Engineered Wealth Management LLC fees and pricing
Financial planner in Avondale Estates, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 21, 2026, Engineered Wealth Management LLC charges a monthly fee of $150-$400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $150-$400/mo
“Ongoing financial planning services are offered at a monthly fee ranging from $150 to $400 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Engineered Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Beginning in the seventh month, wealth management fees are paid in advance of each month, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Investment management fees are paid in advance of each calendar quarter, pursuant to the terms of the investment management agreement Investment management fees are based on the market value of assets under management at the end of the prior calendar quarter.”
About Engineered Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Minimum
- $4,800 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338494
- Phone
- (512) 971-0518
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Is something on this page wrong or out of date?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.