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Teresa Marie Fitzgerald

Advisor at Capital Analysts — Peachtree City, GA

Updated today

Credentials

Series 66, Series 63

Experience

16 years

Location

Peachtree City, GA 30269

Capital Analysts logo

Capital Analysts

Multi-team

Total advisors

51

Across 255 offices

Clients per advisor

306 Very High

Avg AUM per client

$540,083 Typical

HNW client ratio

19% Typical

About

Teresa Fitzgerald is a financial advisor with Capital Analysts, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Her prior work includes roles at Lincoln Investment, Mass Mutual Investors Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Outside of financial advising, she is the founder of TMF Legacy Enterprises, Inc., which provides sales coaching and leadership development, and co-founded the I3Inspire podcast focused on entrepreneurial resources. She also serves as a trustee for the Italian Sons and Daughters of Italy – Peachtree City Lodge. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network. Investment management is provided both discretionarily by an in-house team using a proprietary screening process and non-discretionarily through advisors and third-party managers.

Client services

Based on Capital Analysts

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Capital Analysts

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management

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Fee options

Fixed

Wrap Fee Programs charge a bundled flat fee covering advisory, transaction, and clearing costs (exact fees detailed in Wrap Fee Program Brochure). Certain flat fees paid to Lincoln Investment for training and support also exist but are not client fees.

Percentage

$0 - $133,333: 0.15% or $200 minimum annual fee (the $200 minimum results in a higher effective percentage fee for smaller accounts) $133,334 - $500,000: 0.15% $500,001 - $1,000,000: 0.12% $1,000,001 - $2,000,000: 0.10% $2,000,001+: 0.08%

Other

Minimum fee: Minimum annual administrative fee of $200 assessed monthly ($16.67/month) for Client Custom Portfolios and Advisor Managed Model Portfolios custodied at Pershing. Fee-only: Advisory fees based on assets under management, with negotiable fees up to a maximum of 1.25% annually charged by the Advisor.

Location

See office

Peachtree City, GA

259 Highway 74 N., Suite #2

Peachtree City GA 30269

Advisors at this office

2

Most active in

Georgia

Work history

16 years of industry experience

Capital Analysts

2023 - Present • 3 years

Fort Washington, PA

Lincoln Investment

2023 - Present • 3 years

Fort Washington, PA

Lincoln Investment

2023 - Present • 3 years

Fort Washington, PA

Mass Mutual Investors Services

2020 - 2023 • 3 years

Atlanta, GA

Massmutual Life Insurance Company

2020 - 2023 • 3 years

Atlanta, GA

Mass Mutual Life Insurance Company

2020 - 2022 • 2 years

Atlanta, GA

Penn Mutual Life Insurance Company

2019 - 2020 • 1 year

Chicago, IL

Hornor Townsend & Kent Inc

2017 - 2020 • 3 years

Chicago, IL

Penn Mutual Life Insurance COmpany

2017 - 2020 • 3 years

Chicago, IL

Penn Mutual Life Insurance Company

2017 - 2019 • 2 years

Chicago, IL

Mass Mutual Life Insurance Company

2016 - 2017 • 1 year

Chicago, IL

MML Investors Services LLC

2014 - 2017 • 3 years

Chicago, IL

Massmutual Life Insurance Company

2013 - 2016 • 3 years

Chicago, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cassian N

Series 65

Fairburn, GA

RINO INVEST Wealth Management LLC

Cassian Nunez is a financial advisor at RINO INVEST Wealth Management LLC with a Series 65 designation and two years of industry experience. He has served in the U.S. Army since 2011. RINO INVEST Wealth Management LLC provides investment management and financial planning services focused primarily on real estate investments, mutual funds, equities, and ETFs. The firm uses fundamental analysis and a long-term trading approach, offering tailored portfolios and educational seminars to its clients.

Real estate investing
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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

Desmond Quigley is a CFP® and holds a Series 65 license, operating as the sole advisor at Quigley Financial LLC with 19 years of industry experience. He has managed his independent firm since 2005 and simultaneously works as a commercial airline pilot for Delta Air Lines, a role he has held since 1997. Quigley Financial LLC is a fee-only independent firm providing wealth management, portfolio management, tax planning, and financial planning services to individuals, small businesses, and trusts. The firm employs a top-down, Modern Portfolio Theory-based investment approach using diversified global portfolios of no-load mutual funds and ETFs, managing accounts on a non-discretionary basis with documented investment policies.

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Bryan B

CFP®, Series 63

Newnan, GA

Wealth Partners, Inc.

Bryan Blair is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is the sole advisor at Wealth Partners, Inc., an independent registered investment adviser based in Newnan, GA. His prior work includes long-term tenures at Multi Financial Securities Corporation and First Newnan Insurance Group. Outside of his advisory work, Blair is notably involved in public safety, dedicating about one-third of his time to related employment. Wealth Partners, Inc. offers fee-only discretionary portfolio management and financial planning services to a limited number of individual clients. The firm follows a systematic seven-step planning process and emphasizes diversified, risk-controlled active management combining strategic allocations with tactical adjustments.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General tax planning Retired Founder/Business Owner Mid-Career Professionals
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Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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David T

Series 65

Peachtree City, GA

Thompson Capital Management

David Thompson is the sole advisor at Thompson Capital Management in Peachtree City, GA. He holds a Series 65 designation and has 10 years of industry experience, including over a decade leading his own firm since 2015. Thompson Capital Management is a state-registered investment adviser focusing on tailored portfolio development and discretionary management for individuals and small corporations. The firm emphasizes asset allocation, diversification, and uses a combination of fundamental and technical analysis, with technical signals as the primary timing tool. It favors ETFs and no-load mutual funds for diversification and employs selective options strategies for income or downside protection.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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