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Financial Planners in Monroe, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Monroe: Freyman CPA, PC, RFA Score 75/100; 4.8★ from 107 Google reviews.

  2. 2

    Most-reviewed: ETS Wealth Management, 176 Google reviews at 5.0★, the most of 54 ranked; ranked #2.

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

54 Monroe financial planners are ranked here by RFA Score, from eight published factors. 10 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 54 rated firms.

Top 10 financial planners in Monroe 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 Monroe at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Freyman CPA, PC754.8★ (107)Monroe—Top score
2ETS Wealth Management725.0★ (176)Buford, 21 mi away—Most reviews
3Kimbrough Law704.9★ (108)Athens, 21 mi away——
4Arch Partners Insurance & Wealth Management675.0★ (38)Athens, 15 mi away——
5Richard Young - COUNTRY Financial Representative674.8★ (40)Winder, 14 mi away——
6United Community674.4★ (68)Covington, 16 mi away——
7David Tabrizipour - COUNTRY Financial Agent665.0★ (42)Lawrenceville, 19 mi away——
8United Community664.4★ (58)Snellville, 18 mi away——
9Bourne Alliance Group, LLC654.9★ (37)Conyers, 19 mi awaySat—
10Retire Wise, LLC655.0★ (33)Lawrenceville, 19 mi away——

All 54 financial planners in Monroe, 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 Monroe

    #1 Freyman CPA, PC

    Based in Monroe

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 107 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    127 1/2 N Broad St #10, Monroe, GA 30655
    View profile for Freyman CPA, PC(678) 829-7777

  2. #2 ETS Wealth Management

    Based in Buford, 21 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 176 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 176 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri–Sun closed
    Address
    27 City Square St Ste 2, Hoschton, GA 30548
    View profile for ETS Wealth Management(770) 904-1978

  3. #3 Kimbrough Law

    Based in Athens, 21 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 108 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 108 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    190 Hawthorne Park, Athens, GA 30606
    View profile for Kimbrough Law(706) 850-6910

  6. #6 United Community

    Based in Covington, 16 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.4★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 68 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
    9100 Covington Bypass Rd, Covington, GA 30014
    View profile for United Community(678) 342-7242

  8. #8 United Community

    Based in Snellville, 18 mi away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.4★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 58 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
    2168 Scenic Hwy N, Snellville, GA 30078
    View profile for United Community(770) 985-2337

  10. #10 Retire Wise, LLC

    Based in Lawrenceville, 19 mi away

    65/100RFA Score

    Ranked #10 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 9 AM–5 PM · Sat–Sun closed
    Address
    344 Scenic Hwy N, Lawrenceville, GA 30046
    View profile for Retire Wise, LLC(404) 692-1233

  11. #11 United Community

    Based in Conyers, 21 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.2★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 65 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
    1000 Hwy 138 SE, Conyers, GA 30013
    View profile for United Community(770) 785-7880

  13. #13 Hamilton Financial

    Based in Snellville, 18 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    2326 Wisteria Dr SW Ste 110, Snellville, GA 30078
    View profile for Hamilton Financial(770) 979-8880

  16. #16 Reed Financial Group

    Based in Snellville, 19 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    2795 Main St W Bldg 23, Snellville, GA 30078
    View profile for Reed Financial Group(678) 252-2110

  19. #19 Pathwise CPA Group

    Based in Athens, 16 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1020 Barber Creek Dr Ste 313, Watkinsville, GA 30677
    View profile for Pathwise CPA Group(706) 715-5300

  22. #22 Ability Wealth Group

    Based in Athens, 15 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3651 Mars Hill Rd Bldg 1500, Watkinsville, GA 30677
    View profile for Ability Wealth Group(706) 530-2805

  24. #24 Black Wallstreet, Inc.

    Based in Conyers, 18 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Address
    2055 Gees Mill Rd NE #311, Conyers, GA 30013
    View profile for Black Wallstreet, Inc.

