Binnerinvestments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$10,000

“Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $100 and $10,000.”

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

How Binnerinvestments bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of BIN's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of BIN’s fees, within five business days of signing the Financial Planning Agreement.”

How Binnerinvestments’ fees compare

• Its flat or project fee of $100-$10,000 spans the Georgia median of $5,000. 53% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Binnerinvestments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

2% a year

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$640,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338528

Phone

(478) 841-0665

Other planners in Georgia 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
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia