Fiduciary advisors in Marietta, GA
16 registered advisers
Marietta is Lockheed Martin's largest manufacturing facility anchors an advisory market shaped by defense contractor compensation and benefits, and 16 SEC-registered fiduciary firms serve local investors. 15 of those firms -- 94% -- operate on a fee-only basis, accepting no commissions. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.
AMERICAN FINANCIAL ADVISORS, LLC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$895M
Minimum--
Clients1,950
BAER WEALTH MANAGEMENT
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$294M
Minimum--
Clients657
BEY-DOUGLAS, LLC INVESTMENT COUNSEL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$155M
Minimum--
Clients374
CAPITAL MANAGEMENT ADVISORS INC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$52M
Minimum--
Clients198
IMPACT PARTNERSHIP WEALTH, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients10,237
MARIETTA WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$974M
Minimum--
Clients1,390
NARWHAL CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients850
NICHOLAS WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$414M
Minimum--
Clients619
PAUL MANNERS & ASSOCIATES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$350M
Minimum--
Clients402
PROACTIVE WEALTH STRATEGIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$316M
Minimum--
Clients1,200
SENTARA CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$120M
Minimum--
Clients493
SOUTHBRIDGE ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$350M
Minimum--
Clients610
STRICKLAND DAVIS ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$118M
Minimum--
Clients184
WICKHAM FINANCIAL & INSURANCE SERVICES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$146M
Minimum--
Clients722
WISER WEALTH MANAGEMENT, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$405M
Minimum--
Clients1,398
YOUR RETIREMENT COACH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$377M
Minimum--
Clients1,460