CMC Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $250 and $10,000, depending on the scope and complexity of the requested services. 6 Clients may terminate the agreement without penalty for a full refund of CMCFG's fees within five business days of signing the Investment Advisory Contract.”

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

How CMC Financial Group, LLC bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CMCFG's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are generally negotiable and will be stated in each Agreement signed by the Client.”

How CMC Financial Group, LLC’s fees compare

• Its flat or project fee of $250-$10,000 spans the Georgia median of $5,000. 54% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 18 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About CMC Financial Group, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2018 (8 years).

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

2% a year

Clients

176

Employees

4

Works with

Individuals, high net worth individuals, and other

Services reported to regulators

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

Assets managed

$119,251,744

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292413

Website

cmcfg.com (opens in new tab)

Phone

(678) 690-8800

Can advise clients in 4 states: Florida, Georgia, Louisiana, Texas

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

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