Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Augusta, 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 Augusta, Georgia
Last Updated - April 12, 2024Augusta 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Augusta, Georgia
VERIFIEDW. Steve Marbert
CFP®
Richard Young Associates, Ltd.
Qualifications
CRD# 2590560
Firm CRD# 126124
Minimum Assets Required
$100,000
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.
Compensation/Fee
Fee-Only
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Augusta, Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ASSET ADVISORS 2814-A Hillcreek Drive, Augusta, GA, 30909-5635 | $1,053,374,179 | 1070 | 7 | A Percentage of AUM, Fixed Fees |
| 2 | RICHARD YOUNG ASSOCIATES, LTD. 205 Hudson Trace, Suite A Augusta, GA, 30907 | $683,802,030 | 4063 | 13 | A Percentage of AUM |
| 3 | FIRETHORN WEALTH PARTNERS, LLC 2550 Central Avenue, Augusta, GA, 30904 | $374,506,844 | 1710 | 6 | A Percentage of AUM, Fixed Fees |
| 4 | AP WEALTH MANAGEMENT 1100 Frazier Drive, Augusta, GA, 30909 | $207,267,051 | 726 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | WYNN CAPITAL 965 Broad Street, Augusta, GA, 30901 | $158,563,527 | 674 | 4 | A Percentage of AUM |
Information on Top Retirement Planning firms in Augusta, Georgia
QualificationsFirm CRD# 297305
Assets Under Management $1,053,374,179
No. Of Clients1070
Clients Per Financial Advisor153
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 1070 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 126124
Assets Under Management $683,802,030
No. Of Clients4063
Clients Per Financial Advisor313
RICHARD YOUNG ASSOCIATES, LTD. is a financial advisory firm situated in Augusta, Georgia. With a nearly $684M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4063 clients. The team consists of 13 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 297634
Assets Under Management $374,506,844
No. Of Clients1710
Clients Per Financial Advisor285
FIRETHORN WEALTH PARTNERS, LLC is a financial advisory firm situated in Augusta, Georgia. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1710 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 156417
Assets Under Management $207,267,051
No. Of Clients726
Clients Per Financial Advisor104
AP WEALTH MANAGEMENT is a financial advisory firm situated in Augusta, Georgia. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 726 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 281291
Assets Under Management $158,563,527
No. Of Clients674
Clients Per Financial Advisor169
WYNN CAPITAL is a financial advisory firm situated in Augusta, Georgia. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 674 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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Alpharetta, Georgia
- Retirement Planners in Atlanta, Georgia
- Retirement Planners in Augusta, Georgia
- Retirement Planners in Dacula, Georgia
- Retirement Planners in Duluth, Georgia
- Retirement Planners in Fayetteville, Georgia
- Retirement Planners in Gainesville, Georgia
- Retirement Planners in Suwanee, Georgia
Looking for more choices? Use our free match service to compare retirement planners serving your area.