Best Financial Advisors in MACON, Georgia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$284M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in MACON
#1
83
CFS WEALTH MANAGEMENT
MACON, GA · Since 2024
$189M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
83
J. L. PERKINS WEALTH MANAGEMENT, LLC
MACON, GA · Since 2026
$142M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
77
CHRISTY CAPITAL MANAGEMENT, INC.
MACON, GA · Since 2018
$376M AUM11 clientsFee: 0%
FiduciaryFee-Only
#4
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
MACON, GA · Since 2019
$284M AUM5 clientsFee: 0%
Broker-Dealer1 complaint
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MACON?
The median advisory fee in MACON, GA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.