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Financial Advisors in Kennesaw, GA: 2026 rankings

427 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Kennesaw: Wiser Wealth Management, Inc, RFA Score 73/100; 5.0★ from 189 Google reviews.

  2. 2

    Most-reviewed: Goodwin Investment Advisory, 251 Google reviews at 5.0★, the most of 427 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

427 Kennesaw financial advisors are ranked here by RFA Score, from eight published factors. 62 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 4.9★ across 427 rated firms.

Top 10 financial advisors in Kennesaw at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Kennesaw at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wiser Wealth Management, Inc735.0★ (189)Marietta, 6 mi away—Top score
2Goodwin Investment Advisory725.0★ (251)Woodstock, 10 mi away—Most reviews
3Derek Good - COUNTRY Financial Representative724.9★ (198)Woodstock, 7 mi away——
4Paragon Accounting & Tax Solutions, LLC714.9★ (174)Woodstock, 8 mi away——
5Atlanta Premier Accounting & Tax Services714.8★ (87)Kennesaw——
6Homeowners Financial Group715.0★ (249)Atlanta, 16 mi away——
7Wickham Financial & Insurance Services704.9★ (107)Marietta, 7 mi away——
8Phelps Financial Group695.0★ (31)Kennesaw——
9Mutual of Omaha Mortgage694.9★ (115)Atlanta, 13 mi away——
10Equity Business & Tax Advisors694.9★ (96)Canton, 12 mi awaySat—

All 427 financial advisors in Kennesaw, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  6. #6 Homeowners Financial Group

    Based in Atlanta, 16 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 249 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 249 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6600 Peachtree Dunwoody Road, 600 Embassy Row NE Ste 250, Atlanta, GA 30328
    View profile for Homeowners Financial Group(678) 893-6400

  8. #8 Phelps Financial Group

    Based in Kennesaw

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1300 Ridenour Blvd Suite 100, Kennesaw, GA 30152
    View profile for Phelps Financial Group(678) 819-3765

  12. #12 TimeWise Financial

    Based in Woodstock, 9 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    3380 Trickum Rd Bldg 1200-200, Woodstock, GA 30188
    View profile for TimeWise Financial(770) 420-2954

  13. #13 Marietta Wealth

    Based in Marietta, 5 mi away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    472 Sessions St NW #24, Marietta, GA 30060
    View profile for Marietta Wealth(404) 549-6930

  14. #14 Strategic Stewardship

    Based in Woodstock, 9 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    3215 S Cherokee Ln Ste 1630, Woodstock, GA 30188
    View profile for Strategic Stewardship(678) 888-0419

  15. #15 The Annuity Expert

    Based in Atlanta, 17 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 128 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 128 Google reviews
    Hours
    Mon–Sun 7 AM–10 PM
    Address
    1050 Crown Pointe Pkwy Ste 500, Atlanta, GA 30338
    View profile for The Annuity Expert(770) 755-1565

  18. #18 Nicholas Wealth Management

    Based in Marietta, 6 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 55 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 55 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    218 Roswell St NE Ste 200, Marietta, GA 30060
    View profile for Nicholas Wealth Management(404) 890-5606

  22. #22 Allworth Financial

    Based in Kennesaw

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 18 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2950 Cherokee St NW Ste 700, Kennesaw, GA 30144
    View profile for Allworth Financial(404) 348-0492

  25. #25 Bella Advisors Inc

    Based in Roswell, 17 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 71 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    5090 Old Ellis Point, Roswell, GA 30076
    View profile for Bella Advisors Inc(770) 545-8881

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 427 ranked financial advisors here; the rest are on their profiles.

