BT Family Office, LLC fees and pricing

Financial planner in Atlanta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, BT Family Office, LLC charges $145⁠-⁠$575 an hour 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.

Hourly rate: $145⁠-⁠$575/hr; “Project-based fees will be charged an hourly rate between $145 and $575, depending upon the complexity and timeframe of the project and the BTFO staff assigned to the project.”

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

“Clients will pay a portion of the annual fee up front and the remainder of the fee will be deducted quarterly in advance or arrears, semiannually in arrears, or annually in arrears, as agreed to in each client’s engagement letter.”

Its hourly rate of $145-$575 spans the Georgia median of $250. 77% of the 169 other Georgia planners that publish an hourly rate charge less.
29 of the 47 other planners in Atlanta that publish an hourly rate charge less.

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: 10
Employees: 7
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
Assets managed: $3,996,508,425
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 305713
Website: linkedin.com/company/bt-family-office-llc (opens in new tab)
Phone: (404) 341-5800

Is something on this page wrong or out of date?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