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Find The Best Financial Advisors in Marietta, 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 Marietta is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Marietta & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Marietta, Georgia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 11 non-vetted financial advisors in Marietta, Georgia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Marietta, Georgia have an average of 24 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 Marietta , Georgia

Edelman Financial Engines, LLC

877-208-7414

Address

200 Galleria Drive SE,
Suite 1805,
Atlanta, GA 30339 See Details

Jim Funk

Farther Finance

404-695-8890

Address

4950 Highland Oaks Run SE,
Mableton, GA 30126 See Details

Savant Wealth Management

404-237-8881

Address

400 Northridge Road,
Atlanta, GA 30350 See Details

HB Wealth

404-264-1400

Address

3550 Lenox Rd NE,
Suite 2700,
Atlanta, GA 30326 See Details

Mark Stancato

VIP Wealth Advisors

917-319-8281

Address

120 W Trinity Pl,
Decatur, GA 30030 See Details

Sam Evans

Evans Wealth Management

770-828-8303

Address

6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NARWHAL CAPITAL MANAGEMENT 531 Roselane Street, Suite 420 Marietta, GA, 30060	135958	$1,583,450,503	676	A percentage of AUM, Hourly charges
MARIETTA WEALTH MANAGEMENT, LLC 472 N. Sessions Street, Unit #24 Marietta, GA, 30060	281782	$1,147,123,280	1298	A percentage of AUM, Hourly charges, Fixed fees
YOUR RETIREMENT COACH 61 Atlanta Street Se, Marietta, GA, 30060	125573	$377,067,797	1460	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISORY FEES)
PROACTIVE WEALTH STRATEGIES, LLC 533 Johnson Ferry Road Bldg. C, Suite 100 Marietta, GA, 30068	318872	$253,549,812	381	A percentage of AUM, Fixed fees
BAER WEALTH MANAGEMENT 101 Village Parkway, Building 1, Suite 200 Marietta, GA, 30067	150555	$249,725,000	639	A percentage of AUM, Commission Based
NICHOLAS WEALTH MANAGEMENT 218 Roswell St Ne, Suite 200 Marietta, GA, 30060	282635	$203,057,268	1473	A percentage of AUM, Hourly charges, Fixed fees, Other (EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM)
INCOMPASS FINANCIAL PARTNERS, LLC 4994 Lower Roswell Road, Suite 4 Marietta, GA, 30068	318227	$164,172,439	839	A percentage of AUM, Fixed fees
WICKHAM FINANCIAL & INSURANCE SERVICES 331 Washington Avenue Ne, Marietta, GA, 30060	307299	$144,405,158	693	A percentage of AUM
STRICKLAND DAVIS ADVISORS LLC 4653 Olde Towne Pkwy, Marietta, GA, 30068	126538	$112,192,919	186	A percentage of AUM
SENTARA CAPITAL 3225 Shallowford Road Ne, Suite 900 Marietta, GA, 30062	161132	$102,775,422	442	A percentage of AUM, Hourly charges, Fixed fees
CAPITAL MANAGEMENT ADVISORS INC One Parkway Center, 1850 Parkway Pl Se, Ste 1025 Marietta, GA, 30067-8289	110447	$52,004,472	198	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Marietta, Georgia

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

List of Qualified Financial Advisors in Marietta , Georgia

Edelman Financial Engines, LLC

Address

Jim Funk

Farther Finance

Address

Savant Wealth Management

Address

HB Wealth

Address

Mark Stancato

VIP Wealth Advisors

Address

Sam Evans

Evans Wealth Management

Address

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

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy