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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 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 Marietta, Georgia
Last Updated - April 12, 2024Marietta has 6 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 20 years of experience.
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List of Qualified Retirement Planning Advisors in Marietta, Georgia
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
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
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
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
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
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 | NARWHAL CAPITAL MANAGEMENT 531 Roselane Street, Suite 420 Marietta, GA, 30060 | $1,296,298,600 | 618 | 18 | A Percentage of AUM, Hourly charges |
| 2 | MARIETTA WEALTH MANAGEMENT, LLC 472 N. Sessions Street, Unit #24 Marietta, GA, 30060 | $916,264,157 | 1200 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | AMERICAN FINANCIAL ADVISORS, LLC. 2551 Roswell Road, Suite 310 Marietta, GA, 30062 | $777,096,773 | 2055 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | IMPACT PARTNERSHIP WEALTH, LLC 1688 White Circle Nw, Marietta, GA, 30066 | $291,965,318 | 2042 | 37 | A Percentage of AUM, Fixed Fees |
| 5 | YOUR RETIREMENT COACH 61 Atlanta Street Se, Marietta, GA, 30060 | $287,428,573 | 1418 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISORY FEES) |
| 6 | BAER WEALTH MANAGEMENT 101 Village Parkway, Building 1, Suite 200 Marietta, GA, 30067 | $236,249,000 | 622 | 4 | A Percentage of AUM, Commission Based |
| 7 | WISER WEALTH MANAGEMENT, INC 125 Church St, Suite 220 Marietta, GA, 30060 | $233,320,269 | 1043 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | PROACTIVE WEALTH STRATEGIES, LLC 533 Johnson Ferry Road Bldg. C, Suite 100 Marietta, GA, 30068 | $179,768,266 | 898 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | NICHOLAS WEALTH MANAGEMENT 218 Roswell St Ne, Suite 200 Marietta, GA, 30060 | $142,393,104 | 1222 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM) |
| 10 | WICKHAM FINANCIAL & INSURANCE SERVICES 331 Washington Avenue, Marietta, GA, 30060 | $124,984,926 | 663 | 3 | A Percentage of AUM |
| 11 | INCOMPASS FINANCIAL PARTNERS, LLC 4994 Lower Roswell Road, Suite 4 Marietta, GA, 30068 | $119,282,915 | 618 | 7 | A Percentage of AUM |
| 12 | SENTARA CAPITAL 3225 Shallowford Road Ne, Suite 900 Marietta, GA, 30062 | $103,011,826 | 579 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | BEY-DOUGLAS, LLC INVESTMENT COUNSEL 1640 Powers Ferry Rd., Bldg. 22, Ste. 200 Marietta, GA, 30067 | $102,940,484 | 312 | 4 | A Percentage of AUM |
| 14 | STRICKLAND DAVIS ADVISORS LLC 4653 Olde Towne Pkwy, Marietta, GA, 30068 | $92,877,674 | 162 | 3 | A Percentage of AUM |
| 15 | CAPITAL MANAGEMENT ADVISORS INC One Parkway Center, 1850 Parkway Pl Se, Ste 1025 Marietta, GA, 30067-8289 | $50,771,619 | 269 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Marietta, Georgia
QualificationsFirm CRD# 135958
Assets Under Management $1,296,298,600
No. Of Clients618
Clients Per Financial Advisor34
NARWHAL CAPITAL MANAGEMENT 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 618 clients. The team consists of 18 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 281782
Assets Under Management $916,264,157
No. Of Clients1200
Clients Per Financial Advisor109
MARIETTA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $916M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1200 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 115824
Assets Under Management $777,096,773
No. Of Clients2055
Clients Per Financial Advisor294
AMERICAN FINANCIAL ADVISORS, LLC. is a financial advisory firm situated in Marietta, Georgia. With a nearly $777M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2055 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 313928
Assets Under Management $291,965,318
No. Of Clients2042
Clients Per Financial Advisor55
IMPACT PARTNERSHIP WEALTH, LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2042 clients. The team consists of 37 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 125573
Assets Under Management $287,428,573
No. Of Clients1418
Clients Per Financial Advisor355
YOUR RETIREMENT COACH is a financial advisory firm situated in Marietta, Georgia. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1418 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
- Other (THIRD PARTY ADVISORY FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 150555
Assets Under Management $236,249,000
No. Of Clients622
Clients Per Financial Advisor156
BAER WEALTH MANAGEMENT is a financial advisory firm situated in Marietta, Georgia. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 622 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
- Commission Based
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 125282
Assets Under Management $233,320,269
No. Of Clients1043
Clients Per Financial Advisor149
WISER WEALTH MANAGEMENT, INC is a financial advisory firm situated in Marietta, Georgia. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1043 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 318872
Assets Under Management $179,768,266
No. Of Clients898
Clients Per Financial Advisor180
PROACTIVE WEALTH STRATEGIES, LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 898 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 282635
Assets Under Management $142,393,104
No. Of Clients1222
Clients Per Financial Advisor102
NICHOLAS WEALTH MANAGEMENT is a financial advisory firm situated in Marietta, Georgia. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1222 clients. The team consists of 12 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 307299
Assets Under Management $124,984,926
No. Of Clients663
Clients Per Financial Advisor221
WICKHAM FINANCIAL & INSURANCE SERVICES is a financial advisory firm situated in Marietta, Georgia. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 663 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 318227
Assets Under Management $119,282,915
No. Of Clients618
Clients Per Financial Advisor88
INCOMPASS FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 618 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 161132
Assets Under Management $103,011,826
No. Of Clients579
Clients Per Financial Advisor193
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 579 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 108856
Assets Under Management $102,940,484
No. Of Clients312
Clients Per Financial Advisor78
BEY-DOUGLAS, LLC INVESTMENT COUNSEL 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 312 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 126538
Assets Under Management $92,877,674
No. Of Clients162
Clients Per Financial Advisor54
STRICKLAND DAVIS ADVISORS LLC is a financial advisory firm situated in Marietta, Georgia. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 162 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 110447
Assets Under Management $50,771,619
No. Of Clients269
Clients Per Financial Advisor67
CAPITAL MANAGEMENT ADVISORS INC is a financial advisory firm situated in Marietta, Georgia. With a nearly $51M assets under management, the firm specializes in crafting personalized retirement planning solutions for 269 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
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Looking for more choices? Use our free match service to compare retirement planners serving your area.