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Find Retirement Advisors for Retirement Planning in Duluth, Georgia

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Duluth, Georgia

Last Updated - May 15, 2025

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.

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List of Qualified Retirement Planning Advisors in Duluth, Georgia

VERIFIED

Sam Evans
MBA, CFA^®
Evans Wealth Management

Qualifications
CRD# 5715560
Firm CRD# 151640

Minimum Assets Required
$1,000,000

Address

6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097 See Details

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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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

400 Northridge Road,
Atlanta, GA 30350 See Details

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

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VERIFIED

Kevin Madigan
CFP^®
Wela Strategies

Qualifications
CRD# 6245102
Firm CRD# 147762
Series 7, 63, 66

Minimum Assets Required
$100,000

Address

10 Glenlake Parkway North Tower Suite 1010,
Atlanta, GA 30328 See Details

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, Based on Assets

Find An Advisor

VERIFIED

Homrich Berg Wealth Management
Homrich Berg Wealth Management

Qualifications
Firm CRD# 316731

Minimum Assets Required
Not Specified

Address

3550 Lenox Rd NE,
Suite 2700,
Atlanta, GA 30326 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Tim Eckel
ChFC^®
Eckel Financial Network, LLC

Qualifications
CRD# 2366817
Firm CRD# 141238
Series 6, 63, 65

Minimum Assets Required
$500,000

Address

105 Pilgrim Village Drive, Ste 500,
Cumming, GA 30040 See Details

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

100 Hartsfield Centre Parkway,
Suite 650,
Atlanta, GA 30354 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An 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	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

Information on Top Retirement Planning firms in Duluth, Georgia

PRIMERICA ADVISORS

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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.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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CORNERSTONE MANAGEMENT, INC.

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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SUGARLOAF WEALTH MANAGEMENT, LLC

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

C.W. O'CONNER WEALTH ADVISORS, INC.

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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.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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