Fee-OnlyFinder

Advisers in Athens, GA

12 advisers in Athens — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (10)Flat / fixed fees (9)Retirement plan consulting (8)

All advisers

Cannon Financial Strategists, INC.649-8 South Milledge Ave · Athens, GA 30605 · (706) 548-3422 · Financial planningCRD 133509 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedCarson Advisory Group470 Hill St. · Athens, GA 30601 · (706) 543-6578 · Financial planningCRD 117410 · % of assets, Hourly charges, Fixed fees · $864.9 million AUMSEC registeredNo commissions reportedClark Brown, LLC215 Hawthorne Park, Suite B · Athens, GA 30606 · (706) 410-1600 · Financial planningCRD 323011 · % of assets, Hourly charges, Fixed fees · $27.7 million AUMState registeredNo commissions reportedCollins/moody Financial Services, L.L.C.455 Newton Bridge Road · Athens, GA 30607 · (706) 543-3493 · Financial planningCRD 120746 · % of assets · $41.8 million AUMState registeredNo commissions reportedElevate Wealth Advisory, INC.2500 Daniells Bridge Rd, Building 200, Suite 2b · Athens, GA 30606 · (706) 353-2728 · Financial planningCRD 149713 · % of assets, Hourly charges, Fixed fees · $385.5 million AUMSEC registeredNo commissions reportedElwood & Goetz687 S Milledge Ave · Athens, GA 30605 · (706) 548-1025 · Financial planningCRD 154839 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedFamily Wms, LLC490 N. Milledge Ave · Athens, GA 30601 · (404) 961-1051 · Financial planningCRD 126456 · % of assets · $571.6 million AUMSEC registeredNo commissions reportedFully Financial295 W Clayton St, Suite 100-B · Athens, GA 30601 · (706) 389-8426 · Financial planningCRD 326015 · % of assets, Hourly charges, Fixed fees · $111.1 million AUMSEC registeredNo commissions reportedHolland Financial Services, INC.1 Huntington Road, Suite 804 · Athens, GA 30606 · (706) 369-8888 · Financial planningCRD 125812 · % of assets, Hourly charges · $75.6 million AUMState registeredNo commissions reportedLangley Wealth Management325 N. Millidge Ave. · Athens, GA 30601 · (678) 898-4155 · Financial planningCRD 292543 · % of assets, Hourly charges, Fixed fees · $31.4 million AUMState registeredNo commissions reported
Lanier Financial Group LLC490 N. Milledge Avenue · Athens, GA 30601 · (404) 882-2628 · Financial planningCRD 152945 · % of assets, Hourly charges, Fixed fees · $236.2 million AUMSEC registeredNo commissions reportedVision Financial Concepts855 Sunset Dr, Ste 7 · Athens, GA 30606 · (706) 613-2474 · Financial planningCRD 124611 · % of assets, Hourly charges, Fixed fees · $5.9 million AUMState registeredNo commissions reported
Talking to advisers in Athens? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.