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Find Retirement Advisors for Retirement Planning in Local,

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 Local,

Last Updated - March 21, 2024

Local has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Local, have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors Near you

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Temp S Davis IV
CFS
Integrated Financial Partners

Qualifications
CRD# 4566515
Firm CRD# 168012
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

advisor-photo

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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Craig 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

Top 1 Retirement Planning firms in Local, (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DERBEND ASSET MANAGEMENT
525 Clubhouse Drive, Suite 100
Peachtree City, GA, 30269
$192,627,2915076
A Percentage of AUM

Information on Top Retirement Planning firms in Local,

QualificationsFirm CRD# 124463

Assets Under Management $192,627,291

No. Of Clients507

Clients Per Financial Advisor85

DERBEND ASSET MANAGEMENT is a financial advisory firm situated in Peachtree City, Georgia. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 507 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Pension Consulting Services
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