Access Planning Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning fee is an hourly rate of $250 per hour, billed in 15-minute increments after the first hour.”

Flat or project fee

$750⁠-⁠$7,500

“The fixed fee can range between $750 and $7,500, depending on complexity and the needs of the client.”

Quarterly fee

$150⁠-⁠$3,000/qtr

“This quarterly fee can range between $150 and $3,000, depending on the average asset value of the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Access Planning Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In the event of an early termination, prior to the initial financial plan being completed, the unearned portion of the fee will be prorated based on the amount of work completed and refunded to the client.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due upon completion of work.”
• “However, APP will not bill an amount above $500 more than 6 months in advance.”

How Access Planning Partners, LLC’s fees compare

• Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
• 1 of the 10 other planners in Alpharetta that publish an hourly rate charge less.
• Its flat or project fee of $750-$7,500 spans the Georgia median of $5,000. 47% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 8 of the 13 other planners in Alpharetta that publish a flat or project fee charge less.

About Access Planning Partners, LLC

• Principal: Marie Morgan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

28

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$26,686,787

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298301

Website

appga.net (opens in new tab)

Phone

(470) 288-3377

Other planners in Alpharetta that publish fees

• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Atlas Investment AdvisorsAlpharetta$275/hr, $3,800⁠-⁠$5,000
• Blueprint Private Wealth Management LLCAlpharetta$600⁠-⁠$5,000
• Capital Endurance Group, IncAlpharetta$350/hr, $2,000⁠-⁠$10,000
• CG Maton Advisory, Inc.Alpharetta$250/hr, $2,000⁠-⁠$5,000

Compare all 35 planners in Alpharetta