Find a financial advisor in Alpharetta, GA

Find financial advisors in Alpharetta, GA

Find financial advisors in Alpharetta, GA

Share a few details and we'll show you the best financial advisors in your area.
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Find financial advisors in Alpharetta, GA

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Alpharetta, GA

Clients agree: these Alpharetta financial advisors are highly rated for knowledge, experience, communication, and more.
CBAS Tax & Financial Services

CBAS Tax & Financial Services

New on Thervo
Offers online services
24+ years in business
Serves Alpharetta, GA
CBAS Tax & Financial Services has been in business over 20 years with an A+ Rating on the Better Business Bureau (BBB). We have a strong literacy in Tax laws, very committed to giving our clients the best service and understanding when it comes to their financials. We are here to help make things less complicated. Our firm wants to give you a clear understanding of the financial situation and also the best experience with your outcomes. When our experts take on your case, rest assured that you will have the best team to reduce and resolve your burdens. Our team of experienced and qualified professionals maintains lasting relationships with c
Law Office Of Miles W. Rich

Law Office Of Miles W. Rich

5.0(3)
Offers online services
4 hires on Thervo
29+ years in business
Serves Alpharetta, GA
Arch N. says, "Very knowledgeable and professional. " Read more
M Wealth Group

M Wealth Group

New on Thervo
15+ years in business
Serves Alpharetta, GA
M Wealth Group stands as a beacon of financial empowerment. With a quarter-century of combined experience under our belt, we firmly believe that your finances should be a source of strength, not anxiety. Our seasoned management team has consistently guided individuals, families, and businesses towards financial mastery, allowing them to truly live life on their own terms. If you're seeking a partner to transform your financial journey from stressful to empowering, look no further than M Wealth Group. Services: Financial Planner Near Me, Financial Services, Financial Consultant, Life Insurance Agent, Insurance Planning, Retirement Planning, F
Johns Creek Advisors, Inc.

Johns Creek Advisors, Inc.

New on Thervo
Offers online services
18+ years in business
Serves Alpharetta, GA
3 of the 10 Certified Financial Fiduciaries, in Georgia, are in our office. Being 'Certified' to always do what is in the Best Interest of our clients is what defines our firm. We are only successful when our clients succeed. We love helping people retire young.
Tax Genius Of Atlanta

Tax Genius Of Atlanta

5.0(2)
Top Pro
Offers online services
1 hire on Thervo
6+ years in business
Serves Alpharetta, GA
Beth H. says, "What a difference...I got a lot more back with Tax Genius Of Atlanta" Read more
New Beginnings Financial Group

New Beginnings Financial Group

5.0(1)
Offers online services
5 hires on Thervo
10+ years in business
Serves Alpharetta, GA
Sheena K. says, "Quick, thorough, friendly " Read more
The Piedmont Group

The Piedmont Group

New on Thervo
Offers online services
14+ years in business
Serves Alpharetta, GA
As a multifaceted financial planning and wealth management firm, we offer insurance and investment planning for individuals and businesses. We implement holistic financial solutions designed by a team of strong advisors embodying integrity, proactivity, and fellowship with an emphasis on people versus the product. The most enjoyable part of the work I do is witnessing the sigh of relief every time I meet with a client. Being a vital role in the financial success of people's lives is emotionally rewarding for my team and me....
Morris And Associates, LLC

Morris And Associates, LLC

New on Thervo
11+ years in business
Serves Alpharetta, GA
Detailed customized client interaction gaining trust with customized interview techniques for the benefit of financial and taxation optimization
Phillips One Stop Financial

Phillips One Stop Financial

5.0(2)
Offers online services
7+ years in business
Serves Alpharetta, GA
KaLandra H. says, "Very knowledgeable and detailed about everything from start to even after tax season she is extremely thoughtful what Ms.Phillips does is make her clients feel comfortable and informed " Read more
Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group

New on Thervo
Offers online services
18+ years in business
Serves Alpharetta, GA
We are an established independent firm providing fee-only financial planning and investment management (i.e., NO commissions). We only work on the fiduciary starndard care, thus legally obligated to always recommend what's best for our clients. All advisors have university degrees in financial planning. Our truly independent firm is NAPFA-registered and SEC-registered and includes three UGA professors of financial planning. Working as a team to help others reach their goals and to solve challenging puzzles in the most efficient ways possible - it's a dream job....

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Alpharetta financial advisors

Recent success stories from people in the Alpharetta area.
Sughey A.
He is awesome!!!!
Law office of Miles W. Rich
Ron
Excellent Service, Great Price, Nice offices
Tax Genius Of Atlanta
Jasmine
Communicated very well, and got my taxes done with ease.
Phillips one stop financial
Desiree' T.
I love the fact that Alana is extremely professional, while also being personable. She is very knowledgeable on taxes and that makes me very comfortable when sharing my personal information she has been doing my taxes for over five years, and I definitely value her as a tax provider.
TAXPREP EVOLUTION- TUCKER FIRM
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