Find a Financial Advisor in Alpharetta, GA

 

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We did the hard work of finding trustworthy partners in Alpharetta, GA.

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We Only Work With The Best Alpharetta Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Alpharetta, GA


  • Financial Advisor Close to Alpharetta, GA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Alpharetta, GA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Alpharetta, GA

We evaluated over 13,000 RIA firms to bring you the best of the best Alpharetta financial advisors.
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How Retirement-Friendly is Alpharetta, GA?

  • Population: 65,590
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $428,400
  • Average Monthly Housing Cost: $1,594
  • Average Household Income: $153,808
  • Georgia Total Tax Burden: 7.91% (16th Lowest in U.S.)
  • Georgia Property Tax: 2.59% (18th Lowest in U.S.)
  • Georgia Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Georgia Sales and Excise Tax: 2.94% (15th Lowest in U.S.)



The Top Financial Advisor Firms in Alpharetta, GA

 

ADAPTIVE INVESTMENTS

Website

(888) 721-4588

12600 Deerfield Parkway
Suite 100
Alpharetta, GA 30004

SEC#: 801-106545
Years in Business: 6 years

LUMATURE WEALTH PARTNERS, LLC

Website

(678) 680-6500

2325 Lakeview Parkway
Suite 175
Alpharetta, GA 30009

SEC#: 801-118746
Years in Business: 1 years

CU CAPITAL MARKET SOLUTIONS, LLC

Website

(678) 960-2902

6120 Windward Parkway
Suite 200
Alpharetta, GA 30005

SEC#: 801-108189
Years in Business: 5 years

THE WEALTH ENHANCEMENT GROUP, INC.

Website

(770) 777-1845

1075 Powers Place

Alpharetta, GA 30009

SEC#: 801-66580
Years in Business: 15 years

WEALTH ENHANCEMENT & PRESERVATION

Website

(678) 739-0175

5755 North Point Pkwy
Suite 232
Alpharetta, GA 30022

SEC#: 801-115264
Years in Business: 2 years

ASHWORTH SULLIVAN WEALTH ADVISORS LLC

Website

(770) 771-5812

30,000 Mill Creek Ave, Suite 340

Alpharetta, GA 30022

SEC#: 801-115105
Years in Business: 2 years

KALOS MANAGEMENT

Website

(678) 356-1100

11525 Park Woods Circle
Suite 280
Alpharetta, GA 30005

SEC#: 801-65182
Years in Business: 16 years

REDWOOD WEALTH MANAGEMENT, LLC

Website

(678) 390-3300

11175 Cicero Drive
Suite 510
Alpharetta, GA 30022

SEC#: 801-69599
Years in Business: 13 years

TANDEMGROWTH FINANCIAL ADVISORS, LLC

Website

(770) 641-6360

3820 Mansell Road
Suite T30
Alpharetta, GA 30022

SEC#: 801-79425
Years in Business: 7 years

 


Alpharetta, GA Financial Advisor FAQs

On top of a financial advisor's qualifications, ask about the fees they charge, the services that come with it, frequency of meetings, and any other additional fees to be paid while on the contract.
A good place to start would be to check on financial advisors' profiles in FINRA (Financial Industry Regulatory Authority). Browse through the reports section for any helpful details or warnings that could assist you in this quest.
There are a couple of different ways that advisors can get paid. They might charge as individuals for their time as consultants or they might charge a percentage of assets under management.
A good financial advisor will help you evaluate both your retirement savings needs and other financial goals. Generally, they know how to deal with your investments to optimize income and growth opportunities while managing risk levels.