Aegis Capital Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“The negotiated hourly fee for these services is between $100 and $250.”

Flat or project fee

$1,000⁠-⁠$3,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $3,000.”

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

How Aegis Capital Group bills

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

• “These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of ACGL's fees within five business days of signing the Investment Advisory 4 Contract.”
• “Clients may terminate the agreement without penalty, for full refund of ACGL’s fees, within five business days of signing the Financial Planning Agreement.”

How Aegis Capital Group’s fees compare

• Its hourly rate of $100-$250 is below the Georgia median of $250. 14% of the 169 other Georgia planners that publish an hourly rate charge less.
• 5 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the Georgia median of $5,000. 26% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 4 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Aegis Capital Group

• Firm size: 2 employees.
• Registered as an adviser: 2025.

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

1.5% a year

Clients

6

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,974,816

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336467

Website

aegiscapitalgroupllc.com (opens in new tab)

Phone

(404) 884-4734

Other planners in Atlanta that publish fees

• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
• Avere Wealth Management, LLCAtlanta$10,000⁠-⁠$30,000/yr

Compare all 159 planners in Atlanta