Arch Partners Wealth Management, Inc. fees and pricing
Financial planner in Watkinsville, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 13, 2026, Arch Partners Wealth Management, Inc. charges $100 an hour and a flat or project fee of $250-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, $100 per hour.”
- Flat or project fee
- $250-$1,000
“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from 6 $250 to $1,000, depending on the specific arrangement reached with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arch Partners Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter.”
- “The balance is due upon completion of the plan.”
- “The client is billed quarterly in arrears based on actual hours accrued.”
How Arch Partners Wealth Management, Inc.’s fees compare
- Its hourly rate of $100 is below the Georgia median of $250. 1% of the 169 other Georgia planners that publish an hourly rate charge less.
- None of the 3 other planners in Watkinsville that publish an hourly rate charge less.
- Its flat or project fee of $250-$1,000 is below the Georgia median of $5,000. 9% of the 152 other Georgia planners that publish a flat or project fee charge less.
About Arch Partners Wealth Management, Inc.
- Firm size: 3 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 244
- Employees
- 3
- 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
- $109,152,241
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123735
- Phone
- (706) 850-8877
Other planners in Watkinsville that publish fees
- Green Wing Financial Solutions LLCWatkinsville$200/hr, $255/mo
- Oglesby Wealth Strategies, LLCWatkinsville$200/hr
- Trademark Capital Management Inc.Watkinsville$150-$250/hr
- 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.