Atlanta Wealth Management, Inc. fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Atlanta Wealth Management, Inc. charges $240 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $240/hr
“Other Financial Planning Projects Atlanta Wealth Management charges an hourly fee of $240 for its financial planning services other than Financial Goal Plans.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Atlanta Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Investment Management Services are not payable in advance.”
- “One-half of the fees for services other than Investment Management Services is payable in advance at the time of entering into the service agreement.”
- “The remainder of the fee is payable upon delivery of the written financial plan, investment policy statement, or fiduciary assessment report.”
How Atlanta Wealth Management, Inc.’s fees compare
- Its hourly rate of $240 is below the Georgia median of $250. 30% of the 169 other Georgia planners that publish an hourly rate charge less.
- 8 of the 47 other planners in Atlanta that publish an hourly rate charge less.
About Atlanta Wealth Management, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1991 (35 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
- Clients
- 10
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $6,296,500
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125190
- Phone
- (404) 713-0247
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
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- 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.