Creative Financial Partners fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 25, 2026, Creative Financial Partners charges $250 an hour, a monthly fee of $62-$500, and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Clients may choose to work with the Firm on an hourly basis for financial planning services that are limited to specific topic areas for a fee of $250 per hour, subject to a two-hour minimum.”
- Monthly fee
- $62-$500/mo
“The fee for Basic Ongoing Financial Planning Services is a non-refundable Initial Deposit for setup of $500 and $62.50 per month.”
- Annual fee
- $500/yr
“The Client is required to pay an initial non-refundable retainer of $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Creative Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The relationship terminates upon the presentation of the financial plan to the Client, and payment of the final invoice.”
- “Recurring monthly payments must be paid by ACH or credit card, and are due and payable on the first of each month.”
- “No refund will be provided for partial months if the agreement is terminated.”
How Creative Financial Partners’ 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 annual fee of $500 is below the Georgia median of $5,438. None of the 47 other Georgia planners that publish an annual fee charge less.
- None of the 21 other planners in Atlanta that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Creative Financial Partners
- Principal: Ravi Kahan
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 3
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307502
- Phone
- (770) 651-8284
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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.