Fee-OnlyFinder

Advisers in Kennesaw, GA

6 advisers in Kennesaw — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

All advisers

Bdm Investments, INC.3620 Kennesaw North Ind. Pkwy, Suite a · Kennesaw, GA 30144 · (770) 424-9700 · Financial planningCRD 127170 · % of assets · $44.1 million AUMState registeredNo commissions reportedHall Financial Advisors, PC4255 Wade Green Rd Nw, Suite 220 · Kennesaw, GA 30144 · (678) 819-3500 · Financial planningCRD 174754 · % of assets, Hourly charges · $22.0 million AUMState registeredNo commissions reportedHenssler Financial3735 Cherokee Street · Kennesaw, GA 30144 · (770) 429-9166 · Financial planningCRD 104545 · % of assets, Hourly charges, Fixed fees · $3.8 billion AUMSEC registeredNo commissions reportedParrish Capital, LLC1619 Collins Road, Suite 100 · Kennesaw, GA 30152 · (800) 618-1940 · Financial planningCRD 172783 · % of assets, Hourly charges, Fixed fees · $150.0 million AUMSEC registeredNo commissions reportedPayne Financial Management, L.L.C.125 Townpark Drive Nw, Suite 300 · Kennesaw, GA 30144 · (678) 570-2899 · Financial planningCRD 126418 · % of assets, Hourly charges · $39.9 million AUMState registeredNo commissions reportedUnity Financial Planning Group LLC1275 Shiloh Rd Nw, Suite 2730 · Kennesaw, GA 30144 · (470) 457-6385 · Financial planningCRD 333889 · % of assets, Fixed fees, Other · $71.0 million AUMState registeredNo commissions reported
Talking to advisers in Kennesaw? 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.