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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 - April 20, 2024Duluth has 8 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 20 years of experience.
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List of Qualified Retirement Planning Advisors in Duluth, Georgia
VERIFIEDSam 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
VERIFIEDEd Sturdivant
Edelman Financial Engines, LLC
Qualifications
CRD# 4439470
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 8032
Series 7, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDPeter Baines
CLTC®, RICP®
Wealthlink Advisors/Northwestern Mutual
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
VERIFIED 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
VERIFIEDCraig Pfau
Locust Lane Wealth Management
Qualifications
CRD# 4935902
Firm CRD# 25803
Series 65
Minimum Assets Required
$150,000
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, Tax Advice and Services.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDPaul 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
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Duluth, Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PRIMERICA ADVISORS 1 Primerica Parkway, Duluth, GA, 30099-0001 | $7,088,085,794 | 56552 | 3449 | A Percentage of AUM |
| 2 | CORNERSTONE MANAGEMENT, INC. 3237 Satellite Blvd, Suite 400 Duluth, GA, 30096 | $1,344,939,354 | 1426 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | SUGARLOAF WEALTH MANAGEMENT, LLC 2055 Sugarloaf Circle, Suite 200 Duluth, GA, 30097 | $510,924,669 | 1421 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | C.W. O'CONNER WEALTH ADVISORS, INC. 3175 Satellite Boulevard, Suite 110 Duluth, GA, 30096 | $226,914,300 | 473 | 3 | 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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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- Retirement Planners in Duluth, Georgia
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Looking for more choices? Use our free match service to compare retirement planners serving your area.