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 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.
Gainesville has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Gainesville, Georgia have an average of 22 years of experience.
Peter Baines
CLTC®, RICP®
Wealthlink Advisors
Qualifications
CRD# 3024088
Firm CRD# 2881
Series 6, 7, 63
Minimum Assets Required
$250,000
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.
Fee-Based, Commissions, 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
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
Qualifications
Firm CRD# 155216
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Fee-Only, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | WILLIS INVESTMENT COUNSEL INC 710 Green Street, Gainesville, GA, 30501 | $3,381,042,293 | 436 | 12 | A Percentage of AUM, Fixed Fees, Other (FAMILY OFFICE, ADVISORY AND CONSULTING FEES) |
2 | JT STRATFORD, LLC 311 Green Street, Suite 100 Gainesville, GA, 30501 | $510,585,427 | 2118 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 111042
Assets Under Management $3,381,042,293
No. Of Clients436
Clients Per Financial Advisor36
WILLIS INVESTMENT COUNSEL INC is a financial advisory firm situated in Gainesville, Georgia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 436 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155629
Assets Under Management $510,585,427
No. Of Clients2118
Clients Per Financial Advisor163
JT STRATFORD, LLC is a financial advisory firm situated in Gainesville, Georgia. With a nearly $511M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2118 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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