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

Last Updated - April 12, 2024

Suwanee has 9 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 20 years of experience.

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List of Qualified Retirement Planning Advisors in Suwanee, Georgia

advisor-photo

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

advisor-photo
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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

advisor-photo
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Ed 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

advisor-photo
vector.svg VERIFIED

Peter 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

advisor-photo
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Paul Culbreth
CFP®
Culbreth Wealth Management, LLC

Qualifications
CRD# 4970743
Firm CRD# 325196
Series 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, 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

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

advisor-photo
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

advisor-photo

Qualifications
Firm CRD# 146051

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WEAVER CAPITAL MANAGEMENT, LLC
5400 Laurel Springs Parkway, Suite 303
Suwanee, GA, 30024
$277,093,0789024
A Percentage of AUM, Fixed Fees
2
THE LLOYD GROUP
3575 Lawrenceville Suwanee Road,
Suwanee, GA, 30024
$251,634,671239013
A Percentage of AUM
3
LEGACY PLANNING ADVISORS, LLC
5400 Laurel Springs Parkway, Suite 101
Suwanee, GA, 30024
$149,228,0006373
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Suwanee, Georgia

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
View Full Profile

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
View Full Profile

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

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