Ways to browse Flat-fee advisors serving Roswell, GA

Pick a specialty to browse more Flat-fee advisors serving Roswell, GA.

Browse by specialty

Find advisors serving Roswell, GA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,636
Wealth management	1,566
Retired	1,547
Executive	1,502
Retirement plans for business owners (SEP, solo 401k)	1,491
Tax-loss harvesting	951
Private / alternative investments	682
Options & derivatives strategies	562
ESG / Sustainable investing	514
Retirement income strategy	500
General retirement planning	462
Charitable giving & philanthropy	445
Business exit / sale strategy	420
College savings (529s, UTMA, etc.)	335
Annuities	333
HENRY (High Earners, Not Rich Yet)	318
Approaching retirement	265
Active portfolio management	262
Concentrated stock management	209
Cash flow / budgeting	185
Passive / index investing	123
Established Professionals	122
Real estate investing	121
Self-Employed	121
Equity compensation tax strategy	118
Business succession planning	107
Income planning	104
General estate planning guidance	77
Intergenerational Families	76
Mid-Career Professionals	67
Social Security optimization	66
Business ownership considerations	59
Women Professionals	59
General tax planning	56
Financial Professional	52
Tax strategies for small businesses	49
Debt management	39
Long-term care insurance	36
Attorney	32
Dentist	30
Young Professionals	29
Family Business	23
Retirement withdrawal strategies	23
Factor investing / smart beta	22
Equity Recipients (RS/RSU, SOP, ESPP)	21
Values-based investing	20
Divorced	19
Divorce financial planning	14
Life insurance needs analysis	10
Business sale tax planning	9
Doctor or Medical Professional	9
Medicare planning	9
Multi-generational wealth transfer	7
Roth conversion strategy	5
Business Financial Management	4
Disability insurance	3
Technology Professional	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support