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Find Best Financial Advisors in Duluth, Georgia

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 Duluth is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Duluth & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Duluth?

Looking for a qualified financial advisor in Duluth? We can help you by narrowing down your options & listing the best financial advisors in Duluth as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Duluth near you with the list of certified and vetted Duluth financial advisors.

List of Qualified Financial Advisors in Duluth, Georgia

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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

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Ed Sturdivant

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500

Duluth, GA 30097

770-810-2575

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John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678-541-0866

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Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-691-8500

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Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404-889-8919

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Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

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Jim Lepp

Trinity Financial Planning

1530 Habersham Place

Cumming, GA 30041

404-434-2904

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David Fountain

Financial Consultants Group

1080 Sanders Road
Suite 300

Cumming, GA 30041

770-627-2121

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Ed Sturdivant

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

770-810-2575

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Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

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Personal Capital

Personal Capital

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

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Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

Top Financial Advisor Firms in Georgia (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PRIMERICA ADVISORS
1 Primerica Parkway, Duluth, GA 30099-0001
10111 $7,113,872,754 49061 A percentage of AUM
SUGARLOAF WEALTH MANAGEMENT, LLC
2055 Sugarloaf Circle, Suite 200 Duluth, GA 30097
129602 $512,275,885 1098 A percentage of AUM
Hourly charges
Fixed fees
C.W. O'CONNER WEALTH ADVISORS, INC.
3175 Satellite Boulevard, Suite 110 Duluth, GA 30096
125646 $242,344,471 482 A percentage of AUM
Fixed fees

Additional Financial Advisors in Georgia

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andrew Perlman
Inquire with Andrew
2160 Satellite Blvd, Ste 150 Duluth, GA 30097 678-542-2973
John Knuth
Inquire with John
2180 Satellite Blvd, Ste 100 Duluth, GA 30097 770-497-5734
Marcus Hunter
Inquire with Marcus
2180 Satellite Blvd, Ste 100 Duluth, GA 30097 770-497-5747
Thomas P Carney
Inquire with Thomas
2180 Satellite Blvd, Ste 100 Duluth, GA 30097 770-497-5723
Charles Pinigis
Inquire with Charles
2180 Satellite Blvd, Ste 100 Duluth, GA 30097 770-497-5731
Lee Ann Gregg
Inquire with Lee
2180 Satellite Blvd, Ste 100 Duluth, GA 30097 770-497-5725
Morgan Stanley
Inquire with Morgan
2160 Satellite Blvd, Ste 150 Duluth, GA 30097 678-542-2960
Kevin Todd Myers
Inquire with Kevin
2160 Satellite Blvd, Ste 150 Duluth, GA 30097 678-542-2976
Scott Phelan
Inquire with Scott
2160 Satellite Blvd, Ste 150 Duluth, GA 30097 678-542-2972
Melanie Ann Walton
Inquire with Melanie
2160 Satellite Blvd, Ste 150 Duluth, GA 30097 678-542-2965

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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