Fee-OnlyFinder

Advisers in Duluth, GA

11 advisers in Duluth — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (6)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Bjm Financial INC3675 Crestwood Parkway, Suite 105 · Duluth, GA 30096 · (678) 369-6229 · Financial planningCRD 322493 · % of assets, Hourly charges, Fixed fees · $3.0 million AUMState registeredNo commissions reportedC.w. O'Conner Wealth Advisors, INC.3175 Satellite Boulevard, Suite 110 · Duluth, GA 30096 · (770) 368-9919 · Financial planningCRD 125646 · % of assets, Fixed fees · $264.6 million AUMSEC registeredNo commissions reportedCornerstone Management, INC.3237 Satellite Blvd, Suite 400 · Duluth, GA 30096 · (770) 449-7799 · Financial planningCRD 125828 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedEvans Wealth Management6340 Sugarloaf Parkway, Suite 200 · Duluth, GA 30097 · (770) 828-8303 · Financial planningCRD 151640 · % of assets, Hourly charges, Fixed fees · $111.1 million AUMSEC registeredNo commissions reportedFern Impact Advisors, LLC3675 Crestwood Parkway, Suite 400 · Duluth, GA 30096 · (914) 471-7345 · Financial planningCRD 164264 · % of assets, Fixed fees, Performance-based fees · $1.7 million AUMState registeredNo commissions reportedLegacy Partner Group2170 Satellite Boulevard, Suite 175 · Duluth, GA 30097 · (770) 262-2663 · % of assets managedCRD 335418 · % of assets · $85.0 million AUMState registeredNo commissions reportedLifewater Wealth Management2180 Satellite Blvd, Suite 400 · Duluth, GA 30097 · (770) 800-8432 · Financial planningCRD 307121 · % of assets, Hourly charges, Fixed fees · $30.3 million AUMState registeredNo commissions reportedPrimerica Advisors1 Primerica Parkway · Duluth, GA 30099 · (833) 786-0550 · % of assets managedCRD 10111 · % of assets · $15.5 billion AUMSEC registeredNo commissions reportedStanhouse Financial Planning and Management, LLC3235 Satellite Blvd., Bldg 400, Suite 300 · Duluth, GA 30096 · (404) 538-0307 · Financial planningCRD 150494 · % of assets, Hourly charges, Fixed fees · $33.3 million AUMState registeredNo commissions reportedTrestle Wealth Advisory, LLC3470 McClure Bridge Rd, #2322 · Duluth, GA 30096 · (404) 905-6576 · Financial planningCRD 329077 · % of assets, Hourly charges · $33.1 million AUMState registeredNo commissions reportedYongchang Company INC3775 Venture Dr Building O, Suite 201 · Duluth, GA 30096 · (678) 860-9166 · % of assets managedCRD 304736 · % of assets · $10.4 million AUMState registeredNo commissions reported
Talking to advisers in Duluth? 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.