PlannerFees

Enterprise Wealth Partners, LLC fees and pricing

Financial planner in Tallapoosa, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Enterprise Wealth Partners, LLC charges a flat or project fee of $250 and an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$250
“Enterprise’s negotiable hourly fee for financial planning services is set at $250.”
Annual fee
$3,000/yr
“The minimum annual fee for a qualified retirement plan is $3,000, which may be lowered or waived at our discretion.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Enterprise Wealth Partners, LLC bills

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

  • “The annual fee for portfolio management services is typically billed quarterly, in advance, based on the market value of client assets on the last day of the preceding quarter.”
  • “Where a client requests specific hourly consulting services, the client will be periodically invoiced or the entire fee will be payable upon completion of the service.”
  • “All such fees are normally payable in advance on a quarterly basis.”

How Enterprise Wealth Partners, LLC’s fees compare

  • Its flat or project fee of $250 is below the Georgia median of $5,000. None of the 152 other Georgia planners that publish a flat or project fee charge less.
  • Its annual fee of $3,000 is below the Georgia median of $5,438. 32% of the 47 other Georgia planners that publish an annual fee charge less.

About Enterprise Wealth Partners, LLC

“Financial planning services will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2007 (19 years).

Planning areas mentioned in the brochure

  • Retirement planning

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
2% a year
Minimum
$3,000 minimum fee (stated in brochure)
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$4,266,683
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
143853
Phone
(770) 408-0425

Other planners in Georgia that publish fees

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