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Find Retirement Advisors for Retirement Planning in Roswell, 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 Roswell, Georgia
Last Updated - April 11, 2024Roswell has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Roswell, Georgia have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Roswell, 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
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Roswell, Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | HOWARD CAPITAL MANAGEMENT, INC. 1145 Hembree Rd., Roswell, GA, 30076 | $4,530,860,394 | 14082 | 41 | A Percentage of AUM, Subscription Fees |
| 2 | ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC 500 Sun Valley Drive, Suite A-6 Roswell, GA, 30076 | $229,300,000 | 895 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | COMMONWEALTH FINANCIAL PLANNERS INC 1033 Canton Street, Roswell, GA, 30075 | $156,199,729 | 307 | 4 | A Percentage of AUM, Hourly charges |
| 4 | POWER WEALTH MANAGEMENT 302 Bombay Lane, Roswell, GA, 30076 | $127,817,403 | 322 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | ST. JOHN & ASSOCIATES, INC. 500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA, 30076-1441 | $101,452,071 | 644 | 7 | A Percentage of AUM, Hourly charges, Other (ANNUAL RETAINERS) |
Information on Top Retirement Planning firms in Roswell, Georgia
QualificationsFirm CRD# 118070
Assets Under Management $4,530,860,394
No. Of Clients14082
Clients Per Financial Advisor343
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 14082 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Subscription Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 322496
Assets Under Management $229,300,000
No. Of Clients895
Clients Per Financial Advisor179
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Roswell, Georgia. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 895 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
- Pension Consulting Services
QualificationsFirm CRD# 106831
Assets Under Management $156,199,729
No. Of Clients307
Clients Per Financial Advisor77
COMMONWEALTH FINANCIAL PLANNERS INC is a financial advisory firm situated in Roswell, Georgia. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 307 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 315101
Assets Under Management $127,817,403
No. Of Clients322
Clients Per Financial Advisor81
POWER WEALTH MANAGEMENT is a financial advisory firm situated in Roswell, Georgia. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 322 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 124778
Assets Under Management $101,452,071
No. Of Clients644
Clients Per Financial Advisor92
ST. JOHN & ASSOCIATES, INC. is a financial advisory firm situated in Roswell, Georgia. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 644 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
- Other (ANNUAL RETAINERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Retirement Planners Near You
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