Atlas Wealth Management fees and pricing
Financial planner in South Euclid, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Atlas Wealth Management charges a flat or project fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$15,000
“Atlas Wealth Management Page 6 Financial Planning Service Fixed Fees Atlas Wealth Management will charge a fixed fee for standalone financial planning services in the range of $5,000 to $15,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Atlas Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Fixed fee-based clients are billed one half of the fee at the time of signing the agreement with the Advisor and the other one half upon delivery of the financial plan to the client.”
- “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the financial plan, any fees due the Advisor will be invoiced to the client and payable within 5 days of delivery of the invoice.”
How Atlas Wealth Management’s fees compare
- Its flat or project fee of $5,000-$15,000 is above the Ohio median of $3,250. 87% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Atlas Wealth Management
“Atlas Wealth Management’s (or “Advisor”) principal service is providing fee-based investment advisory and comprehensive financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,328,192
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331239
- Phone
- (419) 270-4026
Other planners in Ohio that publish fees
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/hr
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.