Best Value · Peachtree City
Affordable Financial Advisors in Peachtree City, GA
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Peachtree City, GA by verified customer ratings and review volume. The highest-rated is Melton & Company with a 4.9-star rating from 49 verified reviews. Also in the top tier: Cornerstone Wealth Partners and Wealthcare Financial Group Inc.. The average rating across all listed financial advisors in Peachtree City is 4.9 stars from 7 reviews per business on average.
Financial advisors in Peachtree City 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
20
Businesses listed
4.9★
Avg rating
7
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Melton & Company
403 Westpark Ct #201, Peachtree City, GA 30269, USA
Cornerstone Wealth Partners
4000 Hayes Sq, Peachtree City, GA 30269, USA
Wealthcare Financial Group Inc.
21 Eastbrook Bend Suite 118, Peachtree City, GA 30269, USA
Financial Advisors Rankings in Peachtree City, GA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Melton & Company403 Westpark Ct #201, Peachtree City, GA 30269, USA | 4.9★ | 49 |
| #2 | Cornerstone Wealth Partners4000 Hayes Sq, Peachtree City, GA 30269, USA | 5.0★ | 13 |
| #3 | Wealthcare Financial Group Inc.21 Eastbrook Bend Suite 118, Peachtree City, GA 30269, USA | 5.0★ | 12 |
| #4 | Waverly Advisors, LLC525 Clubhouse Dr #100, Peachtree City, GA 30269, USA | 5.0★ | 4 |
| #5 | ASB Financial403 Westpark Ct suite 206, Peachtree City, GA 30269, USA | 5.0★ | 8 |
| #6 | Wealthstead Financial Advisors2806 GA-54, Peachtree City, GA 30269, USA | 5.0★ | 1 |
| #7 | Reveille Wealth Management525 Westpark Dr STE 100, Peachtree City, GA 30269, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Christopher M Allessio, CFP®|AAMS®200 Westpark Dr Suite 140, Peachtree City, GA 30269, USA | 5.0★ | 3 |
| #9 | Morgan Stanley Financial Advisors500 Westpark Dr Suite 100, Peachtree City, GA 30269, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Mike Martin, CFP®18 Eastbrook Bend Ste A, Peachtree City, GA 30269, USA | 4.3★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Peachtree City
Waverly Advisors, LLC
525 Clubhouse Dr #100, Peachtree City, GA 30269, USA
ASB Financial
403 Westpark Ct suite 206, Peachtree City, GA 30269, USA
Wealthstead Financial Advisors
2806 GA-54, Peachtree City, GA 30269, USA
Reveille Wealth Management
525 Westpark Dr STE 100, Peachtree City, GA 30269, USA
Edward Jones - Financial Advisor: Christopher M Allessio, CFP®|AAMS®
200 Westpark Dr Suite 140, Peachtree City, GA 30269, USA
Morgan Stanley Financial Advisors
500 Westpark Dr Suite 100, Peachtree City, GA 30269, USA
Edward Jones - Financial Advisor: Mike Martin, CFP®
18 Eastbrook Bend Ste A, Peachtree City, GA 30269, USA
Edward Jones - Financial Advisor: Bruce T Sutherland, CFP®|AAMS®
2003 Commerce Dr N, Peachtree City, GA 30269, USA
Stewardship Financial Advisors, LLC - Peachtree City
2011 Commerce Dr, Peachtree City, GA 30269, USA
Edward Jones - Financial Advisor: Patrick J Michel, CFP®
2004 Commerce Dr N Suite 215, Peachtree City, GA 30269, USA
Edward Jones - Financial Advisor: Scott Trammell, AAMS®
404 Crosstown Drive, Peachtree City, GA 30269, USA
Edward Jones - Financial Advisor: Cooper Helm, CFP®|AAMS®
6000 Shakerag Hill Suite 202, Peachtree City, GA 30269, USA
Tanner Low, CFP, CRPC , AAMS - Financial Advisor with Raymond James - Fayetteville, GA
210 Trilith Pkwy Ste 340, Fayetteville, GA 30214, USA
Merrill Lynch Wealth Management
900 Westpark Dr Suite 200, Peachtree City, GA 30269, USA
David Cauble - Thrivent
408 Mt Vernon Trce, Peachtree City, GA 30269, USA
CAPTRUST
2011 Commerce Dr, Peachtree City, GA 30269, USA
Edward Jones - Financial Advisor: Jennifer E Camp, ChFC®|AAMS®
53 Main St Suite B, Senoia, GA 30276, USA
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Frequently Asked Questions — Financial Advisors in Peachtree City
What is a fiduciary financial advisor and why does it matter in Peachtree City?
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 Peachtree City, 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 Peachtree City?
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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