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Find Retirement Advisors for Retirement Planning in Marietta, 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 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.
Finding the Best Retirement Planners in Marietta, Georgia
Last Updated - April 25, 2025Marietta has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Marietta, Georgia have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Marietta, Georgia
VERIFIEDKevin Madigan
CFP®
Wela Strategies
Qualifications
CRD# 6245102
Firm CRD# 147762
Series 7, 63, 66
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, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDHomrich Berg Wealth Management
Homrich Berg Wealth Management
Qualifications
Firm CRD# 316731
Minimum Assets Required
Not Specified
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-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Marietta, Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 531 Roselane Street, Suite 420 Marietta, GA, 30060 | $1,583,450,503 | 676 | 20 | A percentage of AUM, Hourly charges |
| 2 | 472 N. Sessions Street, Unit #24 Marietta, GA, 30060 | $1,147,123,280 | 1298 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 2551 Roswell Road, Suite 310 Marietta, GA, 30062 | $853,526,370 | 1992 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 1688 White Circle Nw, Marietta, GA, 30066 | $751,621,346 | 7527 | 54 | A percentage of AUM, Fixed fees |
| 5 | 61 Atlanta Street Se, Marietta, GA, 30060 | $377,067,797 | 1460 | 16 | A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISORY FEES) |
| 6 | 125 Church St, Suite 220 Marietta, GA, 30060 | $307,914,735 | 1197 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 533 Johnson Ferry Road Bldg. C, Suite 100 Marietta, GA, 30068 | $253,549,812 | 381 | 5 | A percentage of AUM, Fixed fees |
| 8 | 101 Village Parkway, Building 1, Suite 200 Marietta, GA, 30067 | $249,725,000 | 639 | 2 | A percentage of AUM, Commission Based |
| 9 | 218 Roswell St Ne, Suite 200 Marietta, GA, 30060 | $203,057,268 | 1473 | 14 | A percentage of AUM, Hourly charges, Fixed fees, Other (EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM) |
| 10 | 4994 Lower Roswell Road, Suite 4 Marietta, GA, 30068 | $164,172,439 | 839 | 7 | A percentage of AUM, Fixed fees |
| 11 | 331 Washington Avenue Ne, Marietta, GA, 30060 | $144,405,158 | 693 | 4 | A percentage of AUM |
| 12 | 1640 Powers Ferry Rd., Bldg. 22, Ste. 200 Marietta, GA, 30067 | $133,879,645 | 321 | 4 | A percentage of AUM |
| 13 | 4653 Olde Towne Pkwy, Marietta, GA, 30068 | $112,192,919 | 186 | 3 | A percentage of AUM |
| 14 | 3225 Shallowford Road Ne, Suite 900 Marietta, GA, 30062 | $102,775,422 | 442 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | One Parkway Center, 1850 Parkway Pl Se, Ste 1025 Marietta, GA, 30067-8289 | $52,004,472 | 198 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Marietta, Georgia
QualificationsFirm CRD# 135958
Assets Under Management $1,583,450,503
No. Of Clients676
Clients Per Financial Advisor34
NARWHAL CAPITAL MANAGEMENT is a financial advisory firm situated in Marietta, Georgia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 676 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 281782
Assets Under Management $1,147,123,280
No. Of Clients1298
Clients Per Financial Advisor118
MARIETTA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1298 clients. The team consists of 11 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 115824
Assets Under Management $853,526,370
No. Of Clients1992
Clients Per Financial Advisor332
AMERICAN FINANCIAL ADVISORS, LLC. is a financial advisory firm situated in Marietta, Georgia. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1992 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 313928
Assets Under Management $751,621,346
No. Of Clients7527
Clients Per Financial Advisor139
IMPACT PARTNERSHIP WEALTH, LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $752M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7527 clients. The team consists of 54 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 125573
Assets Under Management $377,067,797
No. Of Clients1460
Clients Per Financial Advisor91
YOUR RETIREMENT COACH is a financial advisory firm situated in Marietta, Georgia. With a nearly $377M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1460 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD PARTY ADVISORY FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
- Other (SUCCESSION AND TRANSITION PLANNING FOR BUSINESS OWNERS)
QualificationsFirm CRD# 125282
Assets Under Management $307,914,735
No. Of Clients1197
Clients Per Financial Advisor150
WISER WEALTH MANAGEMENT, INC is a financial advisory firm situated in Marietta, Georgia. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1197 clients. The team consists of 8 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 318872
Assets Under Management $253,549,812
No. Of Clients381
Clients Per Financial Advisor76
PROACTIVE WEALTH STRATEGIES, LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 381 clients. The team consists of 5 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 150555
Assets Under Management $249,725,000
No. Of Clients639
Clients Per Financial Advisor320
BAER WEALTH MANAGEMENT is a financial advisory firm situated in Marietta, Georgia. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 639 clients. The team consists of 2 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 282635
Assets Under Management $203,057,268
No. Of Clients1473
Clients Per Financial Advisor105
NICHOLAS WEALTH MANAGEMENT is a financial advisory firm situated in Marietta, Georgia. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1473 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (RADIO/PODCASTS)
QualificationsFirm CRD# 318227
Assets Under Management $164,172,439
No. Of Clients839
Clients Per Financial Advisor120
INCOMPASS FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 839 clients. The team consists of 7 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 307299
Assets Under Management $144,405,158
No. Of Clients693
Clients Per Financial Advisor173
WICKHAM FINANCIAL & INSURANCE SERVICES is a financial advisory firm situated in Marietta, Georgia. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 693 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 108856
Assets Under Management $133,879,645
No. Of Clients321
Clients Per Financial Advisor80
BEY-DOUGLAS, LLC INVESTMENT COUNSEL is a financial advisory firm situated in Marietta, Georgia. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 321 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 126538
Assets Under Management $112,192,919
No. Of Clients186
Clients Per Financial Advisor62
STRICKLAND DAVIS ADVISORS LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 186 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 161132
Assets Under Management $102,775,422
No. Of Clients442
Clients Per Financial Advisor221
SENTARA CAPITAL is a financial advisory firm situated in Marietta, Georgia. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 442 clients. The team consists of 2 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 110447
Assets Under Management $52,004,472
No. Of Clients198
Clients Per Financial Advisor50
CAPITAL MANAGEMENT ADVISORS INC is a financial advisory firm situated in Marietta, Georgia. With a nearly $52M assets under management, the firm specializes in crafting personalized retirement planning solutions for 198 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
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