Fee-only adviser · Suwanee, GA
Premier Financial Advisory Services, LLC
Premier Financial Advisory Services, LLC is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Suwanee, Georgia. On its latest Form ADV, filed March 31, 2026, it reports $37M in regulatory assets under management, 117 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia |
|---|---|
| Firm CRD number | 125197 |
| Office | 4045 Smithtown Road, Suite K Suwanee, GA 30024 |
| Phone | (404) 921-9755 |
| Website | www.premieradvisoryservices.com |
| Regulatory assets under management | $37M ($35M discretionary) |
| Individual clients | 102 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Suwanee
- Weaver Capital Management, LLC $538M
- Mersereau, Lazenby & Rockas, L.L.C. $99M
- Wilson Financial Group, LLC $50M
- Centurion Advisory Group, Inc $79M
See all 5 fee-only advisers in Suwanee →
Nearby
- Johns Creek 4 firms
- Sugar Hill 1 firm
- Duluth 10 firms
- Buford 4 firms
- Cumming 5 firms
- Lawrenceville 1 firm
- Peachtree Corners 1 firm
- Alpharetta 22 firms
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