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 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.
Decatur has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Decatur, Georgia have an average of 18 years of experience.
Homrich Berg Wealth Management
Homrich Berg Wealth Management
Qualifications
Firm CRD# 316731
Minimum Assets Required
Not Specified
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-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Kevin Madigan
CFP®
Wela Strategies
Qualifications
CRD# 6245102
Firm CRD# 147762
Series 7, 63, 66
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts
Fee-Only, Based on Assets
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
Sam Evans
MBA, CFA®
Evans Wealth Management
Qualifications
CRD# 5715560
Firm CRD# 151640
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 120 N Candler St, #2 Decatur, GA, 30030 | $326,794,056 | 893 | 10 | A percentage of AUM, Hourly charges |
2 | 160 Clairemont Avenue, Suite 200 Decatur, GA, 30030 | $177,838,967 | 42 | 5 | A percentage of AUM |
3 | 315 W. Ponce De Leon Avenue, Suite 915 Decatur, GA, 30030 | $160,594,485 | 494 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 297555
Assets Under Management $326,794,056
No. Of Clients893
Clients Per Financial Advisor89
FERGUSON SHAPIRO LLC is a financial advisory firm situated in Decatur, Georgia. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 893 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 120679
Assets Under Management $177,838,967
No. Of Clients42
Clients Per Financial Advisor8
DECATUR CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Decatur, Georgia. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 42 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127263
Assets Under Management $160,594,485
No. Of Clients494
Clients Per Financial Advisor99
MINERVA PLANNING GROUP is a financial advisory firm situated in Decatur, Georgia. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 494 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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