Cerner Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225⁠-⁠$500/hr

“Services (a) Hourly Rate Depending on the complexity of the financial plan and a client’s needs, our hourly fees for financial planning services range from $225 to $500 per hour (min. 4 hours).”

Flat or project fee

$500⁠-⁠$50,000

“Our fixed fees for financial planning services range from $500 to $50,000 and depend on the complexity of the client’s financial situation and planning needs.”

Annual fee

$900⁠-⁠$12,000/yr

“Our fees for advisory consultations range from $900 to $12,000 per year.”

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

How Cerner Capital Management, LLC bills

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

• “Our hourly rate and fixed fees are negotiable, and the final fee, as agreed upon, will be outlined in our financial planning agreement.”
• “Fees are paid upon completion of the financial plan or planning session(s). 3.”
• “Our advisory consultation fees are negotiable, and the final fee, as agreed upon, will be outlined in our advisory agreement.”

How Cerner Capital Management, LLC’s fees compare

• Its hourly rate of $225-$500 spans the Georgia median of $250. 78% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$50,000 spans the Georgia median of $5,000. 95% of the 152 other Georgia planners that publish a flat or project fee charge less.
• Its annual fee of $900-$12,000 spans the Georgia median of $5,438. 55% of the 47 other Georgia planners that publish an annual fee charge less.

About Cerner Capital Management, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2003 (23 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

Highest asset based fee in brochure

2% a year

Clients

82

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$28,014,402

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

125160

Website

cernercapital.com (opens in new tab)

Phone

(770) 490-9003

Other planners in Snellville that publish fees

• Financial Decision Partners, LLCSnellville$150/hr, $750
• 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