Resurgent Financial Advisors LLC
Answer a few questions and
get matched with an advisor.
Learn more about Resurgent Financial Advisors LLC
Overview
Resurgent Financial Advisors LLC is an advisory firm located in Atlanta, Georgia. It handles $400.1 million in total assets over 1,487 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 6 financial advisors. Resurgent Financial Advisors LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as options, bonds and stocks.
Resurgent Financial Advisors LLC administers most of the firm's client assets in a discretionary manner. Discretionary management means that an investment advisor makes transaction choices for the client's account without needing to seek client consent. The company also oversees 107 non-discretionary accounts with a total of $52.1 million in AUM. The advisory firm oversees about $269,092 in assets for every account. The typical advisor at Resurgent Financial Advisors LLC administers around 248 client accounts.
Resurgent Financial Advisors LLC's main office is located at 6300 Powers Ferry Road, Atlanta, Georgia 30339. Resurgent Financial Advisors LLC is legally allowed to provide services to customers across a number of states, including California, Florida, Georgia, Idaho, Kentucky, Nevada, North Carolina, South Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Resurgent Financial Advisors LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$400.1 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
14
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,487
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$269.1 thousand
Products and Services
Resurgent Financial Advisors LLC offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the past fiscal year, the firm provided 101-250 of its clients with financial planning services. Resurgent Financial Advisors LLC is not engaged in selling products or offering services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by the firm likely consist of some blend of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to retail investors, high net worth investors, pension plans and corporations. Out of its 1,487 clients, Resurgent Financial Advisors LLC's biggest client group is retail investors, although it also manages money for 108 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 15.1%
- Other Individuals - 83.64%
- Corporations - 1.26%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Resurgent Financial Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Resurgent Financial Advisors LLC
Danville, KY
Chapel Hill, NC
Atlanta, GA
Atlanta, GA
Danville, KY
Farmville, NC
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.