Chattahoochee Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$15,000

“Fixed fee rates range from $3,000 to $15,000.”

Annual fee

$3,000⁠-⁠$23,000/yr

“Annual fees range from $3,000 to $23,000 and are payable in advance on a monthly basis.”

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

How Chattahoochee Wealth bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Chattahoochee Wealth’s fees compare

• Its flat or project fee of $3,000-$15,000 spans the Georgia median of $5,000. 82% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Cumming that publish a flat or project fee charge less.
• Its annual fee of $3,000-$23,000 spans the Georgia median of $5,438. 74% of the 47 other Georgia planners that publish an annual fee charge less.

About Chattahoochee Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

4

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$8,931,181

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336778

Website

chattahoocheewealth.com (opens in new tab)

Phone

(770) 341-2150

Other planners in Cumming that publish fees

• Finacura Advisory LLCCumming$150/hr
• Financial Consultants Group IncCumming$2,500⁠-⁠$10,000
• Greenway Financial Planning, LLCCumming$250, $50⁠-⁠$500/mo
• Infinity Wealthcare, LLCCumming$750⁠-⁠$10,000
• Mason Wealth StrategiesCumming$200/hr

Compare all 10 planners in Cumming