Ati Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Should the client terminate the advisory agreement with ATI Wealth Partners before the finalized financial plan is delivered, ATI Wealth Partners will be entitled to a pro-rata fee, based on how many hours of work ATI Wealth Partners has done on the plan at a rate of $200/hr.”

Flat or project fee

$1,800

“AND CONSULTING ATI Wealth Partners charges a fixed fee of $1,800 for comprehensive financial planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ati Wealth Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial plans are due upon completion of the financial plan.”
• “Payment will be accepted via ACH transfer, check, or cash app (Zelle).”

How Ati Wealth Partners, LLC’s fees compare

• Its hourly rate of $200 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
• None of the 4 other planners in Savannah that publish an hourly rate charge less.
• Its flat or project fee of $1,800 is below the Georgia median of $5,000. 23% of the 152 other Georgia planners that publish a flat or project fee charge less.
• None of the 2 other planners in Savannah that publish a flat or project fee charge less.

About Ati Wealth Partners, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 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% a year

Clients

67

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$29,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282924

Website

atiwealthpartners.com (opens in new tab)

Phone

(312) 967-4626

Can advise clients in 5 states: Georgia, Illinois, Massachusetts, New Hampshire, Tennessee

Other planners in Savannah that publish fees

• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr
• Bull Street AdvisorsSavannah$2,000/yr
• Constant Cashflow, LLCSavannah$150⁠-⁠$300/hr, $2,000⁠-⁠$4,000
• KCG Investment Advisory Services LLCSavannah$250/hr
• Legacybridge Wealth Management, LLCSavannah$450/hr, $3,000⁠-⁠$10,000/yr
• M3 Advisors, LLCSavannah$100⁠-⁠$800/hr

Compare all 12 planners in Savannah