Due West Wealth Advisors LLC fees
Financial planner in Marietta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Due West Wealth Advisors LLC (Marietta, GA) charges up to $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Georgia median of $276.
“Due West may also offer standalone financial planning services at an hourly rate ranging up to $250 per hour.”
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
- CFA
- Team size
- 2 employees
- Registered since
- 2024 (2 years)
How Due West Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Fees may be negotiable depending on the size and complexity of the Plan.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 9
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 24, 2026
- CRD number
- 333294 (opens in new tab)
- Phone
- (470) 416-1617
Other planners in Marietta that publish fees
- Marietta Wealth Management, LLCMariettaHourly up to $350/hr, Flat up to $10,000
- Kenwyck CapitalMariettaHourly $300/hr, Flat $3,000-$4,500
- JPG Wealth ManagementMariettaHourly $250/hr, Flat $1,000-$15,000
- Jeffries Wealth ManagementMariettaHourly up to $350/hr, Flat up to $15,000
- Wiser Wealth Management, IncMariettaHourly $475/hr, Flat $6,750
- Third Act Retirement Planning, Inc.MariettaHourly up to $350/hr, Flat $3,500-$10,000 2024 brochure
Is something on this page wrong or out of date?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.