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Financial planning in Marietta, GA

20 advisers in Marietta offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 20

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 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 reportedKenwyck 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 reported
Marietta 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 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 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