Edward Wealth Partners fees and pricing

Financial planner in Lithia Springs, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 17, 2026, Edward Wealth Partners charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Services are offered based on an hourly fee of $350 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $350 is above the Georgia median of $250. 72% of the 169 other Georgia planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

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: 1.5% a year
Clients: 26
Employees: 1
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: $1,646,174
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 338899
Phone: (404) 919-8916

Is something on this page wrong or out of date?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.