Cei Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“HOW MUCH DO WE CHARGE FOR PLANNING SERVICES? Financial Planning $175.00/hour In many cases, we can quote a flat fee.”

Annual fee

$500/yr

“Retainer fee of $500 is required.”

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

How Cei Financial Planning’s fees compare

• Its hourly rate of $175 is below the Georgia median of $250. 14% of the 169 other Georgia planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Milton that publish an hourly rate charge less.
• Its annual fee of $500 is below the Georgia median of $5,438. None of the 47 other Georgia planners that publish an annual fee charge less.

About Cei Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1992 (34 years).

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

Clients

7

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Assets managed

$4,745,755

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

126470

Website

ceifinancialplanning.com (opens in new tab)

Phone

(404) 255-7740

Other planners in Milton that publish fees

• Bluechip Wealth Advisors LLCMilton$300/hr, $29/mo
• MRP Advisors, LLCMilton$550/hr, $15,000/yr
• Responsive Financial Group, Inc.Milton$100⁠-⁠$225/hr, $1,200⁠-⁠$6,000/qtr
• Rock One Advisors, LLCMilton$1,500⁠-⁠$50,000

Compare all 9 planners in Milton