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

Last Updated - May 23, 2024

Duluth has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Duluth, Georgia have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Duluth, Georgia

advisor-photo
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Sam Evans
MBA, CFA®
Evans Wealth Management

Qualifications
CRD# 5715560
Firm CRD# 151640

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Peter Baines
CLTC®, RICP®
Wealthlink Advisors

Qualifications
CRD# 3024088
Firm CRD# 2881
Series 6, 7, 63

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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

advisor-photo
vector.svg VERIFIED

Paul Culbreth
CFP®
Culbreth Wealth Management, LLC

Qualifications
CRD# 4970743
Firm CRD# 325196
Series 66

Minimum Assets Required
$250,000

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, Insurance Products & Annuities.

Compensation/Fee

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

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 146051

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

Top 4 Retirement Planning firms in Duluth, Georgia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PRIMERICA ADVISORS
1 Primerica Parkway,
Duluth, GA, 30099-0001
$7,088,085,794565523449
A Percentage of AUM
2
CORNERSTONE MANAGEMENT, INC.
3237 Satellite Blvd, Suite 400
Duluth, GA, 30096
$1,344,939,354142616
A Percentage of AUM, Hourly charges, Fixed Fees
3
SUGARLOAF WEALTH MANAGEMENT, LLC
2055 Sugarloaf Circle, Suite 200
Duluth, GA, 30097
$510,924,669142114
A Percentage of AUM, Hourly charges, Fixed Fees
4
C.W. O'CONNER WEALTH ADVISORS, INC.
3175 Satellite Boulevard, Suite 110
Duluth, GA, 30096
$226,914,3004733
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Duluth, Georgia

QualificationsFirm CRD# 10111

Assets Under Management $7,088,085,794

No. Of Clients56552

Clients Per Financial Advisor16

PRIMERICA ADVISORS is a financial advisory firm situated in Duluth, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56552 clients. The team consists of 3449 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

QualificationsFirm CRD# 125828

Assets Under Management $1,344,939,354

No. Of Clients1426

Clients Per Financial Advisor89

CORNERSTONE MANAGEMENT, INC. is a financial advisory firm situated in Duluth, Georgia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1426 clients. The team consists of 16 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 129602

Assets Under Management $510,924,669

No. Of Clients1421

Clients Per Financial Advisor102

SUGARLOAF WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Duluth, Georgia. With a nearly $511M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1421 clients. The team consists of 14 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 125646

Assets Under Management $226,914,300

No. Of Clients473

Clients Per Financial Advisor158

C.W. O'CONNER WEALTH ADVISORS, INC. is a financial advisory firm situated in Duluth, Georgia. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 473 clients. The team consists of 3 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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