CG Maton Advisory, Inc. 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

$250/hr

“Financial Planning & Consultation Services (a) Financial Plans Our fixed fees for constructing financial plans are assessed utilizing the hourly rate of $250, and the hourly rate is non-negotiable.”

Flat or project fee

$2,000⁠-⁠$5,000

“Fixed fees range from $2,000 to $5,000 for the year.”

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

How CG Maton Advisory, Inc. bills

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

• “After reviewing each client’s financial situation, we provide clients with an advisory fee invoice that estimates fixed fees based on our hourly rate and the anticipated number of hours to be expended.”
• “Subsequent payments for the remaining balance due are payable quarterly in arrears or upon completion (based on the client’s preference).”
• “Our hourly rate for consultation services is negotiable.”

How CG Maton Advisory, Inc.’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.
• 1 of the 10 other planners in Alpharetta that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 is below the Georgia median of $5,000. 41% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 7 of the 13 other planners in Alpharetta that publish a flat or project fee charge less.

About CG Maton Advisory, Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 1998 (28 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

6

Employees

3

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$45,392,688

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

127277

Phone

(678) 297-1217

Can advise clients in 2 states: Colorado, Georgia

Other planners in Alpharetta 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
• Atlas Investment AdvisorsAlpharetta$275/hr, $3,800⁠-⁠$5,000
• Blueprint Private Wealth Management LLCAlpharetta$600⁠-⁠$5,000
• Capital Endurance Group, IncAlpharetta$350/hr, $2,000⁠-⁠$10,000

Compare all 35 planners in Alpharetta