Epg Wealth Management LLC fees and pricing

Financial planner in Atlanta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Epg Wealth Management LLC charges $175⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $175⁠-⁠$500/hr; “Financial planning fees will be charged on an agreed upon hourly rate, ranging from $175 to $500 per hour, depending on the nature and complexity of each client's circumstances.”

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

“Fees are based on a percentage of assets under management and calculated at an annual rate and billed in advance on a monthly basis.”
“The initial fee will be prorated according to the number of days remaining in the calendar month.”
“Fees are automatically deducted from the account pursuant to the advisory agreement and are not billed separately to clients.”

Its hourly rate of $175-$500 spans the Georgia median of $250. 71% of the 169 other Georgia planners that publish an hourly rate charge less.
26 of the 47 other planners in Atlanta that publish an hourly rate charge less.

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: $500,000 in assets (stated in brochure)
Clients: 1,156
Employees: 14
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $579,086,058
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 302075
Website: eastpacesgroup.com (opens in new tab)
Phone: (404) 809-3680

Is something on this page wrong or out of date?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