Constant Cashflow, LLC fees and pricing

Published fees

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

Hourly rate

$150⁠-⁠$300/hr

“Thereafter, clients may terminate the Investment Advisory Contract generally with 7 days' written notice. 4 Financial Planning Fees The fixed fee for creating client financial plans ranges from $2,000 and $4,000 and hourly fees of $150 and $300 depending on the scope, complexity, and time required to develop a…”

Flat or project fee

$2,000⁠-⁠$4,000

From the same sentence as above.

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

How Constant Cashflow, 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 CCL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of CCL’s fees, within five business days of signing the Financial Planning Agreement.”

How Constant Cashflow, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Georgia median of $250. 25% of the 169 other Georgia planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Savannah that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$4,000 is below the Georgia median of $5,000. 34% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Savannah that publish a flat or project fee charge less.

About Constant Cashflow, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

1.5% a year

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,200,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338659

Website

constantcashflow.com (opens in new tab)

Phone

(912) 328-0635

Other planners in Savannah that publish fees

• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr
• Ati Wealth Partners, LLCSavannah$200/hr, $1,800
• Bull Street AdvisorsSavannah$2,000/yr
• KCG Investment Advisory Services LLCSavannah$250/hr
• Legacybridge Wealth Management, LLCSavannah$450/hr, $3,000⁠-⁠$10,000/yr
• M3 Advisors, LLCSavannah$100⁠-⁠$800/hr

Compare all 12 planners in Savannah