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 Roswell is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Roswell & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Roswell, Georgia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and non-vetted financial advisors in Roswell, Georgia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Roswell, Georgia have an average of 20 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
HOWARD CAPITAL MANAGEMENT, INC. 1145 Hembree Rd., Roswell, GA, 30076 | 118070 | $4,530,860,394 | 14082 | A Percentage of AUM, Subscription Fees |
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC 500 Sun Valley Drive, Suite A-6 Roswell, GA, 30076 | 322496 | $229,300,000 | 895 | A Percentage of AUM, Hourly charges, Fixed Fees |
COMMONWEALTH FINANCIAL PLANNERS INC 1033 Canton Street, Roswell, GA, 30075 | 106831 | $156,199,729 | 307 | A Percentage of AUM, Hourly charges |
POWER WEALTH MANAGEMENT 302 Bombay Lane, Roswell, GA, 30076 | 315101 | $127,817,403 | 322 | A Percentage of AUM, Hourly charges, Fixed Fees |
ST. JOHN & ASSOCIATES, INC. 500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA, 30076-1441 | 124778 | $101,452,071 | 644 | A Percentage of AUM, Hourly charges, Other (ANNUAL RETAINERS) |
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