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Robert Maloy Jr.

Advisor at Patton Albertson Miller Group, LLC

Updated today

Location

Macon, GA 31201

Credentials

CFP®

Industry experience

16 years

About

Robert Maloy is a CFP® professional with 16 years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2015. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside model-based allocations to create diversified portfolios, and it provides discretionary management with ongoing monitoring and annual reviews.

Client services

Based on Patton Albertson Miller Group, LLC

Financial planning Portfolio management
Consulting and sub advisory services, cash management solutions

Expertise

Based on Patton Albertson Miller Group, LLC

Wealth management Business succession planning

Occupation focus

Based on Patton Albertson Miller Group, LLC

Founder/Business Owner Executive

Demographic focus

Based on Patton Albertson Miller Group, LLC

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Financial planning fees generally range between $1,500 and $16,000 depending on complexity

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually

Project-based

Up to $250 per hour for financial planning services

Other

Account minimum: $10,000,000 Minimum fee: Minimum annual fee is $10,000 per client Fee-only: Fee-only wealth management and financial planning services; no commissions received.

Location

231 Riverside Dr, Suite 105

Macon, GA 31201

Most active in

Georgia

Work history

Patton Albertson Miller Group, LLC

2015 - Present (11 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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Series 65, Series 66

Macon, GA

Bickley Investments, LLC

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Passive / index investing General retirement planning
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Delmas W

Series 65

Macon, GA

Wilson Wealth Stewardship

Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 license and previously worked at Christy Capital Management for nine years before joining his current firm in 2018. Wilson is also individually licensed to sell fixed insurance products in Georgia, dedicating less than 25% of his time to this activity. Wilson Wealth Stewardship is a small, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and financial consulting services. The firm primarily uses model-based programs and third-party managers and offers educational seminars and public workshops on financial planning, retirement, and estate topics.

College savings (529s, UTMA, etc.) Retirement income strategy Annuities
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Lucinda D

Series 63, Series 65

Macon, GA

CFS Wealth Management

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

General retirement planning Wealth management
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Randall N

Series 63, Series 65

Macon, GA

Smith, Brown & Groover, Inc.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 26 years of industry experience. He has been with the firm since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides consulting and board governance services for Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and employs a combination of technical, fundamental, and cyclical analysis to tailor portfolios to client objectives.

Annuities
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Keith D

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Keith Dykes is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation with two years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in the food service industry through his role at Dykes Foods, Inc. J. L. Perkins Wealth Management primarily serves individual clients by providing financial planning and consulting, arranging advisory services through third-party money managers, and offering insurance products alongside investment advice. The firm focuses on due diligence and oversight of external managers and uses a combination of fundamental and technical investment analysis.

General retirement planning General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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James B

Series 65

Macon, GA

Beall Financial Planning, Inc.

James Beall is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Beall Financial Planning, Inc. in Macon, GA since 1987. Beall Financial Planning serves individual and high-net-worth clients, including trusts, offering portfolio management, comprehensive financial planning, and life-planning advisory services. The firm operates as a fee-only fiduciary, emphasizing conservative, long-term asset allocation with a focus on capital preservation and low-cost investments.

General retirement planning Income planning Tax-loss harvesting Passive / index investing
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