American Financial Advisors, LLC. fees and pricing
Financial planner in Marietta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 3, 2026, American Financial Advisors, LLC. charges $150 an hour and a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“- Clients who have not entered an Investment Advisory Agreement with AFA, LLC and engage AFA, LLC strictly for financial planning services are billed for the engagement at an hourly rate of $150 per hour.”
- Flat or project fee
- $500
“- Clients who have previously entered a 401(k) Investment Advisory Agreement with AFA, LLC and pay AFA, LLC an annual management fee for 401(k) portfolio management are billed separately for financial planning engagements at a flat rate of $500 per engagement invoiced at the beginning of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How American Financial Advisors, LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio and Investment Management fees will be based on the value of those assets under management on a quarterly basis in arrears.”
- “Fees will be assessed on an annual basis in arrears.”
How American Financial Advisors, LLC.’s fees compare
- Its hourly rate of $150 is below the Georgia median of $250. 6% of the 169 other Georgia planners that publish an hourly rate charge less.
- None of the 14 other planners in Marietta that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Georgia median of $5,000. 6% of the 152 other Georgia planners that publish a flat or project fee charge less.
- None of the 9 other planners in Marietta that publish a flat or project fee charge less.
About American Financial Advisors, LLC.
- Firm size: 6 employees.
- Registered as an adviser: 2001 (25 years).
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% a year
- Minimum
- $300 minimum fee (stated in brochure)
- Clients
- 816
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $950,150,212
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115824
- Phone
- (770) 977-2434
Can advise clients in 22 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, North Carolina, Nebraska, New Hampshire, Nevada, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Washington
Other planners in Marietta that publish fees
- Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000-$15,000
- Brown Capital Advisors, LLCMarietta$2,000-$10,000, $30,000-$75,000/yr
- JPG Wealth ManagementMarietta$250/hr, $1,000-$15,000
- Kenwyck CapitalMarietta$300/hr, $3,000-$4,500
- Lassiter Financial Advisors, LLCMarietta$225/hr
- Masterplan Retirement ConsultantsMarietta$195/hr, $750-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.