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Find Retirement Advisors for Retirement Planning in Augusta, 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 Augusta, Georgia

Last Updated - April 25, 2025

Augusta has 1 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 Augusta, Georgia have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Augusta, Georgia

VERIFIED

W. Steve Marbert
CFP^®
Richard Young Associates, Ltd.

Qualifications
CRD# 2590560
Firm CRD# 126124

Minimum Assets Required
$100,000

Address

205 Hudson Trace,
Augusta, GA 30907 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, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only

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Top 5 Retirement Planning firms in Augusta, Georgia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2814-A Hillcreek Drive, Augusta, GA, 30909-5635	$1,149,241,264	1108	9	A percentage of AUM, Fixed fees
2	205 Hudson Trace, Suite A Augusta, GA, 30907	$837,480,766	4349	15	A percentage of AUM
3	2550 Central Avenue, Augusta, GA, 30904	$459,678,607	1843	7	A percentage of AUM, Hourly charges, Fixed fees
4	1100 Frazier Drive, Augusta, GA, 30909	$294,000,868	294	6	A percentage of AUM, Hourly charges, Fixed fees
5	965 Broad Street, Augusta, GA, 30901	$200,362,801	686	4	A percentage of AUM

Information on Top Retirement Planning firms in Augusta, Georgia

ASSET ADVISORS

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QualificationsFirm CRD# 297305

Assets Under Management $1,149,241,264

No. Of Clients1108

Clients Per Financial Advisor123

ASSET ADVISORS is a financial advisory firm situated in Augusta, Georgia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1108 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS)

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RICHARD YOUNG ASSOCIATES, LTD.

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QualificationsFirm CRD# 126124

Assets Under Management $837,480,766

No. Of Clients4349

Clients Per Financial Advisor290

RICHARD YOUNG ASSOCIATES, LTD. is a financial advisory firm situated in Augusta, Georgia. With a nearly $837M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4349 clients. The team consists of 15 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
Education seminars/workshops

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FIRETHORN WEALTH PARTNERS, LLC

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QualificationsFirm CRD# 297634

Assets Under Management $459,678,607

No. Of Clients1843

Clients Per Financial Advisor263

FIRETHORN WEALTH PARTNERS, LLC is a financial advisory firm situated in Augusta, Georgia. With a nearly $460M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1843 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
Selection for other advisors

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AP WEALTH MANAGEMENT

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QualificationsFirm CRD# 156417

Assets Under Management $294,000,868

No. Of Clients294

Clients Per Financial Advisor49

AP WEALTH MANAGEMENT is a financial advisory firm situated in Augusta, Georgia. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 294 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
Hourly charges
Fixed fees

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

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WYNN CAPITAL

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QualificationsFirm CRD# 281291

Assets Under Management $200,362,801

No. Of Clients686

Clients Per Financial Advisor172

WYNN CAPITAL is a financial advisory firm situated in Augusta, Georgia. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 686 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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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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