Bunnen Financial Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2022. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000/yr

“The minimum annual fee is $5,000 and is NEGOTIABLE, Current client relationships may exist where the fees are higher or lower than the fee schedule above.”

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

How Bunnen Financial Management LLC bills

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

• “If the client made an advance payment, BUNNEN FINANCIAL MANAGEMENT LLC will refund any unearned portion of the advance payment.”
• “If the client made an advance payment, BUNNEN FINANCIAL MANAGEMENT LLC will refund any unearned portion of the advance payment.”
• “At termination, fees will be billed on a pro rata basis for the portion of the quarter completed.”

How Bunnen Financial Management LLC’s fees compare

• Its annual fee of $5,000 is below the Georgia median of $5,438. 47% of the 47 other Georgia planners that publish an annual fee charge less.
• 8 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Bunnen Financial Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

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

$5,000 minimum fee (stated in brochure)

Clients

15

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$14,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143148

Phone

(301) 602-5005

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

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