Fee-OnlyFinder

Advisers in Woodstock, GA

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

Hourly fees (6)Flat / fixed fees (8)

All advisers

Financial Architects, LLC302 Creekstone Ridge · Woodstock, GA 30188 · (770) 517-8160 · Financial planningCRD 116027 · % of assets, Hourly charges, Fixed fees · $199.2 million AUMSEC registeredNo commissions reportedGoodwin Investment Advisory238 River Park N Dr. · Woodstock, GA 30188 · (678) 741-2370 · Financial planningCRD 131193 · % of assets, Hourly charges, Fixed fees · $397.0 million AUMSEC registeredNo commissions reportedKanakaris and Associates222 Creekstone Ridge · Woodstock, GA 30188 · (678) 456-5400 · Financial planningCRD 285233 · % of assets, Hourly charges, Fixed fees · $7.5 million AUMState registeredNo commissions reportedLegacy Partners Financial Group, LLC123 Mill Street · Woodstock, GA 30188 · (678) 388-2233 · Financial planningCRD 137025 · % of assets, Fixed fees · $107.6 million AUMState registeredNo commissions reportedMcAp Investment Management, LLC61 Linton Street, Suite 201 · Woodstock, GA 30188 · (404) 594-8030 · Financial planningCRD 336859 · % of assets · $168,998 AUMState registeredNo commissions reportedShepherd Financial LLC220 Heritage Walk, Suite 203 · Woodstock, GA 30188 · (770) 405-9231 · Financial planningCRD 307562 · % of assets, Fixed fees · $19.8 million AUMState registeredNo commissions reportedSurepath Financial Services, LLC3380 Trickum Road, Building 100, Suite 100 · Woodstock, GA 30188 · (770) 924-7071 · Financial planningCRD 289576 · % of assets, Hourly charges, Fixed fees · $34.4 million AUMState registeredNo commissions reportedTurner Wealth Advisory4396 Earney Road · Woodstock, GA 30188 · (770) 751-9296 · Financial planningCRD 290745 · % of assets, Hourly charges, Fixed fees · $90.1 million AUMState registeredNo commissions reportedWoodstock Wealth Management, INC.250 River Park North Drive · Woodstock, GA 30188 · (800) 279-4468 · Financial planningCRD 283472 · % of assets, Hourly charges, Fixed fees · $726.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Woodstock? 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.