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.
Watkinsville has 4 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 Watkinsville, Georgia have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, 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
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 | 1061 Cliff Dawson Rd, Watkinsville, GA, 30677 | $2,332,860,175 | 50984 | 42 | A percentage of AUM, Other (MINIMUM ACCOUNT FEES IN CONJUNCTION WITH ASSET-BASED FEES) |
2 | 1551 Jennings Mill Road, Suite 1200a Watkinsville, GA, 30677 | $209,395,907 | 434 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 3651 Mars Hill Rd, Suite 2800-B Watkinsville, GA, 30677 | $119,075,814 | 793 | 2 | A percentage of AUM, Other (QUARTERLY ADVISORY FEE) |
QualificationsFirm CRD# 112608
Assets Under Management $2,332,860,175
No. Of Clients50984
Clients Per Financial Advisor1214
STADION MONEY MANAGEMENT, LLC is a financial advisory firm situated in Watkinsville, Georgia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50984 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 214512
Assets Under Management $209,395,907
No. Of Clients434
Clients Per Financial Advisor43
TRADEMARK CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Watkinsville, Georgia. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 434 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 125741
Assets Under Management $119,075,814
No. Of Clients793
Clients Per Financial Advisor397
SANDERS & SCOTT, CHFC is a financial advisory firm situated in Watkinsville, Georgia. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 793 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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