Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Roswell has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Roswell, Georgia have an average of 21 years of experience.
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
Fee-Only, Based on Assets
Kevin Madigan
CFP®
Wela Strategies
Qualifications
CRD# 6245102
Firm CRD# 147762
Series 7, 63, 66
Minimum Assets Required
$100,000
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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Sam Evans
MBA, CFA®
Evans Wealth Management
Qualifications
CRD# 5715560
Firm CRD# 151640
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Homrich Berg Wealth Management
Homrich Berg Wealth Management
Qualifications
Firm CRD# 316731
Minimum Assets Required
Not Specified
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
Fee-Only, Based on Assets
Tim Eckel
ChFC®
Eckel Financial Network, LLC
Qualifications
CRD# 2366817
Firm CRD# 141238
Series 6, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities
Fee-Based, Hourly, Commissions, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1145 Hembree Rd., Roswell, GA, 30076 | $5,232,377,716 | 14312 | 42 | A percentage of AUM, Subscription fees |
2 | 500 Sun Valley Drive, Suite A-6 Roswell, GA, 30076 | $263,970,000 | 914 | 5 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
3 | 300 Colonial Center Parkway, Suite 100 Roswell, GA, 30076 | $226,095,412 | 365 | 5 | A percentage of AUM, Fixed fees |
4 | 55 Park Square, Ste 103 Roswell, GA, 30075 | $208,169,989 | 736 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 1033 Canton Street, Roswell, GA, 30075 | $180,318,918 | 311 | 4 | A percentage of AUM, Hourly charges |
6 | 500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA, 30076-1441 | $116,089,822 | 675 | 7 | A percentage of AUM, Hourly charges, Other (RETAINERS) |
7 | 300 Colonial Center Parkway,, Suite 1000 Roswell, GA, 30076 | $0 | 0 | 6 | A percentage of AUM |
QualificationsFirm CRD# 118070
Assets Under Management $5,232,377,716
No. Of Clients14312
Clients Per Financial Advisor341
HOWARD CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Roswell, Georgia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14312 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322496
Assets Under Management $263,970,000
No. Of Clients914
Clients Per Financial Advisor183
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Roswell, Georgia. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 914 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 290367
Assets Under Management $226,095,412
No. Of Clients365
Clients Per Financial Advisor73
JOURNEY BEYOND WEALTH is a financial advisory firm situated in Roswell, Georgia. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 365 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 332268
Assets Under Management $208,169,989
No. Of Clients736
Clients Per Financial Advisor92
PARK SQUARE FINANCIAL GROUP LLC is a financial advisory firm situated in Roswell, Georgia. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 736 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106831
Assets Under Management $180,318,918
No. Of Clients311
Clients Per Financial Advisor78
COMMONWEALTH FINANCIAL PLANNERS INC is a financial advisory firm situated in Roswell, Georgia. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 311 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 124778
Assets Under Management $116,089,822
No. Of Clients675
Clients Per Financial Advisor96
ST. JOHN & ASSOCIATES, INC. is a financial advisory firm situated in Roswell, Georgia. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 675 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 334044
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
GROWTH LENDING LLC is a financial advisory firm situated in Roswell, Georgia. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.