Daxmar Advisors fees and pricing
Financial planner in Buford, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 8, 2026, Daxmar Advisors charges a flat or project fee of $1,500 and a quarterly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Current minimum fees are $ 500 per quarter up to 4 hours and individual financial planning fees are $1,500 for 8 hours of personalized consulting.”
- Quarterly fee
- $500/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Daxmar Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable in certain circumstances.”
- “If Client authorizes Advisor to use margin in managing the account, the market value of the account and the corresponding fee payable to Advisor will be increased.”
- “If a client terminates an account, the previously billed management fee is promptly returned on a pro-rated basis.”
How Daxmar Advisors’ fees compare
- Its flat or project fee of $1,500 is below the Georgia median of $5,000. 16% of the 152 other Georgia planners that publish a flat or project fee charge less.
About Daxmar Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $252,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290436
- Phone
- (404) 493-2681
Other planners in Buford that publish fees
- Paramount Investment AdvisorsBuford$150-$350/hr
- 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
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.