Brannen & Lyle Investment Company fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“$125 per hour Payable at the end of each month based upon time spent by B&L.”

Flat or project fee

$1,500

“Type Fixed Fee Maximum Fee Payable $1,500 Payable one-half (1/2) upon execution of the advisory agreement with B&L and the balance due at the time of presentation of the plan, unless otherwise negotiated with you.”

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

How Brannen & Lyle Investment Company bills

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

• “Fees are negotiable and are not based on a share of capital gains upon or capital appreciation of the funds or any portion of the funds.”
• “Fees for partial periods will be prorated.”
• “Should you terminate investment advisory services during the quarter, you will be billed a pro-rated portion of the advisory fee for the period.”

How Brannen & Lyle Investment Company’s fees compare

• Its hourly rate of $125 is below the Georgia median of $250. 5% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Georgia median of $5,000. 16% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Brannen & Lyle Investment Company

• Firm size: 3 employees.
• Registered as an adviser: 2000 (26 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

19

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$12,370,718

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

125308

Website

brannenlyle.com (opens in new tab)

Phone

(229) 246-1775

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