Ae Financial & Risk Management, Inc. fees and pricing

Firm size: 2 employees.
Registered as an adviser: 2014 (12 years).

Financial planner in Alpharetta, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Ae Financial & Risk Management, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The following fees are negotiable between AEFRM and Client; however, no fee may exceed the stated level below listed.”
“The Client will receive a pro-rated refund of any fees paid in advance based on the date of termination.”
“Fees for financial planning services are negotiable between the Client and AEFRM.”

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.

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
Minimum: $50,000 in assets (stated in brochure)
Clients: 43
Employees: 2
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $40,055,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 172395
Website: aefinancial.biz (opens in new tab)
Phone: (678) 338-4396

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