Atlas Capital Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial Planning engagements are offered at an hourly rate of $150 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing fee that is paid monthly or quarterly, in advance, at the rate of $100-$1,000 per month or $300-$3,000 per quarter.”

Monthly fee

$100⁠-⁠$1,000/mo

From the same sentence as above.

Quarterly fee

$300⁠-⁠$3,000/qtr

From the same sentence as above.

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How Atlas Capital Advisory LLC bills

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

• “No increase in the annual fee shall be effective without agreement from the Client by signing a new agreement or amendment to their current advisory agreement. 7 Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Atlas Capital Advisory LLC’s fees compare

• Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 3 other planners in Delray Beach that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Delray Beach that publish a flat or project fee charge less.

About Atlas Capital Advisory LLC

• Principal: Karamat Qadri
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$7,356

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316980

Phone

(561) 843-1392

Other planners in Delray Beach that publish fees

• Bfa Wealth ManagementDelray Beach$208/mo, $2,500/yr
• Indian River Financial Group, Inc.Delray Beach$500
• Roath Capital AdvisoryDelray Beach$250/hr, $1,250/qtr
• Stillpoint WealthDelray Beach$5,000
• Sundial Wealth LLCDelray Beach$500/hr
• Zuraw FinancialDelray Beach$200⁠-⁠$400/hr, $500

Compare all 10 planners in Delray Beach