Bip Wealth, LLC fees and pricing

Principal: William J. Harris
Firm size: 88 employees.
Founded: 2007 (19 years).

Financial planner in Atlanta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 25, 2026, Bip Wealth, LLC charges a monthly fee of $250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $250/mo; “Furthermore, BIP may charge a $250 monthly planning fee to households that have $500,000 or less in assets under management.”

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

“Advisory fees that you pay to the sub-adviser are established and payable in accordance with the brochure provided by each sub-adviser to whom you are referred.”
“These fees may or may not be negotiable.”
“You should review each sub-adviser's brochure for specific information on how you may terminate your advisory relationship with the subadviser and how you may receive a refund, if applicable.”

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: 1.5% a year
Clients: 3,108
Employees: 88
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
Assets managed: $5,287,991,188
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 143208
Website: prehmusfinancial.com (opens in new tab)
Phone: (404) 495-5230

Is something on this page wrong or out of date?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.