Butler-Davis Financial Group, LLC fees and pricing
Financial planner in Covington, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 17, 2023, Butler-Davis Financial Group, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“An hourly fee of $250 per hour is charged by ButlerDavis Financial Group, LLC for financial planning services under this arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Butler-Davis Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
- “Fee refunds will be determined on a pro rata basis using the number of days services are actually provided during the final period unless your pro-rata refund would be less than $50.”
How Butler-Davis Financial Group, LLC’s fees compare
- Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
About Butler-Davis Financial Group, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 3
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $44,083
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 320825
- Phone
- (678) 942-6610
Other planners in Georgia that publish fees
- 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
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
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.