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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 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 Watkinsville, Georgia
Last Updated - April 18, 2024Watkinsville has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Watkinsville, Georgia have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Watkinsville, Georgia
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Watkinsville, Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | STADION MONEY MANAGEMENT, LLC 1061 Cliff Dawson Rd, Watkinsville, GA, 30677 | $2,046,953,608 | 48708 | 39 | A Percentage of AUM |
| 2 | TRADEMARK CAPITAL MANAGEMENT INC. 1551 Jennings Mill Road, Suite 1200a Watkinsville, GA, 30677 | $202,932,827 | 542 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Watkinsville, Georgia
QualificationsFirm CRD# 112608
Assets Under Management $2,046,953,608
No. Of Clients48708
Clients Per Financial Advisor1249
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 48708 clients. The team consists of 39 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 214512
Assets Under Management $202,932,827
No. Of Clients542
Clients Per Financial Advisor77
TRADEMARK CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Watkinsville, Georgia. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 542 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
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Looking for more choices? Use our free match service to compare retirement planners serving your area.