Blake Financial Counsel, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 19, 2026, Blake Financial Counsel, LLC charges a flat or project fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$5,000
“Our annual fees for divorce planning and consultation services are assessed at a fixed rate of $5,000 for clients with a minimum net worth of $10,000,000 or less.”

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

How Blake Financial Counsel, LLC bills

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

  • “Fees for comprehensive wealth management services are billed and payable quarterly in advance (i.e., at the beginning of each calendar quarter).”
  • “Clients may also choose to pay advisory fees by mailing a check to our address or any designated electronic funds transfer method.”
  • “In such instances of direct pay, payment is due upon receipt of our advisory fee invoice. 2.”

How Blake Financial Counsel, LLC’s fees compare

  • Its flat or project fee of $5,000 matches the Georgia median of $5,000. 48% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 16 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Blake Financial Counsel, LLC

  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Minimum
$1,000,000 in assets (stated in brochure)
Clients
17
Employees
2
Works with
High net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$44,692,440
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
305157
Website
blakefinancialcounsel.com (opens in new tab)
Phone
(404) 667-3494

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