Find a Financial Advisor in Cumming, GA

 

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

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We Only Work With The Best Cumming 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 Cumming, GA


  • Financial Advisor Close to Cumming, 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 Cumming, 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 Cumming, GA

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

  • Population: 6,309
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $249,600
  • Average Monthly Housing Cost: $1,008
  • Average Household Income: $65,428
  • 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 Cumming, GA

 

GER LOFTIN WEALTH ADVISORS, LLC

Website

(404) 419-2311

410 Peachtree Parkway, Suite 4245

Cumming, GA 30041

SEC#: 801-117350
Years in Business: 2 years

INVESTMENT PLANNING ADVISORS

Website

(770) 205-4394

327 Dahlonega Street, Suite 503
Pmb 538
Cumming, GA 30040

SEC#: 801-117561
Years in Business: 1 years

CAPE INVESTMENT ADVISORY, INC.

Website

(770) 654-4542

1940 Ridge Gate Drive

Cumming, GA 30041

SEC#: 801-71349
Years in Business: 11 years

CHURCHILL MANAGEMENT CORP

Website

(404) 942-1354

6690 Country Lake Road

Cumming, GA 30041

SEC#: 801-4211
Years in Business: 54 years

STRATOS WEALTH PARTNERS, LTD

Website

(770) 552-1500

3830 Windermere Pkwy
Suite 302
Cumming, GA 30041

SEC#: 801-71457
Years in Business: 11 years

STRATOS WEALTH PARTNERS, LTD

Website

(770) 552-1500

3830 Windermere Pkwy
Suite 302
Cumming, GA 30041

SEC#: 801-71457
Years in Business: 11 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(888) 556-3846

410 Peachtree Pkwy
Bldg 400 Ste 4245
Cumming, GA 30041

SEC#: 801-57198
Years in Business: 21 years

CHURCHILL MANAGEMENT CORP

Website

(404) 942-1354

6690 Country Lake Road

Cumming, GA 30041

SEC#: 801-4211
Years in Business: 54 years

STRATOS WEALTH PARTNERS, LTD

Website

(770) 552-1500

3830 Windermere Pkwy
Suite 302
Cumming, GA 30041

SEC#: 801-71457
Years in Business: 11 years

 


Cumming, GA Financial Advisor FAQs

You can identify a financial advisor by looking for providers who are registered with the Securities Exchange Commission (SEC). The SEC maintains an online database of financial advisors. You can search this database by name, city, state, finance specialty, etc.
The benefits of having a financial advisor are many. They can help you arrange your spending habits based on your budget, create an emergency fund, monitor and grow investments, and manage debts.
Financial advisors are typically paid on a percentage basis. Fees may also vary depending on level of sophistication and risk taken. Higher fees generally indicate greater experience in the field, and more commitment on behalf of the advisor to meet their client's needs.
Many people think that financial advice only relates to investments but in reality, it covers a wide range of other financial decisions such as taxes, loans and mortgages. This broad knowledge-base is what enables Financial Advisors to develop appropriate recommendations for their clients and help them make changes in areas they might need assistance with.