Dubois Wealth Management, LLC fees and pricing
Financial planner in St. Simons Island, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, Dubois Wealth Management, LLC charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“The negotiated fixed rate for creating client financial plans is $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dubois Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of duboiswm's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of duboiswm’s fees, within five business days of signing the Financial Planning Agreement.”
How Dubois Wealth Management, LLC’s 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 Dubois Wealth Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 14
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $5,935,385
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310487
- Phone
- (678) 246-9636
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.