Capital Benchmark Partners, LLC fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 16, 2026, Capital Benchmark Partners, LLC charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“When Financial Planning Services are provided separately as a standalone service, CBP charges an hourly rate of $400.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capital Benchmark Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annual fees are negotiable and prorated for accounts initiated or terminated during a quarter.”
- “Fees for partial quarters, including initial periods or significant capital inflows and outflows exceeding $100, are prorated based on the number of days services are provided, with adjustments reflected in the next full quarter’s billing.”
- “Since fees are charged in arrears, no rebates are issued upon termination, though clients remain liable for services rendered prior to the termination date.”
How Capital Benchmark Partners, LLC’s fees compare
- Its hourly rate of $400 is above the Georgia median of $250. 83% of the 169 other Georgia planners that publish an hourly rate charge less.
- 33 of the 47 other planners in Atlanta that publish an hourly rate charge less.
About Capital Benchmark Partners, LLC
“In addition, CBP also provides non-discretionary advice on approximately $3,930,070 in qualified retirement plan accounts for individuals and high-net worth individuals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Equity compensation
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
- 1.3% a year
- Clients
- 130
- Employees
- 1
- 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, educational seminars and workshops, and other services
- Assets managed
- $56,333,436
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175099
- Phone
- (770) 217-1202
Can advise clients in 5 states: California, Georgia, New York, Texas, Virginia
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
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.