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Find The Best Financial Advisors in Athens, Georgia

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Athens is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Athens & pick the one as per your needs

How To Find The Best Financial Advisors in Athens, Georgia
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Athens, Georgia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Athens, Georgia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Athens, Georgia have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Athens, Georgia

Paul Culbreth

Culbreth Wealth Management, LLC

770-979-1301

Address

2098 Teron Trace,
Ste. 700,
Dacula, GA 30019 See Details

Moore's Wealth Management

770-535-5000

Address

230 Main Street SW,
Gainesville, GA 30501 See Details

Ed Sturdivant

Edelman Financial Engines, LLC

770-810-2575

Address

1960 Satellite Boulevard Suite 3500,
Duluth, GA 30097 See Details

Craig Pfau

Locust Lane Wealth Management

315-427-0512

Address

420 Majestic Cove,
Milton, GA 30004 See Details

Savant Wealth Management

404-237-8881

Address

400 Northridge Road,
Atlanta, GA 30350 See Details

Jaylon Ellison

4P Wealth Trust

256-591-0939

Address

6600 Peachtree Dunwoody Road,
Embassy Row 600 St 575,
Atlanta, GA 30328 See Details

Top Financial Advisor Firms in Athens, Georgia (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CANNON FINANCIAL STRATEGISTS, INC. 649-8 South Milledge Ave, Athens, GA, 30605	133509	$1,082,892,235	2646	A Percentage of AUM, Hourly charges, Fixed Fees
FAMILY WMS, LLC 490 N. Milledge Ave, Athens, GA, 30601	126456	$665,234,298	675	A Percentage of AUM
CARSON ADVISORY GROUP 470 Hill St., Athens, GA, 30601	117410	$600,243,217	1997	A Percentage of AUM, Hourly charges, Fixed Fees
ELWOOD & GOETZ 687 S Milledge Ave, Athens, GA, 30605	154839	$564,488,016	2653	A Percentage of AUM, Hourly charges, Fixed Fees
ELEVATE WEALTH ADVISORY, INC. 190 Hawthorne Park, Athens, GA, 30606	149713	$290,883,747	1783	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Athens, Georgia to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Athens, Georgia

How To Find The Best Financial Advisors in Athens, GeorgiaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Athens, Georgia

Paul Culbreth

Culbreth Wealth Management, LLC

Address

Moore's Wealth Management

Address

Ed Sturdivant

Edelman Financial Engines, LLC

Address

Craig Pfau

Locust Lane Wealth Management

Address

Savant Wealth Management

Address

Jaylon Ellison

4P Wealth Trust

Address

Top Financial Advisor Firms in Athens, Georgia (Ranked by AUM)

Select other cities around Athens, Georgia to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Athens, Georgia
Last Updated - 13-Jun-2023

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