Avere Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000⁠-⁠$30,000/yr

“Avere Wealth provides ongoing financial planning and advisory services for an annual fee generally ranging from $10,000 to $30,000 or more depending on the complexity of the client’s financial circumstances and the scope of services provided.”

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

How Avere Wealth Management, LLC bills

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

• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Financial planning fees may be billed: monthly, quarterly, or semi-annually.”

How Avere Wealth Management, LLC’s fees compare

• Its annual fee of $10,000-$30,000 is above the Georgia median of $5,438. 89% of the 47 other Georgia planners that publish an annual fee charge less.
• 18 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Avere Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 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

1.3% a year

Minimum

$50,000 in assets (stated in brochure)

Clients

25

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$12,764,081

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316472

Website

averewealth.com (opens in new tab)

Phone

(470) 231-1299

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

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