Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Decatur, GA
Every SEC-registered financial advisor at a firm office in Decatur who lists the Certified Financial Planner designation, A to Z.
23 CFP professionals work in Decatur; the most are at Chicory Wealth (6). 3 are also registered broker representatives.
CFP advisors in Decatur, A to Z
Every advisor in Decatur →- Russell ClarkeBeam Wealth Advisors, Inc. · Certified Financial Planner
- Laura C. DavisFinancial Lab · Certified Financial Planner
- Kurt J. DupuisRoot Wealth Management · Certified Financial Planner
- Kevin M. FergusonFerguson Shapiro LLC · Certified Financial Planner
- Ryan J. FlorenceFerguson Shapiro LLC · Certified Financial Planner
- Katherine D. HagedornChicory Wealth · Certified Financial Planner
- James H. Herndon IIIEdward Jones · Certified Financial Planner
- Tiffany Y. JohnsonOrigin Investment Advisory LLC · Certified Financial Planner
- Christine M. Larson-PostelMinerva Planning Group · Certified Financial Planner
- Heike F. LautenschlaegerChicory Wealth · Certified Financial Planner
- Abduhl K. MashhoonNewedge Advisors · Certified Financial Planner
- Amy MawsonMinerva Planning Group · Certified Financial Planner
- Daniel C. McNabbChicory Wealth · Certified Financial Planner
- Rosanna M. NeilChicory Wealth · Certified Financial Planner
- Alva E. O'NealValic Financial Advisors, Inc. · Certified Financial Planner
- Micah S. PorterMinerva Planning Group · Certified Financial Planner, Chartered Financial Analyst
- Lenet RivasBlue Otter Financial Planning · Certified Financial Planner
- Ariel R. RosenbergChicory Wealth · Certified Financial Planner
- Brenda A. SakonFrancis Financial · Certified Financial Planner
- Mary B. ShaltisChicory Wealth · Certified Financial Planner
- Mark A. StancatoVip Wealth Advisors · Certified Financial Planner
- Mark A. Thomas Sr.Root Wealth Management · Certified Financial Planner
- Sarah J. WyldeFerguson Shapiro LLC · Certified Financial Planner
Firms with the most CFP professionals in Decatur
Chicory Wealth 6Ferguson Shapiro LLC 3Minerva Planning Group 3Root Wealth Management 2Beam Wealth Advisors, Inc. 1Blue Otter Financial Planning 1Edward Jones 1Financial Lab 1Francis Financial 1Newedge Advisors 1Origin Investment Advisory LLC 1Valic Financial Advisors, Inc. 1Vip Wealth Advisors 1
CFP advisors in other Georgia cities
All of Georgia →Atlanta 767Alpharetta 159Marietta 52Athens 39Savannah 38Roswell 31Woodstock 29Sandy Springs 28Augusta 25Kennesaw 25Peachtree City 25Columbus 23Duluth 19Gainesville 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Decatur, GA?
23 SEC-registered investment adviser representatives at firm offices in Decatur, Georgia list the CFP designation; Chicory Wealth employs the most of them (6).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Decatur?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.