Fiduciary advisors in Athens, GA

6 registered advisers

There are 6 SEC-registered fiduciary advisors based in Athens. Of those, 6 operate on a fee-only compensation model.

CANNON FINANCIAL STRATEGISTS, INC.

Fee-Only, No ConflictsClean Record
Athens, GeorgiaCRD #133509
Typical Fee--
AUM$1.4B
Minimum--
Clients3,140

CARSON ADVISORY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Athens, GeorgiaCRD #117410
Typical Fee1.50%
AUM$772M
Minimum$25,000
Clients2,145

ELEVATE WEALTH ADVISORY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Athens, GeorgiaCRD #149713
Typical Fee--
AUM$338M
Minimum--
Clients1,649

ELWOOD & GOETZ

Fee-OnlyClean RecordAlso Compensated via Product Sales
Athens, GeorgiaCRD #154839
Typical Fee--
AUM$813M
Minimum--
Clients2,954

FAMILY WMS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Athens, GeorgiaCRD #126456
Typical Fee--
AUM$572M
Minimum--
Clients554

LANIER FINANCIAL GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Athens, GeorgiaCRD #152945
Typical Fee--
AUM$208M
Minimum--
Clients661
Fiduciary Advisors in Athens, Georgia | FiduciaryListings