Top financial advisors in Griffin, GA
We’ve curated a list of the best financial advisors in Griffin, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$96,092,199
Number of advisors
5 advisors
| $96,092,199 | 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.
Methodology
To generate our top financial advisors list in Griffin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Griffin. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Georgia Wealth Partners, LLC
Georgia Wealth Partners, LLC is a registered investment advisor established in March 2014 by Donald Lee Crider, Jr. and Corey R. Letson. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive ongoing monitoring and discretionary authority for investment decisions. Georgia Wealth Partners may engage third-party money managers, such as SEI Private Trust, to provide additional portfolio management services. Financial planning services are offered on a flat fee basis ranging from $1,500 to $10,000. The firm acts as a fiduciary, obligated to act in the best interests of clients, with a fee structure based on a percentage of assets under management. Clients may terminate the agreement within five business days of signing without penalty. The firm does not charge performance-based fees and does not have any disciplinary events on record. Georgia Wealth Partners does not receive compensation for client referrals and does not participate in wrap fee programs. Clients have access to a variety of financial industry benefits through SEI, the chosen custodian. The firm does not accept custody of client assets and provides discretionary investment advisory services. Client privacy and data security are paramount, with strict confidentiality policies in place. Clients have the right to decline to provide information and can contact the firm for any data-related concerns.
$96,092,199 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
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.
Methodology
To generate our top financial advisors list in Griffin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Griffin. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.