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24-Hour Financial Advisors in Dunwoody, GA — Always Available
Emergencies don't keep business hours. These financial advisors in Dunwoody are available 24 hours a day, 7 days a week — including holidays.
As of May 2026, RatingsNearMe ranks 12 financial advisors in Dunwoody, GA by verified customer ratings and review volume. The highest-rated is The Annuity Expert with a 4.9-star rating from 103 verified reviews. Also in the top tier: Creative Financial Partners and Benedetti, Gucer & Associates. The average rating across all listed financial advisors in Dunwoody is 4.8 stars from 21 reviews per business on average.
Financial advisors in Dunwoody typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
12
Businesses listed
4.8★
Avg rating
21
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
The Annuity Expert
1050 Crown Pointe Pkwy Suite 500, Atlanta, GA 30338, USA
Creative Financial Partners
2342 Perimeter Park Dr Ste 200B, Atlanta, GA 30341, USA
Benedetti, Gucer & Associates
#6-100, 7000 Peachtree Dunwoody Rd NE, Atlanta, GA 30328, USA
Financial Advisors Rankings in Dunwoody, GA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | The Annuity Expert1050 Crown Pointe Pkwy Suite 500, Atlanta, GA 30338, USA | 4.9★ | 103 |
| #2 | Creative Financial Partners2342 Perimeter Park Dr Ste 200B, Atlanta, GA 30341, USA | 5.0★ | 47 |
| #3 | Benedetti, Gucer & Associates#6-100, 7000 Peachtree Dunwoody Rd NE, Atlanta, GA 30328, USA | 5.0★ | 27 |
| #4 | AKPride Financial121 Perimeter Center W Ste 200, Atlanta, GA 30346, USA | 5.0★ | 16 |
| #5 | Clements Financial Services4243 Dunwoody Club Dr #101, Atlanta, GA 30350, USA | 5.0★ | 1 |
| #6 | Andrew Matthieson, Ashford Advisors1725 Windward Concourse Suite 110, Alpharetta, GA 30005, USA | 5.0★ | 17 |
| #7 | Melan Financial1720 Old Spring House Ln Suite 310, Dunwoody, GA 30338, USA | 5.0★ | 1 |
| #8 | Marsh Creek Advisors1155 Mount Vernon Hwy #800, Atlanta, GA 30338, USA | 5.0★ | 13 |
| #9 | Edward Jones - Financial Advisor: Jennifer A Howard1870 Independence Square # A, Dunwoody, GA 30338, USA | — | — |
| #10 | Marathon Financial Strategies200 Ashford Center N # 400, Atlanta, GA 30338, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Dunwoody
AKPride Financial
121 Perimeter Center W Ste 200, Atlanta, GA 30346, USA
Clements Financial Services
4243 Dunwoody Club Dr #101, Atlanta, GA 30350, USA
Andrew Matthieson, Ashford Advisors
1725 Windward Concourse Suite 110, Alpharetta, GA 30005, USA
Melan Financial
1720 Old Spring House Ln Suite 310, Dunwoody, GA 30338, USA
Marsh Creek Advisors
1155 Mount Vernon Hwy #800, Atlanta, GA 30338, USA
Edward Jones - Financial Advisor: Jennifer A Howard
1870 Independence Square # A, Dunwoody, GA 30338, USA
Marathon Financial Strategies
200 Ashford Center N # 400, Atlanta, GA 30338, USA
CMA Financial Services & Wall Street Advisors
1 Dunwoody Park S #105, Atlanta, GA 30338, USA
Karen Lee and Associates, LLC
200 Ashford Center N # 400, Atlanta, GA 30338, USA
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Frequently Asked Questions — Financial Advisors in Dunwoody
What is a fiduciary financial advisor and why does it matter in Dunwoody?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Dunwoody, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Dunwoody?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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