Fee-OnlyFinder

Advisers in Cumming, GA

5 advisers in Cumming — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (4)

All advisers

Bales Financial Advisors, INC212 Webb Street, Suite 101 · Cumming, GA 30040 · (678) 807-7157 · Financial planningCRD 309477 · % of assets · $51.1 million AUMState registeredNo commissions reportedFinacura Advisory LLC410 Peachtree Pkwy, Suite 4245 · Cumming, GA 30041 · (813) 505-0830 · Financial planningCRD 325447 · % of assets, Hourly charges · $7.6 million AUMState registeredNo commissions reportedFinancial Consultants Group INC1080 Sanders Road, Suite 300 · Cumming, GA 30041 · (770) 627-2121 · Financial planningCRD 108062 · % of assets, Hourly charges, Fixed fees · $188.2 million AUMSEC registeredNo commissions reportedOmega Advisory LLC410 Peachtree Parkway, Suite 4245 · Cumming, GA 30041 · (770) 361-3034 · Financial planningCRD 287459 · % of assets, Hourly charges · $83.9 million AUMState registeredNo commissions reportedTrufp3550 Rowe Lane · Cumming, GA 30041 · (770) 205-4394 · Financial planningCRD 299212 · % of assets, Hourly charges, Fixed fees · $421.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Cumming? 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.