 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 133509
Assets Under Management $1,082,892,235
No. Of Clients2646
Clients Per Financial Advisor95
CANNON FINANCIAL STRATEGISTS, INC. is a financial advisory firm situated in Athens, Georgia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2646 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126456
Assets Under Management $665,234,298
No. Of Clients675
Clients Per Financial Advisor84
FAMILY WMS, LLC is a financial advisory firm situated in Athens, Georgia. With a nearly $665M assets under management, the firm specializes in crafting personalized retirement planning solutions for 675 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117410
Assets Under Management $600,243,217
No. Of Clients1997
Clients Per Financial Advisor250
CARSON ADVISORY GROUP is a financial advisory firm situated in Athens, Georgia. With a nearly $600M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1997 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154839
Assets Under Management $564,488,016
No. Of Clients2653
Clients Per Financial Advisor126
ELWOOD & GOETZ is a financial advisory firm situated in Athens, Georgia. With a nearly $564M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2653 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149713
Assets Under Management $290,883,747
No. Of Clients1783
Clients Per Financial Advisor198
ELEVATE WEALTH ADVISORY, INC. is a financial advisory firm situated in Athens, Georgia. With a nearly $291M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1783 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.