Fee-OnlyFinder

Advisers in Augusta, GA

8 advisers in Augusta — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Flat / fixed fees (3)

All advisers

Andrews Investment Management1305 Waters Edge Dr · Augusta, GA 30901 · (706) 627-1002 · Financial planningCRD 290345 · % of assets · $15.0 million AUMState registeredNo commissions reportedAp Wealth Management1100 Frazier Drive · Augusta, GA 30909 · (706) 364-4281 · Financial planningCRD 156417 · % of assets, Hourly charges, Fixed fees · $339.6 million AUMSEC registeredNo commissions reportedAsset Advisors2814-A Hillcreek Drive · Augusta, GA 30909 · (706) 650-9900 · Financial planningCRD 297305 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedFirethorn Wealth Partners, LLC2550 Central Avenue · Augusta, GA 30904 · (706) 426-4243 · Financial planningCRD 297634 · % of assets, Hourly charges, Fixed fees · $671.9 million AUMSEC registeredNo commissions reportedMoney Advisors, INC. DBA Century Investment Planning3540 Wheeler Road, Suite 206 · Augusta, GA 30909 · (706) 738-6899 · Financial planningCRD 125276 · % of assets · $63.7 million AUMState registeredNo commissions reportedRichard Young Advisors205 Hudson Trace · Augusta, GA 30907 · (706) 739-0725 · Financial planningCRD 126124 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedWilliams Wealth Management, INC.3540 Wheeler Road, Suite 106 · Augusta, GA 30909 · (706) 840-0304 · % of assets managedCRD 284826 · % of assets · $41.9 million AUMState registeredNo commissions reportedWynn Capital965 Broad Street · Augusta, GA 30901 · (706) 869-3451 · % of assets managedCRD 281291 · % of assets · $320.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Augusta? 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.