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

financial planners in Monroe, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Stearns Retirement Group - Watkinsville595.0★ (7)18 mi
27Scott Harpe - COUNTRY Financial Agent594.3★ (7)16 mi
28Arch Financial Planning595.0★ (7)19 mi
29Mitchell Investment Group595.0★ (8)22 mi
30Edward Jones - Financial Advisor: Jordan M Fidanza594.4★ (7)18 mi
31Bank of America (with Drive-thru ATM)583.1★ (48)23 mi
32Bank of America (with Drive-thru ATM)582.7★ (53)20 mi
33Bank of America (with Drive-thru ATM)582.6★ (129)20 mi
34Roland Tax & Financial Solutions574.3★ (6)21 mi
35Elevate Wealth Advisory575.0★ (3)17 mi
36Merrill Lynch Financial Advisor Marshall Morgan575.0★ (5)22 mi
37Fordham Financial Services Inc.574.2★ (5)21 mi
38Fully Financial575.0★ (54)22 mi
39Cannon Financial Strategists573.1★ (8)22 mi
40Kevin Frutiger - Financial Advisor, Ameriprise Financial Services, LLC573.7★ (3)17 mi
41Bank of America (with Drive-thru ATM)562.6★ (133)24 mi
42Trajan Wealth565.0★ (5)25 mi
43Brown Wealth Management LLC564.3★ (3)20 mi
44D&K Professional Tax Service LLC564.8★ (4)24 mi
45Bank of America (with Drive-thru ATM)562.2★ (155)18 mi
46Arthur Thomas - COUNTRY Financial Agent563.7★ (3)20 mi
47Elwood & Goetz Wealth Advisory Group555.0★ (39)21 mi
48Gordon W. Rhoden Agency, Inc.552.3★ (3)19 mi
49Gregg Russell - COUNTRY Financial Agent552.3★ (3)20 mi
50Merrill Lynch Wealth Management542.3★ (3)22 mi

Also serving Monroe

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 Monroe
BusinessGoogle ratingDistance
Abundance Wealth Advisors5.0★ (1)In Monroe
Bradford & Rieger Wealth Advisors5.0★ (1)In Monroe
Edward Jones - Financial Advisor: Charlie Brown5.0★ (2)In Monroe
Edward Jones - Financial Advisor: Jim Brown JrIn Monroe
Edward Jones - Financial Advisor: Josh Little5.0★ (1)In Monroe
Edward Jones - Financial Advisor: Mark S Long, AAMS®5.0★ (4)In Monroe
Edward Jones - Financial Advisor: Sarah B BrownIn Monroe
Group Investments LLC5.0★ (1)In Monroe
Highland Trust Partners LLC5.0★ (2)21 mi
LongView Wealth Management5.0★ (2)20 mi
Preferred Financial AssociatesIn Monroe
Prosperitas Financial GroupIn Monroe
Raymond James & Associates5.0★ (2)21 mi
Retire with Sarah5.0★ (1)In Monroe
Robee Brown- COUNTRY Financial Agent5.0★ (2)17 mi
Sports Medicine & Orthopaedic Institute of Gwinnett - Winder Georgia1.0★ (2)15 mi
Stark Financial Strategies5.0★ (2)21 mi
Tree Financial5.0★ (1)In Monroe
Wealth Academy of Georgia5.0★ (2)21 mi
Wells Fargo AdvisorsIn Monroe

How we ranked Monroe financial planners

We scored 54 Monroe 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 Monroe 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 Monroe: frequently asked questions

Which financial planner has the highest RFA Score in Monroe?

By RFA Score, the highest-ranked financial planner in Monroe, GA is Freyman CPA, PC with an RFA Score of 75/100. It has 4.8★ from 107 Google reviews. ETS Wealth Management (#2) and Kimbrough Law (#3) follow. We ranked 54 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Monroe?

RankedFinancialAdvisors ranks 54 financial planners serving Monroe, GA. 2 of them are based in Monroe; 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 Monroe work on weekends?

10 of 54 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Bourne Alliance Group, LLC (#9), Bank of America (with Drive-thru ATM) (#15) and Bank of America Financial Center (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Monroe financial planners have?

The median Google rating among 54 rated financial planners in Monroe is 4.8★, with a median of 12 reviews. ETS Wealth Management has the most, 176 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 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 Monroe count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 54 financial planners serving Monroe.

More financial planners and Monroe pages