Financial Consultants Group
- Company typePrivate
- Founded1996
- HeadquartersCumming, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
Financial Consultants Group firmographics
Firmographics- Name
- Financial Consultants Group
- Legal name
- Financial Consultants Group, Inc.
- Website
- https://financialconsultantsgroup.net
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Financial Consultants Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Financial Consultants Group is headquartered
LocationHeadquarters
- HQ city
- Cumming
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Financial Consultants Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fee-Only Financial Advisory: The firm operates on a fee-only compensation model, charging flat fees for financial planning and wealth management services. As a registered investment adviser, the firm does not earn commissions or rely on product sales, ensuring advice and tailored portfolios align with client objectives.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Fee-Only Advisory Services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Financial Consultants Group product offering
Product offeringCore offering
Financial Consultants Group is a fee-only, fiduciary registered investment advisory firm that provides holistic financial planning and wealth management services to individuals and families. Core offerings include comprehensive financial planning, retirement planning, investment advisory, wealth management, and estate planning, delivered through flat-fee engagements rather than commission-based product sales. The firm is legally held to a fiduciary standard of care and serves clients across the Greater Atlanta Region from offices in Cumming and Alpharetta, Georgia.
Product overview
Financial Consultants Group offers a single, integrated financial advisory service portfolio focused on holistic fiduciary financial planning and wealth management. The core offering combines Financial Planning, Fee-Only Wealth Advisor, Retirement Planning, Wealth Management, Investment Advice, Estate Planning, and Fiduciary Service & Wealth Management. These services are delivered through a fee-only model (flat fee structure rather than commission-based), operating under a fiduciary standard of care as a Registered Investment Adviser. The firm serves clients in the Greater Atlanta Region, primarily in Alpharetta and Cumming, Georgia.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive guided financial planning service where expert advisors work with clients to understand their financial status and goals, offering tailored solutions for retirement planning, college funding, or investments.
- Fee-Only Wealth Advisor Fee-only financial advisory service that charges flat fees rather than commissions or product sales, ensuring advice and tailored portfolios align with client objectives.
- Retirement Planning Retirement preparation service that considers client finances, retirement goals, and projected expenses to create a comprehensive plan securing their golden years.
- Wealth Management Service designed to help clients make decisions about money growth and protection, examining their whole financial picture to create a plan that helps achieve financial goals and ensure wealth lasts for generations.
- Investment Advice Investment guidance based on client goals, risk tolerance, and time horizon, helping decide asset allocation (stocks or bonds), monitoring investments, and ensuring performance.
- Estate Planning Planning service for the distribution of money and assets (house, car) after death, creating legally sound, tax-efficient plans that align with client wishes.
- Fiduciary Service & Wealth Management Registered advisory service held to fiduciary standard, committed to placing clients' interests ahead of own interests, acting as guardian of investment futures.
Companies that use Financial Consultants Group
Customer profileSegments2 records
Ideal customer profiles2 records
Financial Consultants Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Financial Consultants Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights3 records
Financial Consultants Group competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large fee-only RIA offering comprehensive financial planning, investment management, and retirement planning — directly comparable to FCG's fee-only fiduciary model, though at a much larger national scale.
- Personal Capital (Empower): Hybrid digital advisory and financial planning platform with a fiduciary standard and fee-based wealth management; competes with FCG for affluent individuals seeking integrated planning and investment advice.
- Carson Wealth: Fee-only RIA platform offering holistic financial planning and wealth management to individuals and families, directly comparable in business model and service mix to Financial Consultants Group.
- Facet Wealth: Fee-only fiduciary financial planning firm offering flat-fee comprehensive planning; closely mirrors FCG's fee-only flat-fee structure but delivers it via a digital-first model.
- The Planning Center: Fee-only financial planning and investment advisory firm serving individuals and families, directly comparable to FCG's holistic, planning-led, fee-only service model.
- Buckingham Strategic Wealth: Fee-only fiduciary RIA focused on evidence-based investment management and financial planning; comparable in fee structure, fiduciary standard, and target client base of affluent individuals and families.
Broad incumbents
- Mercer Advisors: Large national RIA providing wealth management, financial planning, and estate services to high-net-worth individuals; overlaps with FCG across fiduciary planning and wealth management but at much greater scale.
- Focus Financial Partners: Partnership of independent RIAs and wealth management firms offering fiduciary advice; relevant as both a peer and a potential acquirer/partner for independent fiduciary firms like FCG.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning and investment management to individuals; overlaps with FCG in core service areas but operates nationally with broader resources.
- Schwab Wealth Advisory: Charles Schwab's advisory and wealth management arm offering fiduciary investment advisory and financial planning; competes with FCG for retail-to-mass-affluent investors seeking fee-based advice.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights6 records
Customer concentration
Financial Consultants Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Consultants Group leadership team
Management profileNumber of profiles
Profiles1 record
Financial Consultants Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Consultants Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Consultants Group
What does Financial Consultants Group do?
Financial Consultants Group is a fee-only, fiduciary registered investment advisory firm that provides holistic financial planning and wealth management services to individuals and families. Core offerings include comprehensive financial planning, retirement planning, investment advisory, wealth management, and estate planning, delivered through flat-fee engagements rather than commission-based product sales. The firm is legally held to a fiduciary standard of care and serves clients across the Greater Atlanta Region from offices in Cumming and Alpharetta, Georgia.
Is Financial Consultants Group a public or private company?
Financial Consultants Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Financial Consultants Group founded?
Financial Consultants Group was founded in 1996. It employs 51 to 100 people.
Where is Financial Consultants Group based?
Financial Consultants Group is headquartered in Cumming, United States, in the North America region.
How does Financial Consultants Group make money?
One revenue line is on record: fee-Only Financial Advisory.
Who are Financial Consultants Group's main competitors?
Direct peers on record are Creative Planning, Personal Capital (Empower), Carson Wealth, Facet Wealth, The Planning Center and Buckingham Strategic Wealth. Broad incumbents are Mercer Advisors, Focus Financial Partners, Edelman Financial Engines and Schwab Wealth Advisory.
Does Financial Consultants Group have an API?
No public API is recorded for Financial Consultants Group.
What industry is Financial Consultants Group in?
Financial Consultants Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.