Skip to content

Financial Planners in Chamblee, GA: 2026 rankings

335 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Chamblee: Homeowners Financial Group, RFA Score 77/100; 5.0★ from 249 Google reviews.

  2. 10

    Most-reviewed: Derek Good - COUNTRY Financial Representative, 198 Google reviews at 4.9★, the most of 335 ranked after Homeowners Financial Group; ranked #10.

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

335 Chamblee financial planners are ranked here by RFA Score, from eight published factors. 49 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 335 rated firms.

Top 10 financial planners in Chamblee 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 planners in Chamblee at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Homeowners Financial Group775.0★ (249)Atlanta, 5 mi away—Top score
2The Annuity Expert744.9★ (128)Atlanta, 4 mi awaySat · Sun · Evenings—
3Medrates - Obamacare & Medicare Specialists745.0★ (118)Peachtree Corners, 6 mi away——
4The Financial Paramedic745.0★ (185)Decatur, 14 mi awaySat—
5Wiser Wealth Management, Inc745.0★ (189)Marietta, 15 mi away——
6Mutual of Omaha Mortgage734.9★ (115)Atlanta, 9 mi away——
7Fricke & Associates, LLC724.5★ (165)Peachtree Corners, 6 mi away——
8NTRC Tax & Finance | Tax Return Services in Dekalb County724.9★ (53)ChambleeSat · Evenings—
9Creative Planning714.9★ (65)Atlanta, 4 mi away——
10Derek Good - COUNTRY Financial Representative714.9★ (198)Woodstock, 21 mi away—Most reviews

All 335 financial planners in Chamblee, 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.

  1. Ranked #1 in Chamblee

    #1 Homeowners Financial Group

    Based in Atlanta, 5 mi away

    77/100RFA Score

    Ranked #1 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

  2. #2 The Annuity Expert

    Based in Atlanta, 4 mi away

    74/100RFA Score

    Ranked #2 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

  4. #4 The Financial Paramedic

    Based in Decatur, 14 mi away

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 185 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 185 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 12 PM–4 PM · Sun closed
    Address
    5036 Snapfinger Woods Dr Ste 109, Decatur, GA 30035
    View profile for The Financial Paramedic(470) 447-2725

  7. #7 Fricke & Associates, LLC

    Based in Peachtree Corners, 6 mi away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.5★ from 165 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 165 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri–Sun closed
    Address
    3500 Parkway Ln Ste 220, Peachtree Corners, GA 30092
    View profile for Fricke & Associates, LLC(770) 216-2226

  9. #9 Creative Planning

    Based in Atlanta, 4 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 65 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3630 Peachtree Rd NE Unit 300, Atlanta, GA 30326
    View profile for Creative Planning(404) 487-0500

  15. #15 Element Wealth Advisors

    Based in Atlanta, 4 mi away

    71/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    800 Mount Vernon Hwy NE Ste 350, Atlanta, GA 30328
    View profile for Element Wealth Advisors(678) 871-2222

  16. #16 Bella Advisors Inc

    Based in Roswell, 11 mi away

    70/100RFA Score

    Ranked #16 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

  21. #21 Cerity Partners

    Based in Atlanta, 4 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    115 Perimeter Center Pl, Atlanta, GA 30346
    View profile for Cerity Partners(678) 619-2364

  22. #22 PAZ ENTERPRISE SERVICES

    Based in Sugar Hill, 21 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    1400 Buford Hwy NE Ste r1 b, Sugar Hill, GA 30518
    View profile for PAZ ENTERPRISE SERVICES(678) 518-5111

  23. #23 Solley Financial Services

    Based in Alpharetta, 13 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu 9 AM–9 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1105 Powers Pl, Alpharetta, GA 30009
    View profile for Solley Financial Services(678) 762-0321

Financial planners 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 335 ranked financial planners here; the rest are on their profiles.

