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.
Duluth 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 21 years of experience.
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
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
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
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
Tim Eckel
ChFC®
Eckel Financial Network, LLC
Qualifications
CRD# 2366817
Firm CRD# 141238
Series 6, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities
Fee-Based, Hourly, Commissions, 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 | 1 Primerica Parkway, Duluth, GA, 30099-0001 | $8,461,983,895 | 59808 | 3590 | A percentage of AUM |
2 | 3237 Satellite Blvd, Suite 400 Duluth, GA, 30096 | $1,674,073,830 | 1457 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 2055 Sugarloaf Circle, Suite 200 Duluth, GA, 30097 | $610,059,810 | 1536 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 3175 Satellite Boulevard, Suite 110 Duluth, GA, 30096 | $214,677,569 | 434 | 3 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 10111
Assets Under Management $8,461,983,895
No. Of Clients59808
Clients Per Financial Advisor17
PRIMERICA ADVISORS is a financial advisory firm situated in Duluth, Georgia. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59808 clients. The team consists of 3590 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 125828
Assets Under Management $1,674,073,830
No. Of Clients1457
Clients Per Financial Advisor81
CORNERSTONE MANAGEMENT, INC. is a financial advisory firm situated in Duluth, Georgia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1457 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 129602
Assets Under Management $610,059,810
No. Of Clients1536
Clients Per Financial Advisor110
SUGARLOAF WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Duluth, Georgia. With a nearly $610M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1536 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 125646
Assets Under Management $214,677,569
No. Of Clients434
Clients Per Financial Advisor145
C.W. O'CONNER WEALTH ADVISORS, INC. is a financial advisory firm situated in Duluth, Georgia. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 434 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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