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Mark Kanakaris

Advisor at Kanakaris and Associates

Updated today

Location

Woodstock, GA 30188

Credentials

Series 65

Industry experience

13 years

About

Mark Kanakaris is the principal of Kanakaris and Associates in Woodstock, GA, holding a Series 65 credential with 13 years of industry experience. He has worked at Royal Fund Management, LLC since 2013 and operates his own tax planning and preparation business, Cherokee Tax Group. Kanakaris is also licensed to sell life, annuity, health, and disability insurance. Kanakaris and Associates manages approximately $7.5 million in discretionary assets for about 62 individual clients, offering portfolio management, financial planning, and consulting services. The firm uses a quantitative, rules-based investment process featuring model portfolios, covered-call strategies, sector momentum analysis, and may allocate assets to sub-advisers or third-party models.

Client services

Based on Kanakaris and Associates

Financial planning Portfolio management Financial consulting

Expertise

Based on Kanakaris and Associates

Active portfolio management Options & derivatives strategies Wealth management

Fee options

Fixed

$1,000 fixed fee for financial planning services, negotiable; $500 due in advance

Percentage

Below $100,000 - $100,000: 2.00% $100,001 - $750,000: 1.50% Above $750,001+: 1.25% Any assets under Income & Growth Model+: 3.0%

Project-based

$190 per hour for financial consulting services, negotiable

Other

Account minimum: $50,000

Location

222 Creekstone Ridge

Woodstock, GA 30188

Most active in

Georgia

Work history

Kanakaris and Associates

2016 - Present (10 years)

Royal Fund Management, LLC

2013 - Present (13 years)

Mark Kanakaris

2008 - Present (18 years)

Cherokee Tax Group

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William P

Series 63, Series 65

Roswell, GA

Vickery Creek Capital Management

Retirement income strategy Income planning General estate planning guidance Life insurance needs analysis Annuities Retired Founder/Business Owner Executive Approaching retirement Established Professionals
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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
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Elbert M

CFP®, ChFC®, Series 63

Atlanta, GA

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Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.

General retirement planning General tax planning
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Timothy M

Series 63, Series 65

Alpharetta, GA

Morgan Capital Group LLC

Timothy Morgan is a financial advisor with Morgan Capital Group LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His background includes roles at Manpower Engineering, Morgan Joseph, and State Farm Insurance. He also maintains a licensed insurance practice involving the sale of insurance products. Morgan Capital Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm offers both discretionary and non-discretionary managed accounts and is noted for sponsoring a wrap-fee program while primarily managing non-discretionary assets. Their investment strategies are tailored to client objectives and include asset allocation, dollar-cost averaging, and technical analysis, with planning services available on a fixed-fee or hourly basis.

Annuities
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Marcus G

Series 63, Series 65

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Gustafsson Wealth Management, Inc.

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Lamont S

Series 66

Kennesaw, GA

Schumpert Investments, LLC

Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

Wealth management General retirement planning Income planning Long-term care insurance Self-Employed
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