Top financial advisors in Roswell, GA
We've curated a list of the best financial advisors in Roswell, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $212,600,000 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 Roswell, 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.
Odyssey Personal Financial Advisors, LLC
Odyssey Personal Financial Advisors, LLC, based in Roswell, Georgia, was established in 2007 and registered as an investment advisor with the SEC in 2022. The firm offers tailored investment advisory and financial planning services to individuals, families, and businesses, including retirement plan consulting. Clients have the option to engage in discretionary investment advisory services through third-party Sub-Advisors. The firm's fee structure is percentage-based, with fees ranging from 0.80% to 1.60% based on the portfolio value. Financial planning services are offered on an hourly or fixed fee basis, with fees not exceeding $600 per hour or $10,000 for fixed engagements. Odyssey does not charge performance-based fees or participate in wrap fee programs. The firm does not receive soft dollar benefits and does not recommend specific securities. Clients' assets are held by a qualified custodian, and the firm has full investment discretion but does not vote on client securities. Odyssey maintains a Code of Ethics, ensuring the protection of client interests and adherence to professional standards. The firm's privacy policy emphasizes the confidentiality and safeguarding of client information. For more details, clients can contact Odyssey at (770) 992-4444 or [email protected].
$212,600,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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 Roswell, 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.
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