Ages Legacy Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400.”

Flat or project fee

$400⁠-⁠$5,000

“Fixed fee rates range between $400 to $5,000.”

Monthly fee

$458⁠-⁠$875/mo

“Fees are paid monthly or quarterly in advance, ranging from $458.33 to $875 per month, or $1,375 to $2,625 per quarter, depending on the selected billing frequency.”

Quarterly fee

$1,375⁠-⁠$2,625/qtr

From the same sentence as above.

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

How Ages Legacy Advisors, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Ages Legacy Advisors, LLC’s fees compare

• Its hourly rate of $400 is above the Georgia median of $250. 83% of the 169 other Georgia planners that publish an hourly rate charge less.
• 33 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $400-$5,000 is below the Georgia median of $5,000. 31% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 7 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Ages Legacy Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate 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

1.2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340447

Website

AGESLEGACYADVISORS.COM (opens in new tab)

Phone

(404) 692-0256

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• 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