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 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.
Macon has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Macon, Georgia have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2939 Mcmanus Road, Macon, GA, 31220 | $259,593,102 | 1024 | 21 | A percentage of AUM, Commission Based |
2 | 4001 Vineville Ave, Macon, GA, 31210-5039 | $240,786,378 | 673 | 9 | A percentage of AUM |
3 | 1515 Bass Road, Suite D Macon, GA, 31210 | $135,590,926 | 455 | 3 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 149313
Assets Under Management $259,593,102
No. Of Clients1024
Clients Per Financial Advisor49
CHRISTY CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Macon, Georgia. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1024 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 1329
Assets Under Management $240,786,378
No. Of Clients673
Clients Per Financial Advisor75
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT is a financial advisory firm situated in Macon, Georgia. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 673 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 135579
Assets Under Management $135,590,926
No. Of Clients455
Clients Per Financial Advisor152
CFS WEALTH MANAGEMENT is a financial advisory firm situated in Macon, Georgia. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 455 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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