Top financial advisors in Chamblee, GA
We've curated a list of the best financial advisors in Chamblee, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $187,443,000 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Chamblee, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Verisail Partners, LLC
Verisail Partners, LLC is a financial planning and investment management firm based in Chamblee, GA. Established by Thaddeus Gilliam, Scott Voigt, and Taylor Stanfill, the firm offers services for individuals and businesses. For individual clients, services include Initial Financial Planning (IFP) and Investment Management (IM), with a focus on financial planning, retirement income planning, portfolio analysis, and asset allocation. Verisail Partners acts as a fiduciary, adhering to the CFP Board’s Standards of Professional Conduct. The firm typically requires a minimum account size of $500,000 and charges fees based on a tiered structure, with an annual "All-in" fee ranging from 0.50% to 1.50% based on the market value of the portfolio. Clients may grant Verisail Partners discretionary authority over their investments, allowing the firm to make decisions on securities transactions and asset allocation. The firm primarily utilizes Charles Schwab & Co., Inc. for custodial and brokerage services. Verisail Partners emphasizes a disciplined approach to investment management, focusing on asset allocation and risk management. Clients receive ongoing financial planning services and regular reviews of their accounts to ensure alignment with their financial goals. The firm does not charge performance-based fees and has no disciplinary events to report.
$187,443,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Chamblee, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.