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Find Retirement Advisors for Retirement Planning in Watkinsville, 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 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.

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Finding the Best Retirement Planners in Watkinsville, Georgia

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Watkinsville, Georgia

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Homrich Berg Wealth Management
Homrich Berg Wealth Management

Qualifications
Firm CRD# 316731

Minimum Assets Required
Not Specified

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 arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1061 Cliff Dawson Rd,
Watkinsville, GA, 30677
$2,332,860,1755098442
A percentage of AUM, Other (MINIMUM ACCOUNT FEES IN CONJUNCTION WITH ASSET-BASED FEES)
2

1551 Jennings Mill Road, Suite 1200a
Watkinsville, GA, 30677
$209,395,90743410
A percentage of AUM, Hourly charges, Fixed fees
3

3651 Mars Hill Rd, Suite 2800-B
Watkinsville, GA, 30677
$119,075,8147932
A percentage of AUM, Other (QUARTERLY ADVISORY FEE)

Information on Top Retirement Planning firms in Watkinsville, Georgia

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.

Fee Structure

  • A percentage of AUM
  • Other (MINIMUM ACCOUNT FEES IN CONJUNCTION WITH ASSET-BASED FEES)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
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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.

Fee Structure

  • A percentage of AUM
  • Other (QUARTERLY ADVISORY FEE)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

Retirement Planners Near You

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