Brucker Wealth fees

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

According to its Form ADV Part 2A brochure dated March 27, 2026, Brucker Wealth (Atlanta, GA) charges $350 an hour, a flat or project fee of $250⁠-⁠$5,000, and a monthly fee of $100⁠-⁠$2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.

Hourly rate
$350/hr

Above the Atlanta median of $325; 64% of the 22 other planners in Atlanta that publish an hourly rate charge less. Above the Georgia median of $276; 75% of the 93 other planners in Georgia charge less.

“Our hourly rate is $350.”
Flat or project fee
$250⁠-$5,000

Runs from below the Atlanta median of $3,250 to above it. Runs from below the Georgia median of $4,125 to above it.

“Fixed fee rates range between $250 to $5,000.”
Monthly fee
$100⁠-$2,000/mo
“Fees are paid monthly in arrears, ranging from $100 to $2,000.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Credentials held at the firm
CFP® professional (opens in new tab)
Team size
Solo practice (one employee)
Registered since
2025

How Brucker Wealth 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.”
  • “Upon delivery of the initial plan, we charge a recurring fixed fee for Ongoing Financial Planning.”

About Brucker Wealth

  • Principal: Kurt Brucker

Firm details from Form ADV

How the firm is paid
Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
Clients
11
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$6.9 million
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of March 27, 2026
CRD number
335781 (opens in new tab)
Phone
(770) 597-5159

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Is something on this page wrong or out of date?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