Cochran Wealth LLC fees and pricing

Published fees

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

Hourly rate

$250⁠-⁠$400/hr

“Those fees depend on the scope and complexity of the client’s situation, but generally range from $4,000 to $15,000 on a fixed fee basis, and from $250 to $400 on an hourly rate basis.”

Flat or project fee

$4,000⁠-⁠$15,000

From the same sentence as above.

Annual fee

$3,000/yr

“The minimum fee is $3,000 per year.”

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

How Cochran Wealth LLC bills

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

• “Fees are paid monthly in arrears, and clients may terminate their contracts with seven days’ written notice.”
• “Fees are charged in arrears, therefore no refund policy is necessary.”
• “Clients may terminate their contracts without penalty, for full refund, within 7 business days of signing the advisory contract.”

How Cochran Wealth LLC’s fees compare

• Its hourly rate of $250-$400 is above the Georgia median of $250. 70% of the 169 other Georgia planners that publish an hourly rate charge less.
• 24 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$15,000 spans the Georgia median of $5,000. 83% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 39 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
• Its annual fee of $3,000 is below the Georgia median of $5,438. 32% of the 47 other Georgia planners that publish an annual fee charge less.
• 6 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Cochran Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

0.85% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$13,997,340

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

271034

Website

instagram.com/cochranwealth (opens in new tab)

Phone

(404) 844-8325

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

Compare all 159 planners in Atlanta