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Financial planning in Duluth, GA

8 advisers in Duluth offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

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 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 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 reported