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
- Phone
- (404) 667-3494
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
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.