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

Last Updated - March 22, 2024

Kennesaw has 5 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 Kennesaw, Georgia have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Kennesaw, Georgia

advisor-photo

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

advisor-photo
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Craig 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

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Davidson Hepburn
CFP®
Northwestern Mutual

Qualifications
CRD# 7100836
Firm CRD# 2881
Series 6, 7, 63

Minimum Assets Required
$100,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo
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Peter 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

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
HENSSLER FINANCIAL
3735 Cherokee Street,
Kennesaw, GA, 30144
$2,639,365,428144391
A Percentage of AUM, Hourly charges, Fixed Fees
2
JOURNEY BEYOND WEALTH
125 Townpark Drive Nw, Suite 300
Kennesaw, GA, 30144-5509
$142,202,9322584
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Kennesaw, Georgia

QualificationsFirm CRD# 104545

Assets Under Management $2,639,365,428

No. Of Clients1443

Clients Per Financial Advisor16

HENSSLER FINANCIAL is a financial advisory firm situated in Kennesaw, Georgia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1443 clients. The team consists of 91 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 Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 290367

Assets Under Management $142,202,932

No. Of Clients258

Clients Per Financial Advisor65

JOURNEY BEYOND WEALTH is a financial advisory firm situated in Kennesaw, Georgia. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 258 clients. The team consists of 4 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
  • Portfolio Management for Individuals
View Full Profile

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