Can Serve Free LLC fees
Financial planner in Flowery Branch, Georgia. Registered with state securities regulators.
Can Serve Free LLC (Flowery Branch, GA) listed $150 an hour and a monthly fee of $60 for financial planning in a Form ADV Part 2A brochure dated October 29, 2023, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated October 2023, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed October 29, 2023. Fees can change.
- Hourly rate
- $150/hr
“Additional 60-minute 1-on-1 consultations beyond the two meetings included in the Package will be $150 per hour.”
- Monthly fee
- $60/mo
“The company offers the Enhanced Package-Annual Services for an upfront annual fee of $720 (averaging $60 per month), consisting of all services included in the Standard Package-Annual Services Contract, plus two 60-minute 1-on-1 consultations (remote or in-person) with an investment advisor representative at least…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the October 2023 brochure
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Can Serve Free LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The system will charge fully for the previously used period(s) and the current month and refund the amount for the remaining periods within seven to ten business days.”
About Can Serve Free LLC
- Founded: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and monthly planning fees
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 29, 2023
- CRD number
- 311129 (opens in new tab)
- Phone
- (301) 693-7710
More planners in Georgia that publish fees
- Evans Wealth ManagementDuluthHourly $250/hr
- FWI Wealth Management LLCSandy SpringsFlat $3,850
- Waypoint Wealth Counsel LLCAtlantaHourly up to $100/hr, Flat up to $12,000
- HC Advisors LLCSandy SpringsHourly $150-$480/hr, Flat $1,500-$4,000
- Waypoint Financial Planning, LLCMariettaHourly $250/hr, Flat $100-$20,000
- Private Family Wealth AdvisorsAtlantaFlat from $12,000
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.