Dalton Wealth Planners fees and pricing
Financial planner in Dalton, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 18, 2026, Dalton Wealth Planners charges $500 an hour, a flat or project fee of $2,000-$5,000, and an annual fee of up to $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our hourly rate is $500.”
- Flat or project fee
- $2,000-$5,000
“Fixed fee rates range between $2,000 to $5,000.”
- Annual fee
- Up to $3,000/yr
“The annual fee is paid monthly in arrears, and ranges from $0 to $3000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dalton Wealth Planners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee for investment management is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Dalton Wealth Planners’ fees compare
- Its hourly rate of $500 is above the Georgia median of $250. 90% of the 169 other Georgia planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$5,000 is below the Georgia median of $5,000. 41% of the 152 other Georgia planners that publish a flat or project fee charge less.
- Its annual fee of up to $3,000 is below the Georgia median of $5,438. 13% of the 47 other Georgia planners that publish an annual fee charge less.
About Dalton Wealth Planners
- Firm size: 3 employees.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- 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
- 2% a year
- Clients
- 7
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,506,988
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334952
- Phone
- (706) 719-4261
Other planners in Georgia that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$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.