How many financial advisors are in Kennesaw, Georgia?

Falists lists 7 registered investment advisers with a principal office or filing address in Kennesaw, Georgia, based on public SEC IAPD data.

How do financial advisors in Kennesaw charge fees?

Fee structures vary by firm. In Kennesaw, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Kennesaw?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Georgia · 7 advisers

Financial Advisors in Kennesaw, Georgia

Looking for a financial advisor in Kennesaw, Georgia? Falists indexes 7 SEC-registered and state-registered investment advisers in Kennesaw — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $3.81B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$3.81B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning7 Trusts6 Retirement2 Institutional2

Top advisors in Kennesaw

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

HENSSLER FINANCIAL

Kennesaw, GA

AUM

$3.81B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

36 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

770-429-9166

Full profile Visit site →

PARRISH CAPITAL, LLC

Kennesaw, GA

AUM

$150.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(800) 618-1940

Full profile Visit site →

UNITY FINANCIAL PLANNING GROUP LLC

Kennesaw, GA

AUM

$71.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

6 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

470-457-6385

Full profile Visit site →

BDM INVESTMENTS, INC.

Kennesaw, GA

AUM

$44.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM

770-424-9700

Full profile Visit site →

PAYNE FINANCIAL MANAGEMENT, L.L.C.

Kennesaw, GA

AUM

$39.9M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

678-570-2899

Full profile Visit site →

HALL FINANCIAL ADVISORS, PC

Kennesaw, GA

AUM

$22.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

678-819-3500

Full profile Visit site →

BRIGHTEDGE WEALTH MANAGEMENT

Kennesaw, GA

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

404-580-6474

Full profile Visit site →

More cities in Georgia

Atlanta (320)Alpharetta (51)Marietta (26)Savannah (17)Roswell (13)Athens (12)Duluth (12)Woodstock (11)Suwanee (10)Augusta (9)Decatur (8)Johns Creek (8)

Common questions

How many financial advisors are in Kennesaw, Georgia?: 7 registered investment advisers are listed in our Kennesaw directory, sourced from public SEC filings.
What types of advisors are in Kennesaw?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Kennesaw?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.