financial planners in Chamblee, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
2649 Financial - Atlanta Office684.9★ (41)9 mi
27Capital Benchmark Partners685.0★ (24)2 mi
28Bruce Alden - Edelman Financial Engines685.0★ (37)10 mi
29Northstar Investment Partners675.0★ (40)13 mi
30Total Choice Financial Solutions Group675.0★ (26)5 mi
31TimeWise Financial675.0★ (52)17 mi
32National Employee Benefits Center675.0★ (36)11 mi
33Winchester Financial675.0★ (45)15 mi
34Paramount Tax and Accounting Johns Creek675.0★ (34)11 mi
35ButlerJeffrey675.0★ (27)8 mi
36Active Wealth Management, Inc.675.0★ (47)18 mi
37Heritage Wealth Planning674.9★ (43)15 mi
38First Horizon Bank - Atlanta, GA - Johnson Ferry Rd NE674.4★ (24)1 mi
39New Beginning Financial Group, LLC674.8★ (31)9 mi
40Bespoke Capital675.0★ (19)4 mi
41E2E Financial, LLC665.0★ (18)4 mi
42Trajan Wealth665.0★ (19)5 mi
43Marietta Wealth665.0★ (37)16 mi
44First Command Financial Advisor - Chris Park665.0★ (28)11 mi
45David Tabrizipour - COUNTRY Financial Agent665.0★ (42)18 mi
46U.S. Asset Management664.9★ (34)14 mi
47Buckhead Wealth Management665.0★ (22)8 mi
48AKPride Financial665.0★ (15)4 mi
49Ironclad Wealth Management665.0★ (15)4 mi
50Lyle Morgan - Thrivent665.0★ (22)10 mi

Also serving Chamblee

20 more financial planners 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 planners serving Chamblee
BusinessGoogle ratingDistance
1776ingIn Chamblee
Amarillo Financial Corporation3.0★ (2)5 mi
Aust Financial Advisory, LLCIn Chamblee
Bob Crean Financial AdvisorIn Chamblee
Convergent Financial Partners - GeorgiaIn Chamblee
Cresset5.0★ (2)5 mi
DAI Securities, LLC,3.0★ (2)3 mi
Focus Partners4.5★ (2)5 mi
I.E. Lee Financial Services, LLCIn Chamblee
Monterey Wealth5.0★ (2)4 mi
Pierce Investment CoIn Chamblee
PROCARIAN WEALTH ADVISORS - Ameriprise Financial Services, LLC5.0★ (2)4 mi
Register Financial Associates5.0★ (2)5 mi
S G Financial Advisors LLC5.0★ (2)5 mi
Shpigel Financial Group - Ameriprise Financial Services, LLC5.0★ (2)4 mi
Stein Investment Group5.0★ (2)4 mi
Strategic Wealth Designers5.0★ (2)4 mi
Tarkenton Financial5.0★ (2)5 mi
Verisail Partners, LLCIn Chamblee
Wells Fargo Advisors1.0★ (1)In Chamblee

How we ranked Chamblee financial planners

We scored 335 Chamblee financial planners 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 Chamblee 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Chamblee: frequently asked questions

Which financial planner has the highest RFA Score in Chamblee?

By RFA Score, the highest-ranked financial planner in Chamblee, GA is Homeowners Financial Group with an RFA Score of 77/100. It has 5.0★ from 249 Google reviews. The Annuity Expert (#2) and Medrates - Obamacare & Medicare Specialists (#3) follow. We ranked 335 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Chamblee?

RankedFinancialAdvisors ranks 335 financial planners serving Chamblee, GA. 1 of them is based in Chamblee; 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 planners in Chamblee work on weekends?

49 of 335 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are The Annuity Expert (#2), The Financial Paramedic (#4) and NTRC Tax & Finance | Tax Return Services in Dekalb County (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Chamblee financial planners have?

The median Google rating among 335 rated financial planners in Chamblee is 4.9★, with a median of 14 reviews. Homeowners Financial Group has the most, 249 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Chamblee count in this ranking?

Yes, if they are within 25 mi of the Chamblee city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Chamblee ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Chamblee 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 planners 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 Chamblee

  1. November 2026: RFA Scores recalculated for 335 financial planners serving Chamblee.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Chamblee pages