PlannerFees

Claris Financial Advisors, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated March 28, 2026, Claris Financial Advisors, Inc. charges $250 an hour and a flat or project fee of $1,500⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Upon completion of the annual engagement, supplemental financial planning services or ad hoc updates are available under a new agreement or service addendum for additional fees of $250 per hour. 2.”
Flat or project fee
$1,500⁠-⁠$12,000
“Our fees for financial planning services are assessed at non-negotiable fixed fees of $1,500 to $12,000.”

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

How Claris Financial Advisors, Inc. bills

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

  • “The annual advisory fee is due and payable in equal monthly installments.”
  • “Advisory invoices are transmitted to clients in person or electronically, and payment is due upon receipt.”
  • “Clients pay advisory fee invoices by check to our address or by any electronic funds transfer method.”

How Claris Financial Advisors, 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.
  • 9 of the 47 other planners in Atlanta that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$12,000 spans the Georgia median of $5,000. 73% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 32 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Claris Financial Advisors, Inc.

“About Our Business Claris Financial Advisors, Inc. (also referred to herein as “we,” “us,” or “our”) is a wealth management firm that offers financial planning and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2009 (17 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
97
Employees
2
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
$33,573,075
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
128660
Website
apexfinancial.com (opens in new tab)
Phone
(770) 934-8686

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