Fee-OnlyFinder

Advisers in Gainesville, GA

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

Financial planning (4)Hourly fees (3)Flat / fixed fees (3)

All advisers

Blossom Balance LLC3292 Thompson Bridge Road, Suite 149 · Gainesville, GA 30506 · (678) 408-1020 · Financial planningCRD 338937 · % of assets, Hourly charges, Fixed fees · $5.6 million AUMState registeredNo commissions reportedCapital Investment Partners LLC204 W. Academy Street · Gainesville, GA 30501 · (678) 622-1676 · % of assets managedCRD 309469 · % of assets · $49.4 million AUMState registeredNo commissions reportedFiduciary Capital, INC.351 Jesse Jewell Pkwy Sw, Suite 301 · Gainesville, GA 30501 · (770) 249-7424 · Financial planningCRD 126178 · % of assets, Hourly charges, Other · $67.8 million AUMState registeredNo commissions reportedJt Stratford, LLC311 Green Street, Suite 100 · Gainesville, GA 30501 · (770) 534-6046 · Financial planningCRD 155629 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedWillis Investment Counsel INC710 Green Street · Gainesville, GA 30501 · (770) 718-0706 · Financial planningCRD 111042 · % of assets, Fixed fees, Other · $4.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Gainesville? 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.