Fee-OnlyFinder

Advisers in Watkinsville, GA

5 advisers in Watkinsville — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)

All advisers

Afs Wealth Management LLC3651 Mars Hill Rd Suite 700 · Watkinsville, GA 30677 · (770) 554-8344 · Financial planningCRD 335290 · % of assets, Hourly charges, Fixed fees · $25.1 million AUMState registeredNo commissions reportedArch Partners Wealth Management, INC.3651 Mars Hill Rd, Suite 2100 · Watkinsville, GA 30677 · (706) 850-8877 · Financial planningCRD 123735 · % of assets, Hourly charges · $109.2 million AUMSEC registeredNo commissions reportedSanders & Scott, Chfc3651 Mars Hill Rd, Suite 2800-B · Watkinsville, GA 30677 · (770) 760-8933 · Financial planningCRD 125741 · % of assets · $148.8 million AUMSEC registeredNo commissions reportedStadion Money Management, LLC1061 Cliff Dawson Rd · Watkinsville, GA 30677 · (706) 583-5144 · % of assets managedCRD 112608 · % of assets, Other · $2.7 billion AUMSEC registeredNo commissions reportedTrademark Capital Management INC.1551 Jennings Mill Road, Suite 1200a · Watkinsville, GA 30677 · (706) 534-2351 · Financial planningCRD 214512 · % of assets, Hourly charges, Fixed fees · $150.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Watkinsville? 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.