Fee-OnlyFinder

Advisers in Valdosta, GA

3 advisers in Valdosta — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bush Wealth Management2918 N. Oak St., Ste. B · Valdosta, GA 31602 · (229) 247-1474 · Financial planningCRD 304262 · % of assets, Hourly charges, Fixed fees · $258.4 million AUMSEC registeredNo commissions reportedUl Wealth LLC3316 N Oak St Ext · Valdosta, GA 31605 · (229) 262-1990 · Financial planningCRD 309277 · % of assets, Hourly charges, Fixed fees · $49.4 million AUMState registeredNo commissions reportedWindemere Advisors, LLC2701 Windemere Drive · Valdosta, GA 31602 · (229) 241-0576 · Financial planningCRD 283556 · % of assets, Hourly charges, Other · $23.8 million AUMState registeredNo commissions reported
Talking to advisers in Valdosta? 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.