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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 - July 7, 2024

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

advisor-photo
vector.svg VERIFIED

W. 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ASSET ADVISORS
2814-A Hillcreek Drive,
Augusta, GA, 30909-5635
$1,053,374,17910707
A Percentage of AUM, Fixed Fees
2
RICHARD YOUNG ASSOCIATES, LTD.
205 Hudson Trace, Suite A
Augusta, GA, 30907
$683,802,030406313
A Percentage of AUM
3
FIRETHORN WEALTH PARTNERS, LLC
2550 Central Avenue,
Augusta, GA, 30904
$374,506,84417106
A Percentage of AUM, Fixed Fees
4
AP WEALTH MANAGEMENT
1100 Frazier Drive,
Augusta, GA, 30909
$207,267,0517267
A Percentage of AUM, Hourly charges, Fixed Fees
5
WYNN CAPITAL
965 Broad Street,
Augusta, GA, 30901
$158,563,5276744
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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