Preston & Cleveland Wealth Management, LLC

Preston & Cleveland Wealth Management, LLC (CRD# 131478) is a financial advisory firm headquartered in Mcdonough, GA. They manage $164,112,577 in 867 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    867
    ACCOUNTS
  • Average Account Value
    $189,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, GA, LA, MD, NE, SC, TN, TX

Financial Advisors at Preston & Cleveland Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John B. Preston
CRD#: 2923095
1250 Keys Ferry Court, Mcdonough, GA 30253
96
Wealthminder
score

John Preston (CRD# 2923095) is an Investment Advisor Representative working at Preston & Cleveland Wealth Management, LLC in Mcdonough, GA and has over 20 years of experience in the finance industry. John Preston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
B. W. Cleveland
CRD#: 4807476
3740 Executive Center Drive, Martinez, GA 30907
90
Wealthminder
score

B. Cleveland (CRD# 4807476) is an Investment Advisor Representative working at Preston & Cleveland Wealth Management, LLC in Martinez, GA and has 1 year of experience in the finance industry. B. Cleveland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bo B. Hanson
CRD#: 5348292
725 Cool Springs Blvd, Suite 600, Franklin, TN 37067
90
Wealthminder
score

Bo Hanson (CRD# 5348292) is an Investment Advisor Representative working at Preston & Cleveland Wealth Management, LLC in Franklin, TN and has 1 year of experience in the finance industry. Bo Hanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.