American Wealth Advisors, LLC fees and pricing
Financial planner in Johns Creek, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 23, 2026, American Wealth Advisors, LLC charges $500 an hour and a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Hourly fees are set at $500 per hour.”
- Flat or project fee
- $500-$3,000
“Fixed fees range from $500 to $3,000 Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How American Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly, in arrears of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
How American Wealth Advisors, LLC’s fees compare
- Its hourly rate of $500 is above the Georgia median of $250. 90% of the 169 other Georgia planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Johns Creek that publish an hourly rate charge less.
- Its flat or project fee of $500-$3,000 is below the Georgia median of $5,000. 22% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Johns Creek that publish a flat or project fee charge less.
About American Wealth Advisors, LLC
- Firm size: 3 employees.
- Credentials named in the brochure: CPA.
- Founded: 2007 (19 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
- 1.5% a year
- Clients
- 109
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $120,170,823
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145791
- Phone
- (770) 814-7236
Can advise clients in 6 states: Colorado, Florida, Georgia, Massachusetts, New Hampshire, Texas
Other planners in Johns Creek that publish fees
- Fleming Wealth Management, LLCJohns Creek$250/hr
- Kindzia InvestmentsJohns Creek$100-$500/hr, $1,000
- Networth Financial Services, LLCJohns Creek$2,500-$15,000
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
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.