financial advisors in Kennesaw, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Trajan Wealth675.0★ (13)In Kennesaw
27Natalie Green Hosea Estate Planning, Probate, and Estate Administration Attorney674.8★ (37)8 mi
28Elm3 Financial Group, LLC675.0★ (82)19 mi
29Hegemon Group International674.7★ (124)18 mi
30Landmark Financial Group674.9★ (46)12 mi
31United Community674.6★ (44)8 mi
32Griffith & Werner, Inc.675.0★ (40)12 mi
33Ty J. Young, Inc. Wealth Management674.5★ (122)14 mi
34CPA Allies675.0★ (52)16 mi
35AnnuityUSA674.6★ (33)6 mi
36Asset Management Group, Inc664.9★ (52)15 mi
37HOPE Business Solutions Group, LLC664.7★ (12)In Kennesaw
38Bruce Alden - Edelman Financial Engines665.0★ (37)13 mi
39Envoy Wealth Management665.0★ (16)5 mi
40Element Wealth Advisors665.0★ (49)16 mi
4149 Financial - Atlanta Office664.9★ (41)14 mi
42Third Act Retirement Planning665.0★ (23)9 mi
43United Community664.8★ (37)11 mi
44Creative Planning664.9★ (65)19 mi
45Solley Financial Services665.0★ (56)19 mi
46United Community664.3★ (39)6 mi
47OMC5 Services Center INC665.0★ (26)12 mi
48Russ Thornton - Retirement Planning for Women665.0★ (44)18 mi
49Benedetti, Gucer & Associates655.0★ (36)16 mi
50Georgia Safe Retirement Planners655.0★ (30)15 mi

Also serving Kennesaw

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Kennesaw
BusinessGoogle ratingDistance
Edward Jones - Financial Advisor: Jeff Moore Jr, ABFP®5.0★ (1)In Kennesaw
Edward Jones - Financial Advisor: Seth C Austin, AAMS®5.0★ (1)In Kennesaw
Edward M Dancek - Financial Advisor, Ameriprise Financial Services, LLCIn Kennesaw
Eissman Wealth5.0★ (2)In Kennesaw
Executive Planning Services5.0★ (1)In Kennesaw
Horizon Advisors - Ameriprise Financial Services, LLCIn Kennesaw
J Nathan Ledbetter - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Kennesaw
Krause Wealth Management Group Inc5.0★ (1)In Kennesaw
Lee Pence - Financial Advisor, Ameriprise Financial Services, LLCIn Kennesaw
Merrill Edge2.0★ (1)In Kennesaw
Office closed5.0★ (1)In Kennesaw
Parrish Capital LLC5.0★ (1)In Kennesaw
Payne Financial Management, L.L.C.5.0★ (1)In Kennesaw
Recount Business Solutions, LLC5.0★ (1)In Kennesaw
Strategic Planning Services, LLC3.0★ (2)In Kennesaw
Summit Private Wealth, LLC5.0★ (1)In Kennesaw
Take Point Wealth Management5.0★ (2)In Kennesaw
Way Financial Group Inc5.0★ (1)In Kennesaw
Wells Fargo Advisors5.0★ (1)In Kennesaw
White's Financial Services5.0★ (1)In Kennesaw

How we ranked Kennesaw financial advisors

We scored 427 Kennesaw financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Kennesaw data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Kennesaw: frequently asked questions

Which financial advisor has the highest RFA Score in Kennesaw?

By RFA Score, the highest-ranked financial advisor in Kennesaw, GA is Wiser Wealth Management, Inc with an RFA Score of 73/100. It has 5.0★ from 189 Google reviews. Goodwin Investment Advisory (#2) and Derek Good - COUNTRY Financial Representative (#3) follow. We ranked 427 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Kennesaw?

RankedFinancialAdvisors ranks 427 financial advisors serving Kennesaw, GA. 7 of them are based in Kennesaw; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Kennesaw work on weekends?

62 of 427 ranked financial advisors post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are Equity Business & Tax Advisors (#10) and The Annuity Expert (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kennesaw financial advisors have?

The median Google rating among 427 rated financial advisors in Kennesaw is 4.9★, with a median of 13 reviews. Goodwin Investment Advisory has the most, 251 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Kennesaw count in this ranking?

Yes, if they are within 25 mi of the Kennesaw city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Kennesaw ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Kennesaw a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Kennesaw

  1. November 2026: RFA Scores recalculated for 427 financial advisors serving Kennesaw.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Kennesaw pages