Bush Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis, and from $200 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$1,000⁠-⁠$15,000

From the same sentence as above.

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

How Bush Wealth Management bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “Advisory Fees payable for accounts managed using Pontera will be deducted directly from another non-tax qualified account, as authorized by the client in Registrant’s Agreement.”
• “In limited circumstances, the Registrant may also invoice the client for accounts managed using Pontera.”

How Bush Wealth Management’s fees compare

• Its hourly rate of $200-$400 spans the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Georgia median of $5,000. 77% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Bush Wealth Management

• Firm size: 12 employees.
• Founded: 2004 (22 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

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

2% a year

Clients

494

Employees

12

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$258,367,857

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

304262

Website

bushwealthmanagement.com (opens in new tab)

Phone

(229) 247-1474

Can advise clients in 6 states: California, Florida, Georgia, North Carolina, Tennessee, Texas

Other planners in Valdosta that publish fees

• Windemere Advisors, LLCValdosta$176⁠-⁠$225/hr
• 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

Compare all 488 planners in Georgia