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

Last Updated - May 2, 2025

Alpharetta has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Alpharetta, Georgia have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Alpharetta, Georgia

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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

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advisor

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

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advisor
vector.svg VERIFIED

Jaylon Ellison
CFP®, AIF®
4P Wealth Trust

Qualifications
CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

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

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Kevin 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

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advisor
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Homrich 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

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advisor
vector.svg VERIFIED

Tim Eckel
ChFC®
Eckel Financial Network, LLC

Qualifications
CRD# 2366817
Firm CRD# 141238
Series 6, 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 4 Retirement Planning firms in Alpharetta, Georgia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

13680 Highway 9, Suite C100
Milton, GA, 30004
$934,436,33116368
A percentage of AUM, Fixed fees
2

3000 Heritage Walk, Suite 301
Milton, GA, 30004
$914,797,271208511
A percentage of AUM, Fixed fees, Performance Based
3

12630 Crabapple Road, Suite 300
Milton, GA, 30004
$851,302,95711804
A percentage of AUM, Hourly charges
4

12655 Birmingham Hwy, Suite 201
Milton, GA, 30004
$485,084,69910498
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

Information on Top Retirement Planning firms in Alpharetta, Georgia

QualificationsFirm CRD# 297517

Assets Under Management $934,436,331

No. Of Clients1636

Clients Per Financial Advisor205

PGI WEALTH MANAGEMENT is a financial advisory firm situated in Milton, Georgia. With a nearly $934M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1636 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 281082

Assets Under Management $914,797,271

No. Of Clients2085

Clients Per Financial Advisor190

BERKELEY CAPITAL PARTNERS, LLC is a financial advisory firm situated in Milton, Georgia. With a nearly $915M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2085 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
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 109040

Assets Under Management $851,302,957

No. Of Clients1180

Clients Per Financial Advisor295

JAMISON PRIVATE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Milton, Georgia. With a nearly $851M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1180 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 150008

Assets Under Management $485,084,699

No. Of Clients1049

Clients Per Financial Advisor131

BLUECHIP WEALTH ADVISORS LLC is a financial advisory firm situated in Milton, Georgia. With a nearly $485M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1049 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
  • Subscription fees
  • 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
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

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