Advisers in Macon, GA

7 advisers in Macon — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Beall Financial Planning, INC.596 Byars Dr. · Macon, GA 31210 · (478) 743-9023 · Financial planningCRD 125697 · % of assets, Hourly charges · $23.0 million AUMState registeredNo commissions reported Bickley Investments, LLC305 Carrick Way · Macon, GA 31210 · (478) 550-8141 · Financial planningCRD 326843 · % of assets · $447 AUMState registeredNo commissions reported Cfs Wealth Management1515 Bass Road, Suite D · Macon, GA 31210 · (478) 471-1875 · Financial planningCRD 135579 · % of assets, Fixed fees · $189.1 million AUMSEC registeredNo commissions reported J. L. Perkins Wealth Management, LLC215 Sheraton Boulevard · Macon, GA 31210 · (478) 254-3550 · % of assets managedCRD 174308 · % of assets · $142.2 million AUMSEC registeredNo commissions reported Smith, Brown & Groover INC. D/B/A Sbg Wealth Management4001 Vineville Ave · Macon, GA 31210 · (478) 474-7004 · % of assets managedCRD 1329 · % of assets · $284.2 million AUMSEC registeredNo commissions reported Solomon Investments & Financial Planning, LLC1207 Clairmont Place · Macon, GA 31204 · (478) 477-7643 · Financial planningCRD 288867 · % of assets, Hourly charges · $4.0 million AUMState registeredNo commissions reported Wilson Wealth Stewardship1900a Northside Crossing · Macon, GA 31210 · (470) 357-6900 · Financial planningCRD 297725 · % of assets · $58.9 million AUMState registeredNo commissions reported

Talking to advisers in Macon? 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.