Fee-OnlyFinder

Advisers in Johns Creek, GA

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

Flat / fixed fees (4)

All advisers

American Wealth Advisors, LLC10475 Medlock Bridge Road, Ivy Falls Bld 100 St 18 · Johns Creek, GA 30097 · (770) 814-7236 · Financial planningCRD 145791 · % of assets, Hourly charges, Fixed fees · $120.2 million AUMSEC registeredNo commissions reportedFleming Wealth Management, LLC11555 Medlock Bridge Road, Suite 100 · Johns Creek, GA 30097 · (678) 597-4254 · Financial planningCRD 133557 · % of assets, Hourly charges · $89.5 million AUMState registeredNo commissions reportedKindzia Investments11555 Medlock Bridge Road, Suite 100 · Johns Creek, GA 30097 · (678) 597-3112 · Financial planningCRD 148189 · % of assets, Hourly charges, Fixed fees · $25.3 million AUMState registeredNo commissions reportedLoftin Wealth Partners6470 E Johns Crossing, Suite 230 · Johns Creek, GA 30097 · (888) 556-3846 · Financial planningCRD 305359 · % of assets, Hourly charges, Fixed fees · $344.5 million AUMSEC registeredNo commissions reportedNetworth Financial Services, LLC11255 Parsons Road, Suite 200 · Johns Creek, GA 30097 · (678) 319-0111 · Financial planningCRD 126666 · % of assets, Hourly charges, Fixed fees · $128.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Johns Creek? 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.