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Find Retirement Advisors for Retirement Planning in Athens, Georgia

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 Athens, Georgia

Last Updated - April 25, 2025

Athens has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Athens, Georgia have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in Athens, Georgia

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1960 Satellite Boulevard,
Suite 3500,
Duluth, GA 30097 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3460 Preston Ridge Rd,
Suite 500,
Alpharetta, GA 30005 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

400 Northridge Road,
Atlanta, GA 30350 See Details

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

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VERIFIED

Homrich Berg Wealth Management
Homrich Berg Wealth Management

Qualifications
Firm CRD# 316731

Minimum Assets Required
Not Specified

Address

3550 Lenox Rd NE,
Suite 2700,
Atlanta, GA 30326 See Details

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-Only, Based on Assets

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VERIFIED

Jaylon Ellison
CFP^®, AIF^®
4P Wealth Trust

Qualifications
CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

6600 Peachtree Dunwoody Road,
Embassy Row 600 St 575,
Atlanta, GA 30328 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

100 Hartsfield Centre Parkway,
Suite 650,
Atlanta, GA 30354 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Poterack Capital Advisory

Qualifications
Firm CRD# 155216
Series 65

Minimum Assets Required
$500,000

Address

Servicing Nationwide,
Cashiers, NC 28717 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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Top 6 Retirement Planning firms in Athens, Georgia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	649-8 South Milledge Ave, Athens, GA, 30605	$1,347,089,399	2837	30	A percentage of AUM, Hourly charges, Fixed fees
2	687 S Milledge Ave, Athens, GA, 30605	$813,016,044	2954	27	A percentage of AUM, Hourly charges, Fixed fees
3	470 Hill St., Athens, GA, 30601	$694,921,441	2062	9	A percentage of AUM, Hourly charges, Fixed fees
4	490 N. Milledge Ave, Athens, GA, 30601	$581,378,868	570	8	A percentage of AUM
5	190 Hawthorne Park, Athens, GA, 30606	$314,072,325	1676	11	A percentage of AUM, Hourly charges, Fixed fees
6	490 N. Milledge Avenue, Athens, GA, 30601	$127,800,000	368	7	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Athens, Georgia

CANNON FINANCIAL STRATEGISTS, INC.

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QualificationsFirm CRD# 133509

Assets Under Management $1,347,089,399

No. Of Clients2837

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 2837 clients. The team consists of 30 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (TAX COMPLIANCE SERVICES)

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ELWOOD & GOETZ

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QualificationsFirm CRD# 154839

Assets Under Management $813,016,044

No. Of Clients2954

Clients Per Financial Advisor109

ELWOOD & GOETZ is a financial advisory firm situated in Athens, Georgia. With a nearly $813M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2954 clients. The team consists of 27 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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CARSON ADVISORY GROUP

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QualificationsFirm CRD# 117410

Assets Under Management $694,921,441

No. Of Clients2062

Clients Per Financial Advisor229

CARSON ADVISORY GROUP is a financial advisory firm situated in Athens, Georgia. With a nearly $695M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2062 clients. The team consists of 9 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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FAMILY WMS, LLC

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QualificationsFirm CRD# 126456

Assets Under Management $581,378,868

No. Of Clients570

Clients Per Financial Advisor71

FAMILY WMS, LLC is a financial advisory firm situated in Athens, Georgia. With a nearly $581M assets under management, the firm specializes in crafting personalized retirement planning solutions for 570 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (TAX ACCOUNTING SERVICES)

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ELEVATE WEALTH ADVISORY, INC.

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QualificationsFirm CRD# 149713

Assets Under Management $314,072,325

No. Of Clients1676

Clients Per Financial Advisor152

ELEVATE WEALTH ADVISORY, INC. is a financial advisory firm situated in Athens, Georgia. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1676 clients. The team consists of 11 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

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LANIER FINANCIAL GROUP LLC

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QualificationsFirm CRD# 152945

Assets Under Management $127,800,000

No. Of Clients368

Clients Per Financial Advisor53

LANIER FINANCIAL GROUP LLC is a financial advisory firm situated in Athens, Georgia. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 368 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

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.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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