Bradley Wealth Group, LLC fees
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 14, 2026, Bradley Wealth Group, LLC (Atlanta, GA) charges a quarterly fee of up to $1,000 for financial planning.
- Website: bradleywealthgroup.com (opens in new tab)
- Call (912) 390-0103
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change.
- Quarterly fee
- Up to $1,000/qtr
“Fees are paid quarterly in arrears, ranging from $0 to $1,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Bradley Wealth Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Bradley Wealth Group, LLC
- Principal: Davis Bradley
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 25
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 14, 2026
- CRD number
- 337777 (opens in new tab)
- Phone
- (912) 390-0103
Registered in 3 states: California, Florida, Georgia
Other planners in Atlanta that publish fees
- Earn Into Wealth StrategiesAtlantaHourly $500/hr, Flat $1,000-$15,000
- CMC Financial Group, LLCAtlantaFlat $250-$10,000
- The Keystone Financial Alliance, LLCAtlantaFlat $2,500-$10,000
- Rinzler Capital LLCAtlantaHourly $250/hr, Flat $2,500
- Sherrill & Hutchins Financial Advisory IncAtlantaHourly $350/hr, Flat $2,500
- CIGX, LLCAtlantaHourly $100/hr
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.