Melton and Company
- 403 Westpark Ct Ste 201, Peachtree City, GA 30269
- 678-884-0000
- October 13, 2026
Waverly Advisors (Peachtree City office)
Guide Score
Guide Score
6.5
Guide Score Summary
6.5/10 Good, with caveats, medium confidence. Last verified 2026-10-13.
Contact Information
Address
525 Clubhouse Dr Ste 100, Peachtree City, GA 30269
Phone
Description
🟡 RESEARCH-BASED REVIEW, NOT A FIRST-HAND VISIT. Everything below comes from the public sources listed at the end, accessed on 2026-10-13. No one from Peachtree City Guide has used this business for this review. Scores are provisional and the Financial Advisors rubric is a draft.
Not legal or financial advice. We report public records and review data only; we do not judge the quality of legal or investment advice. Verify licenses yourself.
Scorecard
| Overall | 6.5 / 10 (★★★, “Good, with caveats”) |
| Confidence | Medium (4 sources) |
| Category | Financial Advisors |
| Fayette Chamber member | Yes |
| Last verified | 2026-10-13 |
Quick facts
- Address: 525 Clubhouse Dr Ste 100, Peachtree City, GA 30269
- Phone: 770-631-4007
- Website: https://waverly-advisors.com/offices/peachtree-city-ga/
- Regulator check: Megan Hendrick (CRD 5953773; WAVERLY ADVISORS, LLC): no disclosures | Firm WAVERLY ADVISORS, LLC (SEC 801-60741): firm disclosures N [4]
Other review platforms (checked 2026-10-13)
| Platform | Rating | Reviews | Newest review | Data source |
|---|---|---|---|---|
| Google (via Exa Places) | 5.0 | 4 | 2019-10-11 | direct read of Google-derived snapshot |
Not read (blocked by bot checks or login): Google directly, Yelp, Trustpilot, Angi, Facebook, BBB profile pages. We did not get around any bot check.
What recent reviewers say (keyword analysis)
- Window: 2024-10-13 to 2026-10-13. Sample: 0 reviews read directly.
- Compliments: none found.
- Complaints: none found.
- Recent-experience score: 5.0/10 (0 positive vs 0 negative theme mentions; small samples are pulled toward 5).
Score breakdown (draft Financial Advisors rubric)
| Criterion | Weight | Score | Evidence |
|---|---|---|---|
| Regulatory record (FINRA BrokerCheck / SEC IAPD) | 30% | 9 | Megan Hendrick (CRD 5953773; WAVERLY ADVISORS, LLC): no disclosures; Firm WAVERLY ADVISORS, LLC (SEC 801-60741): firm disclosures N [4] |
| Reputation (client reviews) | 20% | 6 | 5.0/5 from 4 reviews (very small sample) [1] |
| Fee transparency | 15% | 7 | registered investment adviser; Form ADV brochure public on IAPD (not read in full) |
| Credentials (CFP etc., verified) | 10% | 5 | designations not verified with CFP Board (not verified) |
| Complaint record (BBB) | 10% | 5 | no BBB profile matched in PTC search |
| Longevity | 15% | 5 | not verified |
| Recent customer experience (keyword analysis) | 10% of overall | 5.0 | n=0 |
| Overall | 6.5 | 0.9 × 6.70 + 0.1 × 5.0, capped at 9.0. Unverified criteria score 5. |
Sources (accessed 2026-10-13)
- Exa Places listing “Waverly Advisors, LLC” (Google-derived snapshot dated September 14, 2026). https://exa.ai/library/place/t3wxgq2fldn
- Fayette Chamber member directory listing. https://business.fayettechamber.org/list/member/waverly-advisors-10646
- Official website. https://waverly-advisors.com/offices/peachtree-city-ga/
- FINRA BrokerCheck / SEC IAPD individual records (search by city = Peachtree City, GA; disclosure details opened per advisor). https://brokercheck.finra.org/
Disclosure: no compensation, free service, or affiliate relationship. Found an error? See /corrections. How we score: /how-we-score/.
Location
525 Clubhouse Dr Ste 100, Peachtree City, GA 30269
Review
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