Atlas Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“In the event you decide to terminate the Financial Planning Agreement early, you will be responsible for payment of our services provided prior to termination, based on an hourly rate of $275 multiplied by the hours worked prior to termination.”

Flat or project fee

$3,800⁠-⁠$5,000

“Fixed fees typically range from $3,800 to $5,000, based on an estimate of the number of hours required to complete the plan.”

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

How Atlas Investment Advisors bills

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

• “Fees may be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “Our standard advisory fee is based on a percentage of your assets under management, paid quarterly and in advance, according to the schedule below.”
• “This means the assets in your investment portfolio will be billed at different levels according to the fee schedule above.”

How Atlas Investment Advisors’ fees compare

• Its hourly rate of $275 is above the Georgia median of $250. 54% of the 169 other Georgia planners that publish an hourly rate charge less.
• 5 of the 10 other planners in Alpharetta that publish an hourly rate charge less.
• Its flat or project fee of $3,800-$5,000 is below the Georgia median of $5,000. 47% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 9 of the 13 other planners in Alpharetta that publish a flat or project fee charge less.

About Atlas Investment Advisors

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

116

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$184,100,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324861

Website

linkedin.com/company/atlas-investment-advisors/?viewAsMember=true (opens in new tab)

Phone

(770) 336-6805

Other planners in Alpharetta 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
• Blueprint Private Wealth Management LLCAlpharetta$600⁠-⁠$5,000
• Capital Endurance Group, IncAlpharetta$350/hr, $2,000⁠-⁠$10,000
• CG Maton Advisory, Inc.Alpharetta$250/hr, $2,000⁠-⁠$5,000

Compare all 35 planners in Alpharetta