Top financial advisors in Kennesaw, GA
We’ve curated a list of the best financial advisors in Kennesaw, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$142,202,932
Number of advisors
4 advisors
| $142,202,932 | 4 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 Kennesaw, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kennesaw. 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.
Journey Beyond Wealth
Journey Beyond Wealth, LLC, operating as Journey Beyond Wealth (JBW), is an SEC-registered Investment Adviser founded in September 2017. Owners Andrew Avera and Christopher McCall manage $226,095,412 on a discretionary basis as of December 31, 2024. JBW specializes in Comprehensive Financial Planning Services, including investment management, covering areas like retirement planning, risk management, tax planning, and more. The firm follows a Modern Portfolio Theory and Passive Investment Management Allocation Approach for investment analysis. Clients receive written financial plans tailored to their goals. Fees for financial planning services range from 0.15% to 0.90% based on assets under management, debited monthly. Investment management fees range from 0.15% to 0.60%. JBW serves high-net-worth individuals with a minimum annual fee of $9,000 for comprehensive financial planning. The firm does not offer performance-based fees, participates in TD Ameritrade Institutional and Schwab programs, and does not vote client proxies. Clients maintain exclusive responsibility for voting securities. JBW does not have custody of client funds and maintains investment discretion for client accounts. The firm has no financial commitments impairing its ability to meet client obligations.
$142,202,932 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio 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.
Methodology
To generate our top financial advisors list in Kennesaw, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kennesaw. 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.