Atlantis Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$350/hr

“Our hourly charge is between $125 and $350 per hour.”

Flat or project fee

Up to $15,000

“Fixed fees will be between $0 and $15,000.”

Annual fee

$500⁠-⁠$4,000/yr

“Fixed fees will be between $500 and $4,000 per annum.”

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

How Atlantis Wealth Advisors LLC bills

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

• “Fees are negotiable and will depend on the anticipated complexity of your plan.”
• “Fees are negotiable, and may be higher or lower than this range, 6 based on the nature of the account.”
• “Fees are negotiable and will depend on the anticipated complexity of your plan.”

How Atlantis Wealth Advisors LLC’s fees compare

• Its hourly rate of $125-$350 spans the Ohio median of $250. 39% of the 219 other Ohio planners that publish an hourly rate charge less.
• None of the 2 other planners in Maumee that publish an hourly rate charge less.
• Its flat or project fee of up to $15,000 spans the Ohio median of $3,250. 79% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Maumee that publish a flat or project fee charge less.
• Its annual fee of $500-$4,000 is below the Ohio median of $5,000. 19% of the 79 other Ohio planners that publish an annual fee charge less.

About Atlantis Wealth Advisors LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFA.
• Founded: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

2% a year

Clients

248

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$150,194,659

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169956

Website

camelotportfolios.com (opens in new tab)

Phone

(419) 794-0538

Can advise clients in 11 states: Alaska, California, Florida, Georgia, Indiana, Michigan, North Carolina, Ohio, South Carolina, Texas, Wisconsin

Other planners in Maumee that publish fees

• Munn Wealth Management, LLCMaumee$250⁠-⁠$5,000
• Patriot Wealth Planners LLCMaumee$300/hr, $1,000⁠-⁠$5,000
• Tfo Wealth PartnersMaumee$150⁠-⁠$450/hr, $5,000⁠-⁠$25,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 5 planners in Maumee