Near You · Peachtree City
Financial Advisors Near You in Peachtree City, GA
Find financial advisors close to you in Peachtree City. All results are sorted by proximity and rated by real local customers.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Peachtree City, GA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Melton & Company with a 4.9-star rating from 49 Google reviews and an RNM Score of 78/100. 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 July 5, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Scott Trammell, AAMS®
Scott Trammell stands out as the top-ranked advisor due to his strong local reputation and AAMS® credential.
Most Reviewed
Edward Jones - Financial Advisor: Scott Trammell, AAMS®
A high number of reviews indicates a track record of client trust and satisfaction.
When choosing a financial advisor in Peachtree City, consider both credentials and client feedback. Meeting with multiple advisors can help you find the best fit for your personal financial goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
7
Avg reviews
Jul 5, 2026
Last updated
Top Rated Financial Advisors
Rated 4.9 stars from 49 Google reviews, this Peachtree City financial advisor is highly trusted.
403 Westpark Ct #201, Peachtree City, GA 30269, USABoasting a perfect 5.0-star rating from 13 Google reviews, this advisor is highly trusted.
4000 Hayes Sq, Peachtree City, GA 30269, USATrusted Peachtree City financial advisor with a perfect 5.0-star rating from 12 reviews.
21 Eastbrook Bend Suite 118, Peachtree City, GA 30269, USAFinancial 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 | ASB Financial403 Westpark Ct suite 206, Peachtree City, GA 30269, USA | 5.0★ | 8 |
| #5 | Waverly Advisors, LLC525 Clubhouse Dr #100, Peachtree City, GA 30269, USA | 5.0★ | 4 |
| #6 | Reveille Wealth Management525 Westpark Dr STE 100, Peachtree City, GA 30269, USA | 5.0★ | 1 |
| #7 | Wealthstead Financial Advisors2806 GA-54, Peachtree City, GA 30269, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Mike Martin, CFP®18 Eastbrook Bend Ste A, Peachtree City, GA 30269, USA | 4.3★ | 3 |
| #9 | Edward Jones - Financial Advisor: Christopher M Allessio, CFP®|AAMS®200 Westpark Dr Suite 140, Peachtree City, GA 30269, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Cooper Helm, CFP®|AAMS®6000 Shakerag Hill Suite 202, Peachtree City, GA 30269, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Peachtree City
Peachtree City financial advisor with a perfect 5.0 rating from 8 reviews.
403 Westpark Ct suite 206, Peachtree City, GA 30269, USA
Rated 5.0 stars from 4 Google reviews, a trusted local choice.
525 Clubhouse Dr #100, Peachtree City, GA 30269, USA
5.0-star rating from early clients, reflecting strong local satisfaction.
525 Westpark Dr STE 100, Peachtree City, GA 30269, USA
5.0-star rating from a handful of Google reviews for Peachtree City financial advice.
2806 GA-54, Peachtree City, GA 30269, USA
A Peachtree City financial advisor with a solid 4.3-star rating from 3 reviews.
18 Eastbrook Bend Ste A, Peachtree City, GA 30269, USA
5.0 stars from 3 Google reviews for a Peachtree City financial advisor.
200 Westpark Dr Suite 140, Peachtree City, GA 30269, USA
5.0 stars from initial reviews, offering trusted financial guidance in Peachtree City.
6000 Shakerag Hill Suite 202, Peachtree City, GA 30269, USA
4.6 stars from 5 Google reviews, reflecting strong local client satisfaction.
404 Crosstown Drive, Peachtree City, GA 30269, USA
A 3.7-star rating from 3 Google reviews indicates mixed local feedback for this financial advisor.
2003 Commerce Dr N, Peachtree City, GA 30269, USA
Top-rated Peachtree City financial advisor with a perfect 5.0-star rating from clients.
210 Trilith Pkwy Ste 340, Fayetteville, GA 30214, USA
5.0 stars from 3 Google reviews for financial advising in Peachtree City.
53 Main St Suite B, Senoia, GA 30276, USA
5.0 stars from 2 Google reviews for financial guidance in Peachtree City.
500 Westpark Dr Suite 100, Peachtree City, GA 30269, USA
Rated 5.0 stars from 2 Google reviews in Peachtree City.
2004 Commerce Dr N Suite 215, Peachtree City, GA 30269, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
408 Mt Vernon Trce, Peachtree City, GA 30269, USA
A local financial advisor in Peachtree City with no customer reviews yet.
2011 Commerce Dr, Peachtree City, GA 30269, USA
New financial advisor in Peachtree City with no client reviews yet.
2011 Commerce Dr, Peachtree City, GA 30269, USA
No rating yet, as this new Peachtree City financial advisor has no Google reviews.
900 Westpark Dr Suite 200, Peachtree City, GA 30269, USA
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Financial Advisors in Peachtree City, GA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Melton & Company | 78/100 | 4.9 ★ | 49 |
| 2 | Cornerstone Wealth Partners | 73/100 | 5.0 ★ | 13 |
| 3 | Wealthcare Financial Group Inc. | 72/100 | 5.0 ★ | 12 |
| 4 | ASB Financial | 70/100 | 5.0 ★ | 8 |
| 5 | Waverly Advisors, LLC | 67/100 | 5.0 ★ | 4 |
| 6 | Reveille Wealth Management | 62/100 | 5.0 ★ | 1 |
| 7 | Wealthstead Financial Advisors | 62/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Mike Martin, CFP® | 54/100 | 4.3 ★ | 3 |
| 9 | Edward Jones - Financial Advisor: Christopher M Allessio, CFP®|AAMS® | 66/100 | 5.0 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: Cooper Helm, CFP®|AAMS® | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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: July 5, 2026.
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