Fee-OnlyFinder

Advisers in Marietta, GA

23 advisers in Marietta — 23 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (20)Hourly fees (15)Flat / fixed fees (14)% of assets managed (22)Retirement plan consulting (12)

All advisers

American Financial Advisors, LLC.2551 Roswell Road, Suite 310 · Marietta, GA 30062 · (770) 977-2434 · Financial planningCRD 115824 · % of assets, Hourly charges, Fixed fees · $950.2 million AUMSEC registeredNo commissions reportedAnovest Investment Advisors3225 Shallowford Road, Suite 220 · Marietta, GA 30062 · (770) 971-7117 · Financial planningCRD 132344 · % of assets, Hourly charges, Fixed fees · $39.5 million AUMState registeredNo commissions reportedAscension Wealth Advisors506 Roswell Street, Se, Ste. 310 · Marietta, GA 30060 · (770) 801-9500 · Financial planningCRD 281580 · Hourly charges, OtherState registeredNo commissions reportedBaer Wealth Management101 Village Parkway, Building 1, Suite 200 · Marietta, GA 30067 · (770) 984-2312 · Financial planningCRD 150555 · % of assets · $334.7 million AUMSEC registeredNo commissions reportedBey-Douglas, LLC Investment Counsel1640 Powers Ferry Rd., Bldg 22-200 · Marietta, GA 30067 · (770) 858-0001 · % of assets managedCRD 108856 · % of assets · $179.8 million AUMSEC registeredNo commissions reportedBrown Capital Advisors, LLC506 Roswell Street, Suite 210 · Marietta, GA 30060 · (770) 462-2747 · Financial planningCRD 299101 · % of assets, Fixed fees · $19.4 million AUMState registeredNo commissions reportedCapital Management Advisors INCOne Parkway Center, 1850 Parkway Pl Se, Ste 1025 · Marietta, GA 30067 · (770) 422-4606 · Financial planningCRD 110447 · % of assets, Hourly charges, Fixed fees · $52.0 million AUMSEC registeredNo commissions reportedDue West Wealth Advisors LLC37 Johnson Ferry Road · Marietta, GA 30068 · (470) 416-1617 · Financial planningCRD 333294 · % of assets, Hourly charges · $1.2 million AUMState registeredNo commissions reportedImpact Partnership Wealth, LLC1688 White Circle Nw · Marietta, GA 30066 · (800) 380-5040 · Financial planningCRD 313928 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedJpg Wealth ManagementAtlanta St. Se, Suite 409 · Marietta, GA 30060 · (470) 531-1818 · Financial planningCRD 174818 · % of assets, Hourly charges · $8.3 million AUMState registeredNo commissions reported
Kenwyck Capital4180 Providence Road, Suite 109 · Marietta, GA 30062 · (404) 567-6001 · Financial planningCRD 332844 · % of assets, Hourly charges, Fixed fees · $6.8 million AUMState registeredNo commissions reportedMarietta Wealth Management, LLC472 N. Sessions Street, Unit #24 · Marietta, GA 30060 · (404) 549-6930 · Financial planningCRD 281782 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedNarwhal Capital Management531 Roselane Street, Suite 420 · Marietta, GA 30060 · (770) 344-0172 · Financial planningCRD 135958 · % of assets, Hourly charges · $2.1 billion AUMSEC registeredNo commissions reportedNicholas Wealth Management218 Roswell St Ne, Suite 200 · Marietta, GA 30060 · (404) 890-5606 · Financial planningCRD 282635 · % of assets, Hourly charges, Fixed fees · $739.8 million AUMSEC registeredNo commissions reportedPaul Manners & Associates, INC.3901 Roswell Road, Suite 308 · Marietta, GA 30062 · (404) 231-8611 · Flat / fixed feesCRD 110996 · % of assets, Fixed fees · $391.7 million AUMSEC registeredNo commissions reportedProactive Wealth Strategies, LLC533 Johnson Ferry Road Bldg. C, Suite 100 · Marietta, GA 30068 · (770) 971-4142 · Financial planningCRD 318872 · % of assets, Hourly charges, Fixed fees · $315.8 million AUMSEC registeredNo commissions reportedRev Capital, LLC319 Atlanta Street Se, Suite 200 · Marietta, GA 30060 · (678) 456-5546 · Financial planningCRD 282132 · % of assets, Fixed fees · $56.8 million AUMState registeredNo commissions reportedSentara Capital3225 Shallowford Road Ne, Suite 900 · Marietta, GA 30062 · (770) 509-5305 · Financial planningCRD 161132 · % of assets, Hourly charges, Fixed fees · $119.6 million AUMSEC registeredNo commissions reportedStrickland Davis Advisors LLC4653 Olde Towne Pkwy · Marietta, GA 30068 · (770) 977-6892 · Financial planningCRD 126538 · % of assets · $121.3 million AUMSEC registeredNo commissions reportedThird Act Retirement Planning, INC.3225 Shallowford Road, Suite 330 · Marietta, GA 30062 · (770) 971-2888 · Financial planningCRD 122785 · % of assets, Hourly charges, Fixed fees · $30.4 million AUMState registeredNo commissions reportedWickham Financial & Insurance Services331 Washington Avenue Ne · Marietta, GA 30060 · (770) 424-8711 · Financial planningCRD 307299 · % of assets · $193.0 million AUMSEC registeredNo commissions reportedWilliamson Advisory Services, INC.630 Village Trace, Building 15, Suite B · Marietta, GA 30067 · (404) 719-4222 · % of assets managedCRD 160102 · % of assets · $108.4 million AUMState registeredNo commissions reportedWiser Wealth Management, INC125 Church St, Suite 220 · Marietta, GA 30060 · (678) 905-4450 · Financial planningCRD 125282 · % of assets, Hourly charges, Fixed fees · $513.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Marietta? 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.