CPC Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Additionally, we are able to provide financial planning services based on our hourly rate of $275.”

Flat or project fee

$500⁠-⁠$20,000

“We generally charge a negotiable fixed fee ranging from $500 to $20,000 for financial planning services based on your circumstances and the complexity of the services requested; however, there may be certain circumstances where we offer financial plans for individuals requiring highly complex financial planning…”

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

How CPC Advisors, LLC bills

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

• “Upon delivery of the initial financial plan, we will offer an annual retainer service that may include periodic meetings to review your progress towards stated goals.”
• “Such fees are payable quarterly in arrears.”
• “Upon such termination, we will refund any unearned fees to you.”

How CPC Advisors, LLC’s fees compare

• Its hourly rate of $275 is above the Georgia median of $250. 54% of the 169 other Georgia planners that publish an hourly rate charge less.
• 19 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the Georgia median of $5,000. 86% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 41 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About CPC Advisors, LLC

• Firm size: 30 employees.
• Registered as an adviser: 1976 (50 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• 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

1.75% a year

Clients

934

Employees

30

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$1,675,441,642

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111025

Website

linkedin.com/company/cpcadvisors (opens in new tab)

Phone

(404) 879-3000

Can advise clients in 31 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Mississippi, Montana, North Carolina, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, West Virginia, Wyoming

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