A complete list of active advisors currently associated with Culbreth Wealth Management

Warmer can help you find a great advisor at Culbreth Wealth Management or one who fits your needs even better.

Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individual and high-net-worth clients as well as plan sponsors and other organizational clients. The firm manages portfolios on a discretionary basis, offers standalone financial plans on fixed or hourly fees, and advises on alternative investments such as private placements and 1031 DSTs when suitable. Its investment approach emphasizes asset-allocation strategies intended to optimize risk-adjusted returns, using a mix of mutual funds, exchange-listed securities, ETFs, and, for accredited or qualified clients, interval funds, private placements, and securitized real-estate or energy interests. The firm employs cyclical and technical analysis as part of portfolio construction and monitoring, performs regular rebalancing, and can manage held-away defined contribution plan positions through a third‑party platform. Notable differences from many peers include its operation of a wrap fee program (with Schwab) and disclosed receipt of retrocession payments for certain promissory-note investments, arrangements the brochure identifies as potential conflicts of interest. The firm also has affiliated investment entities (including a private equity vehicle managed by an affiliated manager) and offers uncommon alternative solutions such as solar development placements with a one-time placement fee, all of which clients are advised to evaluate for suitability.

To learn more about the advisors currently working at Culbreth Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Culbreth	Dacula, GA	21
Hayden Stone	Dacula, GA	0

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