Aprio Wealth Management, LLC fees and pricing
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 29, 2026, Aprio Wealth Management, LLC charges an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500/yr
“There is no fee for termination. 2 For plans with assets less than $250,000 Aprio WM charges an annual fee of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aprio Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Management Fees are billed either monthly in arrears based on an average daily account balance or quarterly in arrears based on the value of the assets under management on the last day of the prior reporting period.”
- “In the event of termination of the Management Agreement, our Management Fee will be prorated through the date of termination.”
- “Fees are billed monthly in arrears based on an average daily account balance.”
How Aprio Wealth Management, LLC’s fees compare
- Its annual fee of $2,500 is below the Georgia median of $5,438. 26% of the 47 other Georgia planners that publish an annual fee charge less.
- 4 of the 21 other planners in Atlanta that publish an annual fee charge less.
About Aprio Wealth Management, LLC
- Firm size: 55 employees.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Charitable giving
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
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 1,592
- Employees
- 55
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $4,154,843,929
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127333
- Phone
- (404) 892-9651
Can advise clients in 39 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
- Avere Wealth Management, LLCAtlanta$10,000-$30,000/yr
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.