Christian Values Investing, Inc. fees and pricing

Financial planner in Statesboro, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 4, 2026, Christian Values Investing, Inc. charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “CVI's standard hourly rate for financial planning is $150 per hour.”

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

“Fees for financial planning will be billed after services are rendered and are due 21 days from the date of invoice.”
“Portfolio management fees are generally payable quarterly, in advance.”
“If management begins after the start of a quarter, fees will be prorated accordingly.”

Its hourly rate of $150 is below the Georgia median of $250. 6% of the 169 other Georgia planners that publish an hourly rate charge less.

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: 1.5% a year
Minimum: $50,000 in assets (stated in brochure)
Clients: 194
Employees: 3
Works with: Individuals, high net worth individuals, and other investment advisers
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed: $75,417,586
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 125379
Website: christianvalues.com (opens in new tab)
Phone: (912) 764-4435

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