How many financial advisors are in Watkinsville, Georgia?

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

How do financial advisors in Watkinsville charge fees?

Fee structures vary by firm. In Watkinsville, 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 Watkinsville?

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 Watkinsville, Georgia

Looking for a financial advisor in Watkinsville, Georgia? Falists indexes 7 SEC-registered and state-registered investment advisers in Watkinsville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $2.69B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.69B

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts4 Retirement4 Institutional4

Top advisors in Watkinsville

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

View all 7 →

STADION MONEY MANAGEMENT, LLC

Watkinsville, GA

AUM

$2.69B

Wealth MgmtInstitutional

Team

12 advisors

Clients

Fees

Percentage of AUM; MINIMUM ACCOUNT FEES IN CONJUNCTION WITH ASSET-BASED FEES

706-583-5144

Full profile Visit site →

TRADEMARK CAPITAL MANAGEMENT INC.

Watkinsville, GA

AUM

$150.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

706-534-2351

Full profile Visit site →

SANDERS & SCOTT, CHFC

Watkinsville, GA

AUM

$148.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM

770-760-8933

Full profile Visit site →

ARCH PARTNERS WEALTH MANAGEMENT, INC.

Watkinsville, GA

AUM

$109.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM; Hourly charges

706-850-8877

Full profile Visit site →

AFS WEALTH MANAGEMENT LLC

Watkinsville, GA

AUM

$25.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(770) 554-8344

Full profile Visit site →

OGLESBY WEALTH STRATEGIES, LLC

Watkinsville, GA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

706-795-2597

Full profile Visit site →

ACROPOLIS PARTNERS LLC

Watkinsville, GA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

706-389-0210

Full profileNo website

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Common questions

How many financial advisors are in Watkinsville, Georgia?: 7 registered investment advisers are listed in our Watkinsville directory, sourced from public SEC filings.
What types of advisors are in Watkinsville?: 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 Watkinsville?: 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.