Ell Wess Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$750/hr

“For standalone engagements, our planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, and from $300 to $750 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$1,000⁠-⁠$20,000

From the same sentence as above.

Monthly fee

$1,000/mo

“The Support Mode program is offered on a month-to-month basis, for a monthly fixed fee of $1,000, paid in advance.”

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How Ell Wess Advisors bills

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

• “This total fee is paid in monthly increments of $2,000, in advance.”
• “The Virtual Family Office program is offered on a month-to-month basis, for a monthly fixed fee of $7,000, paid in advance.”
• “In the event that the we bills the client directly, payment is due within ten (10) days of receipt of the invoice.”

How Ell Wess Advisors’ fees compare

• Its hourly rate of $300-$750 is above the Georgia median of $250. 95% of the 169 other Georgia planners that publish an hourly rate charge less.
• 43 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Georgia median of $5,000. 87% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 42 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Ell Wess Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 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

1.5% a year

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,913,963

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330466

Phone

(770) 280-9915

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

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