Top financial advisors in Macon, GA
We’ve curated a list of the best financial advisors in Macon, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$382,911,362
Number of advisors
6 advisors
| $382,911,362 | 6 advisors | |
| 2 |
Assets under management
$111,775,447
Number of advisors
4 advisors
| $111,775,447 | 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 Macon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Macon. 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.
Day & Ennis, LLC
Day & Ennis, LLC is an investment advisory firm established in June 1998, specializing in fee-only financial planning and portfolio management services. The firm, owned by John R. Day, Matthew E. Heller, and William W. Ennis, focuses on developing Investment Policy Statements and comprehensive financial strategies tailored to individual client goals. Services include financial planning covering areas such as retirement, estate planning, and investment portfolio design. The firm primarily invests in Exchange Traded Funds (ETFs) and mutual funds, emphasizing diversified portfolios. Day & Ennis offers discretionary and non-discretionary portfolio management, with a minimum quarterly fee of $2,500 for comprehensive financial planning clients. The firm does not receive commissions and has no performance-based fees. Clients include individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Day & Ennis reviews managed portfolios quarterly, with Schwab as the recommended custodian. The firm does not vote proxies for client securities. Day & Ennis has no disciplinary events and does not engage in directed brokerage accounts. The firm's Code of Ethics emphasizes client interests and prohibits insider trading. Day & Ennis receives support services from Schwab, benefiting its operational efficiency and client service. Clients are encouraged to review account statements and reports provided by the custodian for accuracy.
$382,911,362 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or NewslettersExecutor And Trustee ServicesCfs Wealth Management
CFS Wealth Management is a financial advisory firm located in Macon, Georgia. The firm was established in December 2005 and is led by Stephen D. Anderson, who serves as an Investment Advisor Representative. Anderson has a Bachelor's Degree in Business Administration and a Master's Degree in Management. The firm's Chief Compliance Officer, Wade T. Chapman, oversees Anderson's activities. Anderson is a Registered Representative of Purshe Kaplan Sterling Investments and does not charge advisory fees on client accounts handled through PKS. He is also licensed to sell insurance products. The firm does not report any disciplinary information or additional compensation for Anderson. Chapman, in addition to being the Chief Compliance Officer, is the President of CFS Capital Advisors, LLC. He manages a private fund and is licensed to sell various insurance products. Chapman may receive commissions on insurance products and fees from the private funds he manages, which could present a conflict of interest. Chapman has no reported disciplinary issues. Lucinda Dallas Gamble is another Investment Advisor Representative at CFS Wealth Management. She has a Juris Doctor degree and is licensed to sell insurance products. Gamble's activities are supervised by Wade T. Chapman, the firm's Chief Compliance Officer. Gamble has no reported disciplinary issues. Overall, CFS Wealth Management offers services through experienced professionals with diverse backgrounds in finance and law, ensuring clients receive comprehensive financial advice and services.
$111,775,447 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 BusinessesAdvice On Client's Employer Retirement Benefits
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 Macon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Macon. 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.
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