Fee-Only Financial Planners in Augusta, GA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Augusta, GA:

Tom O'Gorman

MBA

AP Wealth Management

Augusta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning

Collaborative Financial Stewardship with Your Life at the Center

Clayton Quamme

CFP®

AP Wealth Management

Augusta, GA

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning, Tax Planning, Estate Planning, Insurance Planning

Collaborative Financial Stewardship with Your Life at the Center

Gene McManus

CFP®, CPA

AP Wealth Management

Augusta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Retirement Withdrawal Strategies

Collaborative Financial Stewardship with Your Life at the Center

Pat Fair

CFP®

AP Wealth Management

Augusta, GA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Collaborative Financial Stewardship with Your Life at the Center

Phillip Hulme

Stars & Stripes Financial Advisors

Douglasville, GA

Bill Cleveland

MBA, CPA, CFP®, PFS

Calvary Wealth

Augusta, GA

Paul McNair

CFP®

The Monitor Group, Inc.

Martinez, GA

Joshua Mastel

CFP®

Twenty Twenty Investment Advisors

Evans, GA

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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