PlannerFees

Aust Financial Advisory, LLC fees and pricing

Financial planner in Atlanta, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 9, 2025, Aust Financial Advisory, LLC charges $400 an hour, a flat or project fee of $6,000, a monthly fee of $2,000, and an annual fee of $16,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“(2) ownership percentage multiplied by the value of the business as outlined in the buy/sell agreement Financial Consulting and Tax Planning The fee for this service is based on an hourly rate of $400.”
Flat or project fee
$6,000
“Client monthly fee is $2,000 a month, the one time on-board fee is $6,000 in addition to the annual fee.”
Monthly fee
$2,000/mo

From the same sentence as above.

Annual fee
$16,000/yr
“Although the minimum fee is negotiable and may be waived under certain circumstances in AFA’s sole discretion, the minimum annual fee is $16,000.”

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

How Aust Financial Advisory, LLC bills

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

  • “The fee will be billed on a monthly basis and the final payment will be due and payable when the work has been completed and provided to the client.”
  • “Client does not state a preference, AFA shall bill the service fee on a monthly basis.”
  • “The level of annual fees is not negotiable unless extraordinary special circumstances are present.”

How Aust Financial Advisory, LLC’s fees compare

  • Its hourly rate of $400 is above the Georgia median of $250. 83% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 33 of the 47 other planners in Atlanta that publish an hourly rate charge less.
  • Its flat or project fee of $6,000 is above the Georgia median of $5,000. 63% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 26 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
  • Its annual fee of $16,000 is above the Georgia median of $5,438. 83% of the 47 other Georgia planners that publish an annual fee charge less.
  • 16 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Aust Financial Advisory, LLC

“Aust Financial Advisory, herein also referred to as “AFA”, offers personalized, confidential financial planning and investment management to individual clients and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Otis Aust
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • 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
2% a year
Minimum
$16,000 minimum fee (stated in brochure)
Clients
26
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$33,030,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
153724
Website
austfinancialadvisory.com (opens in new tab)
Phone
(404) 285-9982

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