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Find Retirement Advisors for Retirement Planning in Macon, 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.

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Top 3 Retirement Planning firms in Macon, Georgia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DAY & ENNIS, LLC
125 Plantation Centre Drive South, Bldg 400 B
Macon, GA, 31210
$384,055,7428876
A Percentage of AUM, Fixed Fees
2
CHRISTY CAPITAL MANAGEMENT, INC.
2939 Mcmanus Road,
Macon, GA, 31220
$227,085,27989821
A Percentage of AUM, Commission Based
3
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
4001 Vineville Ave,
Macon, GA, 31210-5039
$191,910,82268010
A Percentage of AUM

Information on Top Retirement Planning firms in Macon, Georgia

QualificationsFirm CRD# 125549

Assets Under Management $384,055,742

No. Of Clients887

Clients Per Financial Advisor148

DAY & ENNIS, LLC is a financial advisory firm situated in Macon, Georgia. With a nearly $384M assets under management, the firm specializes in crafting personalized retirement planning solutions for 887 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
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QualificationsFirm CRD# 149313

Assets Under Management $227,085,279

No. Of Clients898

Clients Per Financial Advisor43

CHRISTY CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Macon, Georgia. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 898 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 1329

Assets Under Management $191,910,822

No. Of Clients680

Clients Per Financial Advisor68

SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT is a financial advisory firm situated in Macon, Georgia. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 680 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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