Fee-OnlyFinder

Advisers in Suwanee, GA

9 advisers in Suwanee — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (5)Flat / fixed fees (3)% of assets managed (8)Retirement plan consulting (4)

All advisers

Capital Research Advisors, LLC3011 Sutton Gate Drive, Second Floor, Suite 240 · Suwanee, GA 30024 · (770) 925-1000 · Financial planningCRD 125621 · % of assets, Hourly charges · $62.9 million AUMState registeredNo commissions reportedCenturion Advisory Group, INC1325 Satellite Boulevard, Building 300, Suite 302 · Suwanee, GA 30024 · (770) 817-0525 · Financial planningCRD 140605 · % of assets, Fixed fees, Other · $78.7 million AUMState registeredNo commissions reportedCenturion Wealth Management LLC1325 Satellite Blvd Nw, Suite 1404 · Suwanee, GA 30024 · (770) 385-1118CRD 327991 · Other · $22.2 million AUMState registeredNo commissions reportedLegacy Planning Advisors, LLC5400 Laurel Springs Parkway, Suite 101 · Suwanee, GA 30024 · (770) 919-2075 · Financial planningCRD 121289 · % of assets, Hourly charges, Fixed fees · $234.0 million AUMSEC registeredNo commissions reportedMersereau, Lazenby & Rockas, L.L.C.3469 Lawrenceville Suwanee Rd, Ste B · Suwanee, GA 30024 · (770) 614-6800 · Financial planningCRD 126139 · % of assets, Hourly charges · $99.0 million AUMState registeredNo commissions reportedPremier Financial Advisory Services, LLC4045 Smithtown Road, Suite K · Suwanee, GA 30024 · (404) 921-9755 · Financial planningCRD 125197 · % of assets, Hourly charges · $37.3 million AUMState registeredNo commissions reportedThe Lloyd Advisory Group3575 Lawrenceville Suwanee Road · Suwanee, GA 30024 · (770) 932-0387 · % of assets managedCRD 150582 · % of assets · $437.6 million AUMSEC registeredNo commissions reportedWeaver Capital Management, LLC5400 Laurel Springs Parkway, Suite 303 · Suwanee, GA 30024 · (678) 341-1333 · Financial planningCRD 135037 · % of assets, Fixed fees · $537.8 million AUMSEC registeredNo commissions reportedWilson Financial Group, LLC1325 Satellite Blvd. Nw, Suite 103 · Suwanee, GA 30024 · (770) 447-9426 · Financial planningCRD 152097 · % of assets, Hourly charges · $49.8 million AUMState registeredNo commissions reported
Talking to advisers in Suwanee? 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.