Asset Guidance Group, LLC fees and pricing
Financial planner in Roswell, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, Asset Guidance Group, LLC charges a flat or project fee of $100-$3,600 and a monthly fee of $260-$560 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $100-$3,600
“Method of Compensation and Fee Schedule Financial Planning Financial planning services are offered on a flat-fee basis ranging from $100 to $3,600.”
- Monthly fee
- $260-$560/mo
“Essential — $260/month Family Retirement — $315/month Entrepreneur — $560/month Because financial analysis, investment planning, and retirement planning are front-loaded and because the monthly subscription rates are relatively low, all monthly subscription fees are earned upon receipt for the complete twelve-month…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Asset Guidance Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client must consent in advance to direct debit of the client’s investment account.”
- “For accounts opened or closed midbilling period, fees are prorated based on the portion of the billing period during which the account was under management.”
- “Held-away accounts are billed on the same fee schedule applicable to other client assets.”
How Asset Guidance Group, LLC’s fees compare
- Its flat or project fee of $100-$3,600 is below the Georgia median of $5,000. 24% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Roswell that publish a flat or project fee charge less.
About Asset Guidance Group, LLC
“Nichols serves as Chief Financial Officer and Secretary of the Center for Holistic Education in Retirement Planning, Inc. (“CHERP”), a 501(c)(3) non-profit dedicated to adult financial literacy.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 35
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, newsletters and publications, market timing, and educational seminars and workshops
- Assets managed
- $17,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291448
- Phone
- (404) 348-4120
Other planners in Roswell that publish fees
- First Pitch Planning and Tax LLCRoswell$100/hr, $1,200
- J Moss and CoRoswell$200/hr, $10,400/qtr
- Park Square Financial Group LLCRoswell$300/hr, $5,000
- ST. John & Associates, Inc.Roswell$1,000-$5,000, $1,000-$5,000/yr
- Wellspring Planning Group LLCRoswell$250-$1,000/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.