Asset Management Group fees and pricing
Financial planner in Cartersville, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Asset Management Group charges a flat or project fee of $5,000-$7,500 and a monthly fee of $200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$7,500
“There are 2 levels of one-time set-up fees, and these fees range from $5,000 to $7,500.”
- Monthly fee
- $200/mo
“Form ADV Part 2A Brochure Page 8 Advanced Membership (Planning plus Tax-Aware Coordination) $200/month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Asset Management Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management fees are payable monthly in arrears and are based on the average daily value of the assets of the month just ended.”
- “In limited cases, we may invoice the client directly for the payment of fees.”
- “Refunds are not applicable because the fee is payable in arrears.”
How Asset Management Group’s fees compare
- Its flat or project fee of $5,000-$7,500 is above the Georgia median of $5,000. 67% of the 152 other Georgia planners that publish a flat or project fee charge less.
About Asset Management Group
- Principal: Andrew J. Nida
- Firm size: 5 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
- 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
- 1.85% a year
- Clients
- 372
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $200,055,821
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319444
- Phone
- (678) 792-5855
Can advise clients in 6 states: Alabama, Florida, Georgia, Louisiana, Tennessee, Texas
Other planners in Georgia that publish fees
- 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
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/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.