Advisers in Columbus, GA

6 advisers in Columbus — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (4)

All advisers

Fluid Financial Planning, LLC5636 Whitesville Road, Suite B1 · Columbus, GA 31904 · (706) 332-2544 · Financial planningCRD 285570 · % of assets, Fixed fees · $19.7 million AUMState registeredNo commissions reported Greatmark Investment Partners, INC.6001 River Rd, Suite 300 · Columbus, GA 31904 · (706) 327-2128 · Flat / fixed feesCRD 105267 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported Mars Capital Management LLC3580 Massee Lane, Suite 100 · Columbus, GA 31909 · (706) 760-9586 · % of assets managedCRD 148729 · % of assets · $25.2 million AUMState registeredNo commissions reported Momentum Wealth Management1201 Front Ave., Suite N · Columbus, GA 31901 · (706) 842-2400 · Financial planningCRD 295689 · % of assets, Hourly charges, Fixed fees · $64.6 million AUMState registeredNo commissions reported Townsend Wealth Management6867 Mountainbrook Dr, Ste 102 · Columbus, GA 31904 · (706) 221-8200 · Financial planningCRD 126241 · % of assets, Other · $194.0 million AUMSEC registeredNo commissions reported Wealth Intelligence, LLC2900 Warm Springs Rd · Columbus, GA 30295 · (706) 571-2100 · Financial planningCRD 333253 · % of assets, Hourly charges, Fixed fees · $247.5 million AUMSEC registeredNo commissions reported

Talking to advisers in Columbus? 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.