Bull Street Advisors fees and pricing
Financial planner in Savannah, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 9, 2026, Bull Street Advisors charges an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000/yr
“The firm's standard minimum fee is $2,000 per annum.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bull Street Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are typically billed quarterly in advance based on the total account value at the end of the prior quarter.”
- “Clients may elect to be billed by invoice or to authorize BSA to directly debit fees from their investment accounts.”
- “If a client begins or terminates their agreement in the middle of a billing period, the client will be invoiced for an amount that is pro-rated based on the number of days that the account was managed during that billing period.”
How Bull Street Advisors’ fees compare
- Its annual fee of $2,000 is below the Georgia median of $5,438. 15% of the 47 other Georgia planners that publish an annual fee charge less.
- None of the 2 other planners in Savannah that publish an annual fee charge less.
About Bull Street Advisors
“We provide financial planning advice to some clients. We focus on developing and implementing solutions for many important financial issues, including retirement, education, estate planning, philanthropic interests, and business succession planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Estate 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
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $2,000 minimum fee (stated in brochure)
- Clients
- 98
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $271,925,562
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304058
- Phone
- (912) 441-5185
Can advise clients in 6 states: Alabama, Florida, Georgia, New York, Pennsylvania, Texas
Other planners in Savannah that publish fees
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
- Ati Wealth Partners, LLCSavannah$200/hr, $1,800
- Constant Cashflow, LLCSavannah$150-$300/hr, $2,000-$4,000
- KCG Investment Advisory Services LLCSavannah$250/hr
- Legacybridge Wealth Management, LLCSavannah$450/hr, $3,000-$10,000/yr
- M3 Advisors, LLCSavannah$100-$800/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.