Firethorn Wealth Partners, LLC

Retirement Plan Advisor

Augusta, GA

About Firethorn Wealth Partners, LLC

<p>In the Augusta, Georgia area, Firethorn Wealth Partners, LLC works with individuals, families, and employers that want financial planning tied to day-to-day decisions and long-term goals.</p> <p>Firethorn Wealth Partners is a registered investment advisor based in Augusta with one office. The firm’s work includes wealth management and retirement plan services, with a focus on mapping out accumulation, distribution, and transfer goals and using a fee structure that clients can review and understand.</p> <p>For workplace plans, the firm offers <a href="/plan-advisors">plan advisor</a> support in a 3(38) investment manager role. That means Firethorn can take on investment selection and monitoring responsibilities for a retirement plan sponsor as part of the plan’s governance process.</p> <p>Clients may also work with the firm on alternative assets, education advisory, and consulting. What differentiates Firethorn is the blend of personal financial planning and 3(38) retirement plan management under one roof for clients in the Augusta region.</p> <ul> <li>Registered investment advisor (RIA)</li> <li>Headquartered in Augusta, GA with a single office</li> <li>3(38) investment manager services for retirement plans</li> <li>Wealth management and financial planning for individuals and families</li> <li>Alternative assets and education advisory/consulting</li> </ul>

Website: https://firethornwp.com/

Office Locations

  • Augusta, GA (Headquarters)

Services Offered

  • 3(38) Investment Manager

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
NEUROLOGICAL INSTITUTE PROFIT SHARING/401(K) PLANNEUROLOGICAL INSTITUTE OF SAVANNAH & CENTER FOR SPINE P.C., GA$22M85
GERALD JONES AUTOMOTIVE GROUP 401(K) PLANGERALD JONES AUTOMOTIVE GROUP, GA$11M342

Team Members

  • Scott Benjamin, CFP®, CIMA™, AIF®
  • Jerry Rogers, CFP®, AIF®
  • Kevin Sweeney, Financial Advisor
  • William Reza Abolghassem, Financial Advisor
  • Kate Brabenec, Financial Advisor
  • Melinda McRee, Financial Advisor
  • Cicely Signal, Financial Advisor

Other Retirement Plan Advisors in GA