Fee-OnlyFinder

Advisers in Rome, GA

2 advisers in Rome — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Horizon Advisors, LLC506 Riverside Parkway Ne, Suite 202 · Rome, GA 30161 · (706) 807-5250 · Financial planningCRD 305250 · % of assets, Hourly charges, Fixed fees · $8.3 million AUMState registeredNo commissions reportedSummit Financial Group, LLC325 W 9th Street Ne · Rome, GA 30165 · (706) 291-9966 · Hourly feesCRD 125144 · % of assets, Hourly charges · $22.6 million AUMState registeredNo commissions reported
Talking to advisers in Rome? 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.