Elwood & Goetz fees and pricing
Financial planner in Athens, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Elwood & Goetz charges $250 an hour and a monthly fee of $350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly rates range from $250 per hour to $500 per hour based on staff expertise and situational complexity.”
- Monthly fee
- $350/mo
“Advisory fees are based on the value of the portfolio, with a minimum monthly fee of $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Elwood & Goetz bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated monthly in arrears using the portfolio value on the last day of the month.”
- “Fees are paid monthly in arrears and are based on the ending portfolio value of the last day of the month.”
How Elwood & Goetz’s fees compare
- Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Athens that publish an hourly rate charge less.
About Elwood & Goetz
- Firm size: 29 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- 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% a year
- Clients
- 682
- Employees
- 29
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1,073,755,031
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154839
- Phone
- (706) 548-1025
Can advise clients in 16 states: Alabama, California, Colorado, Florida, Georgia, Kansas, Louisiana, Maryland, Missouri, North Carolina, New York, South Carolina, Texas, Utah, Virginia, Washington
Other planners in Athens that publish fees
- Clark Brown, LLCAthens$300/hr, $27/mo
- Elevate Wealth Advisory, Inc.Athens$1,500-$10,000
- Lanier Financial Group LLCAthens$150-$300/hr, $450
- Vision Financial ConceptsAthens$250-$500/hr
Is something on this page wrong or out of date?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.