Culbreth Wealth Management fees
Financial planner in Dacula, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 19, 2026, Culbreth Wealth Management (Dacula, GA) charges $350 an hour and a flat or project fee of $1,500-$15,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 19, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Georgia median of $276; 75% of the 93 other planners in Georgia that publish an hourly rate charge less. The one other planner in Dacula charges less.
“Culbreth Wealth Management’s hourly fee will be billed at a rate of $350 per hour and will be negotiated and agreed upon by the parties in advance.”
- Flat or project fee
- $1,500-
$15,000 Runs from below the Georgia median of $4,125 to above it.
“Culbreth Wealth Management will charge a fixed fee ranging from $1,500 to $15,000 for Financial Planning Services, based on the scope and complexity of the Financial Planning Services to be provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2023 (3 years)
How Culbreth Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Upon termination, Advisor will deliver a final invoice for any unbilled work performed prior to termination of the agreement, and the Plan Sponsor will be required to pay fees due the Advisor within thirty (30) days of the date of the invoice.”
- “In such cases, the additional duties and hourly rate of compensation shall be agreed to by both parties, in advance, by execution of a codicil to the Agreement.”
About Culbreth Wealth Management
“Asset Management Services Culbreth Wealth Management’s (“Advisor”) principal service is providing fee-based asset management services and financial planning services.”
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 141
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $75 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 19, 2026
- CRD number
- 325196 (opens in new tab)
- Phone
- (770) 979-1301
Registered in 6 states: Florida, Georgia, North Carolina, South Carolina, Tennessee, Texas
Other planners in Dacula that publish fees
- Piece of Wealth Planning LLCDaculaHourly $250/hr, Flat $300-$10,000
More planners in Georgia that publish fees
- Reagan Financial Planning LLCOxfordHourly $85/hr
- Intelligent WorthAtlantaAnnual $500-$1,500/yr
- CMC Financial Group, LLCAtlantaFlat $250-$10,000
- Cerner Capital Management, LLCSnellvilleHourly $225-$500/hr, Flat $500-$50,000
- Blake Financial Counsel, LLCAtlantaFlat $5,000
- Alpha Financial Management, Inc.SavannahAnnual $2,000-$10,000/yr
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.