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Find Retirement Advisors for Retirement Planning in Suwanee, 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 Suwanee, Georgia
Last Updated - April 13, 2024Suwanee has 9 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 Suwanee, Georgia have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Suwanee, Georgia
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
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
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
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
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
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
VERIFIEDJaylon Ellison
CFP®, AIF®
4P Wealth Trust
Qualifications
CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, 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 2 Retirement Planning firms in Suwanee, Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GER LOFTIN WEALTH ADVISORS, LLC 6470 E Johns Crossing, Suite 230 Johns Creek, GA, 30097 | $203,574,641 | 1100 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | TIMBERLINK LLC 11340 Lakefield Drive, Suite 200 Johns Creek, GA, 30097 | $83,560,220 | 1 | 2 | Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Suwanee, Georgia
QualificationsFirm CRD# 305359
Assets Under Management $203,574,641
No. Of Clients1100
Clients Per Financial Advisor183
GER LOFTIN WEALTH ADVISORS, LLC is a financial advisory firm situated in Johns Creek, Georgia. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1100 clients. The team consists of 6 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
QualificationsFirm CRD# 170067
Assets Under Management $83,560,220
No. Of Clients1
Clients Per Financial Advisor1
TIMBERLINK LLC is a financial advisory firm situated in Johns Creek, Georgia. With a nearly $84M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
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- Retirement Planners in Suwanee, Georgia
Looking for more choices? Use our free match service to compare retirement planners serving your area.