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Find Retirement Advisors for Retirement Planning in Suwanee, Georgia

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Suwanee, Georgia

Last Updated - March 19, 2025

Suwanee has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Suwanee, Georgia have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Suwanee, Georgia

VERIFIED

Sam Evans
MBA, CFA^®
Evans Wealth Management

Qualifications
CRD# 5715560
Firm CRD# 151640

Minimum Assets Required
$1,000,000

Address

6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097 See Details

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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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Peter Baines
CLTC^®, RICP^®
WealthLink Advisors/Northwestern Mutual

Qualifications
CRD# 3024088
Firm CRD# 2881
Series 6, 7, 63

Minimum Assets Required
$250,000

Address

3440 Preston Ridge Road,
Suite 325,
Alpharetta, GA 30005 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3460 Preston Ridge Rd,
Suite 500,
Alpharetta, GA 30005 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

400 Northridge Road,
Atlanta, GA 30350 See Details

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

Find An Advisor

VERIFIED

Jaylon Ellison
CFP^®, AIF^®
4P Wealth Trust

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

Minimum Assets Required
$500,000

Address

6600 Peachtree Dunwoody Road,
Embassy Row 600 St 575,
Atlanta, GA 30328 See Details

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

Find An Advisor

VERIFIED

Homrich Berg Wealth Management
Homrich Berg Wealth Management

Qualifications
Firm CRD# 316731

Minimum Assets Required
Not Specified

Address

3550 Lenox Rd NE,
Suite 2700,
Atlanta, GA 30326 See Details

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

Find An Advisor

Top 3 Retirement Planning firms in Suwanee, Georgia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	5400 Laurel Springs Parkway, Suite 303 Suwanee, GA, 30024	$277,093,078	902	4	A Percentage of AUM, Fixed Fees
2	3575 Lawrenceville Suwanee Road, Suwanee, GA, 30024	$251,634,671	2390	13	A Percentage of AUM
3	5400 Laurel Springs Parkway, Suite 101 Suwanee, GA, 30024	$149,228,000	637	3	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Suwanee, Georgia

WEAVER CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 135037

Assets Under Management $277,093,078

No. Of Clients902

Clients Per Financial Advisor226

WEAVER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Suwanee, Georgia. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 902 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
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

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THE LLOYD GROUP

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QualificationsFirm CRD# 150582

Assets Under Management $251,634,671

No. Of Clients2390

Clients Per Financial Advisor184

THE LLOYD GROUP is a financial advisory firm situated in Suwanee, Georgia. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2390 clients. The team consists of 13 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
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

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LEGACY PLANNING ADVISORS, LLC

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QualificationsFirm CRD# 121289

Assets Under Management $149,228,000

No. Of Clients637

Clients Per Financial Advisor212

LEGACY PLANNING ADVISORS, LLC is a financial advisory firm situated in Suwanee, Georgia. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 637 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
Educational Seminars/ Workshops

View Full Profile

Retirement Planners Near You

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.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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