Atlas Investment Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“The negotiated hourly fee for these services is between $100 and $300.”

Flat or project fee

$100⁠-⁠$1,000

“The negotiated fixed rate for creating client financial plans is between $100 and $1,000.”

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

How Atlas Investment Advisory LLC bills

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

• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of AIA's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of AIA’s fees, within five business days of signing the Financial Planning Agreement.”

How Atlas Investment Advisory LLC’s fees compare

• Its hourly rate of $100-$300 spans the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
• None of the 3 other planners in Canton that publish an hourly rate charge less.
• Its flat or project fee of $100-$1,000 is below the Georgia median of $5,000. 8% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Canton that publish a flat or project fee charge less.

About Atlas Investment Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 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

1.5% a year

Clients

227

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

$77,400,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284935

Phone

(770) 289-9116

Can advise clients in 2 states: Georgia, Louisiana

Other planners in Canton that publish fees

• Datapoint Financial Planning, LLCCanton$375/hr
• Griffith & Werner, Inc.Canton$250/hr, $20,000
• Holcomb FinancialCanton$200/hr, $200⁠-⁠$500
• 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

Compare all 6 planners in Canton