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 Sales
Marietta, GeorgiaCRD #115824
Typical Fee--
AUM$895M
Minimum--
Clients1,950

BAER WEALTH MANAGEMENT

Clean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #150555
Typical Fee--
AUM$294M
Minimum--
Clients657

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #108856
Typical Fee--
AUM$155M
Minimum--
Clients374

CAPITAL MANAGEMENT ADVISORS INC

Fee-OnlyAlso Compensated via Product Sales
Marietta, GeorgiaCRD #110447
Typical Fee--
AUM$52M
Minimum--
Clients198

IMPACT PARTNERSHIP WEALTH, LLC

Fee-OnlyAlso Compensated via Product Sales
Marietta, GeorgiaCRD #313928
Typical Fee--
AUM$1.7B
Minimum--
Clients10,237

MARIETTA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #281782
Typical Fee--
AUM$974M
Minimum--
Clients1,390

NARWHAL CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #135958
Typical Fee--
AUM$2.1B
Minimum--
Clients850

NICHOLAS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #282635
Typical Fee--
AUM$414M
Minimum--
Clients619

PAUL MANNERS & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #110996
Typical Fee--
AUM$350M
Minimum--
Clients402

PROACTIVE WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #318872
Typical Fee--
AUM$316M
Minimum--
Clients1,200

SENTARA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #161132
Typical Fee--
AUM$120M
Minimum--
Clients493

SOUTHBRIDGE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #306075
Typical Fee--
AUM$350M
Minimum--
Clients610

STRICKLAND DAVIS ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #126538
Typical Fee--
AUM$118M
Minimum--
Clients184

WICKHAM FINANCIAL & INSURANCE SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #307299
Typical Fee--
AUM$146M
Minimum--
Clients722

WISER WEALTH MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #125282
Typical Fee--
AUM$405M
Minimum--
Clients1,398

YOUR RETIREMENT COACH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marietta, GeorgiaCRD #125573
Typical Fee--
AUM$377M
Minimum--
Clients1,460
Fiduciary Advisors in Marietta, Georgia | FiduciaryListings