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Financial Planners in Georgetown, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Georgetown: Gregg Miller - COUNTRY Financial Representative, RFA Score 75/100; 4.9★ from 111 Google reviews.

  2. 14

    Most-reviewed: Bank of America (with Drive-thru ATM), 124 Google reviews at 3.4★, the most of 41 ranked; ranked #14.

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

41 Georgetown financial planners are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 41 rated firms.

Top 10 financial planners in Georgetown 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 Georgetown at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Gregg Miller - COUNTRY Financial Representative754.9★ (111)Savannah, 10 mi awayTop score
2First Command Financial Advisor - Drew Stipp725.0★ (44)Richmond Hill, 6 mi away—
3Alpha Financial Management724.9★ (50)Savannah, 7 mi away—
4First Command Financial Advisor - Scottie Custer715.0★ (28)Richmond Hill, 6 mi away—
5Matt Crider - COUNTRY Financial Representative704.9★ (28)Savannah, 6 mi away—
6First Command Financial Advisor - Heather Brock, ChFC®|AFC®|RICP®|CFP®695.0★ (18)Richmond Hill, 6 mi away—
7Jacobs, Coolidge & Company, LLC695.0★ (19)Savannah, 7 mi away—
8Coastline Complete Wealth694.9★ (57)Bluffton, 23 mi away—
9First Command Financial Advisor - Jen Shuttleworth685.0★ (16)Richmond Hill, 6 mi away—
10Savannah Wealth Group684.9★ (18)Savannah, 7 mi away—

All 41 financial planners in Georgetown, 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.

  10. #10 Savannah Wealth Group

    Based in Savannah, 7 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7393 Hodgson Memorial Dr Ste 201, Savannah, GA 31406
    View profile for Savannah Wealth Group(912) 209-4759

  12. #12 United Community

    Based in Savannah, 11 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2225 E Victory Dr, Savannah, GA 31404
    View profile for United Community(912) 303-9667

  15. #15 United Community

    Based in Savannah, 10 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    27 Bull St, Savannah, GA 31401
    View profile for United Community(912) 234-6565

  18. #18 First Command

    Based in Richmond Hill, 6 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2591 US-17 Suite 200, Richmond Hill, GA 31324
    View profile for First Command(912) 459-1100

All 41 financial planners

#1 to #25 are shown in full above. Here are #26 to #41, in RFA Score order; each links to its profile.

financial planners in Georgetown, ranks 26 to 41
RankBusinessRFA ScoreGoogle ratingDistance
26Ron Wake - COUNTRY Financial Representative645.0★ (6)9 mi
27Bank of America (with Drive-thru ATM)643.6★ (11)11 mi
28Family Financial Management Group, LLC645.0★ (3)4 mi
29Live Oak Financial Services645.0★ (4)7 mi
30Bankers Life635.0★ (4)8 mi
31First Command Financial Advisor - Alex Stewart635.0★ (13)24 mi
32Northwestern Mutual635.0★ (3)8 mi
33Sound View Wealth Advisors635.0★ (4)11 mi
34Merrill Lynch Wealth Management623.4★ (5)11 mi
35First Command624.6★ (12)24 mi
36Merrill Lynch Financial Advisor John Walsh625.0★ (3)11 mi
37MetLife621.7★ (6)7 mi
38Paul the Advisor613.7★ (6)16 mi
39New Credit New Life612.3★ (3)10 mi
40Lincoln Financial Group601.0★ (3)12 mi
41Jonathan Kitchens - COUNTRY Financial Agent585.0★ (16)6 mi

Also serving Georgetown

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 Georgetown
BusinessGoogle ratingDistance
Abacus Wealth Factors, LLC5.0★ (1)6 mi
Asher Levi Financial5.0★ (1)7 mi
Bank of America Private Client Advisor Patrick O'Neil5.0★ (2)10 mi
Barbara Treadwell3.0★ (1)11 mi
Caparelli Wealth Management Inc5.0★ (2)8 mi
Charlton Riegner - Thrivent5.0★ (1)1 mi
Georgia Financial Advisors5.0★ (1)8 mi
Howard Financial Group5.0★ (2)8 mi
Jack H Green Jr, CLU , CFP ; Financial Advisor - Northwestern Mutual5.0★ (1)8 mi
Mass Mutual Financial Group5.0★ (2)7 mi
Merrill Lynch Financial Advisor Marshall Coleman5.0★ (1)11 mi
Merrill Lynch Financial Advisor Roland Towery5.0★ (1)11 mi
Merrill Lynch Financial Advisor Scott Howard5.0★ (1)11 mi
Palmetto Financial Group5.0★ (1)12 mi
Powell Financial Coaching LLCIn Georgetown
RainbowMoneyIn Georgetown
Raymond James & Associates5.0★ (2)8 mi
Tonya L Thompson LLCIn Georgetown
Trans Atlantic Financial LLC1.0★ (1)13 mi
Windsor Solutions, LLC.5.0★ (1)In Georgetown

How we ranked Georgetown financial planners

We scored 41 Georgetown 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 Georgetown 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 Georgetown: frequently asked questions

Which financial planner has the highest RFA Score in Georgetown?

By RFA Score, the highest-ranked financial planner in Georgetown, GA is Gregg Miller - COUNTRY Financial Representative with an RFA Score of 75/100. It has 4.9★ from 111 Google reviews. First Command Financial Advisor - Drew Stipp (#2) and Alpha Financial Management (#3) follow. We ranked 41 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Georgetown?

RankedFinancialAdvisors ranks 41 financial planners serving Georgetown, GA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Georgetown work on weekends?

4 of 41 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#14), Bank of America Financial Center (#20) and Bank of America (with Drive-thru ATM) (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Georgetown financial planners have?

The median Google rating among 41 rated financial planners in Georgetown is 4.9★, with a median of 15 reviews. Bank of America (with Drive-thru ATM) has the most, 124 reviews, and ranks #14. 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 Georgetown count in this ranking?

Yes, if they are within 25 mi of the Georgetown 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 Georgetown 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 Georgetown 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 Georgetown

  1. November 2026: RFA Scores recalculated for 41 financial planners serving Georgetown.

More financial planners and Georgetown pages