Local Pros · Woodstock
Local Financial Advisors in Woodstock, GA
Locally owned and operated financial advisors serving Woodstock and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Woodstock, GA by verified customer ratings and review volume. The highest-rated is Derek Good - COUNTRY Financial Representative with a 4.9-star rating from 181 verified reviews. Also in the top tier: Strategic Stewardship and TimeWise Financial. The average rating across all listed financial advisors in Woodstock is 5 stars from 25 reviews per business on average.
Financial advisors in Woodstock 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
17
Businesses listed
5★
Avg rating
25
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Derek Good - COUNTRY Financial Representative
2230 Towne Lake Pkwy Bldg 900 Ste 230, Woodstock, GA 30189, USA
Strategic Stewardship
3215 S Cherokee Ln Suite 1630, Woodstock, GA 30188, USA
TimeWise Financial
3380 Trickum Rd building 1200-200, Woodstock, GA 30188, USA
Financial Advisors Rankings in Woodstock, GA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Derek Good - COUNTRY Financial Representative2230 Towne Lake Pkwy Bldg 900 Ste 230, Woodstock, GA 30189, USA | 4.9★ | 181 |
| #2 | Strategic Stewardship3215 S Cherokee Ln Suite 1630, Woodstock, GA 30188, USA | 5.0★ | 53 |
| #3 | TimeWise Financial3380 Trickum Rd building 1200-200, Woodstock, GA 30188, USA | 5.0★ | 51 |
| #4 | Vincent Financial Group9200 Main St Suite 2A, Woodstock, GA 30188, USA | 4.6★ | 11 |
| #5 | Legacy Partners Financial Group123 Mill St, Woodstock, GA 30188, USA | 5.0★ | 2 |
| #6 | Wallace Financial Group4390 Earney Rd # 220, Woodstock, GA 30188, USA | 5.0★ | 1 |
| #7 | Robert E Gustafson - Financial Advisor, Ameriprise Financial Services, LLC220 Heritage Walk Ste 206, Woodstock, GA 30188, USA | 5.0★ | 1 |
| #8 | Front Porch Advisers5040 Eubanks Rd, Woodstock, GA 30188, USA | 5.0★ | 3 |
| #9 | Horizon Planning Group, Inc230 Creekstone Ridge, Woodstock, GA 30188, USA | — | — |
| #10 | Financial Architects LLC302 Creekstone Ridge, Woodstock, GA 30188, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Woodstock
Vincent Financial Group
9200 Main St Suite 2A, Woodstock, GA 30188, USA
Legacy Partners Financial Group
123 Mill St, Woodstock, GA 30188, USA
Wallace Financial Group
4390 Earney Rd # 220, Woodstock, GA 30188, USA
Robert E Gustafson - Financial Advisor, Ameriprise Financial Services, LLC
220 Heritage Walk Ste 206, Woodstock, GA 30188, USA
Horizon Planning Group, Inc
230 Creekstone Ridge, Woodstock, GA 30188, USA
Financial Architects LLC
302 Creekstone Ridge, Woodstock, GA 30188, USA
Shepherd Financial
220 Heritage Walk Suite 203, Woodstock, GA 30188, USA
Woodstock Wealth Management, Inc.
117 Towne Lake Pkwy #220, Woodstock, GA 30188, USA
Luxury Wealth Advisors
313 Creekstone Ridge, Woodstock, GA 30188, USA
Edward Jones - Financial Advisor: Ivan A Garcia, CFP®
8330 Main St Ste #200, Woodstock, GA 30188, USA
Hill & Hill Financial LLC
402 Creekstone Ridge, Woodstock, GA 30188, USA
Edward Jones - Financial Advisor: Tom Ridge
8255 Main St Suite 100, Woodstock, GA 30188, USA
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Frequently Asked Questions — Financial Advisors in Woodstock
What is a fiduciary financial advisor and why does it matter in Woodstock?
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 Woodstock, 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 Woodstock?
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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