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

Last Updated - July 11, 2024

Gainesville has 4 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 14 years of experience.

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List of Qualified Retirement Planning Advisors in Gainesville, Georgia

advisor-photo

Qualifications
Firm CRD# 146051

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

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
vector.svg VERIFIED

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

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 2 Retirement Planning firms in Gainesville, Georgia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WILLIS INVESTMENT COUNSEL INC
710 Green Street,
Gainesville, GA, 30501
$3,381,042,29343612
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
$510,585,427211813
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Gainesville, Georgia

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (FAMILY OFFICE
  • ADVISORY AND CONSULTING FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

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.

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

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