Familyroot Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,750⁠-⁠$3,500

“FRWA collects an initial fee of $1,750 - $3,500.”

Quarterly fee

$243/qtr

“Advisor may reduce or waive the initial fee at the Advisor’s discretion. 8 In addition, we charge a recurring fixed fee of $243.75 per quarter, paid in advance, for Financial Planning.”

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

How Familyroot Wealth Advisors, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Familyroot Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $1,750-$3,500 is below the Georgia median of $5,000. 30% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Familyroot Wealth Advisors, LLC

• Principal: Daniel Johnson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning
• Business owners

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% a year

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$5,206,428

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338085

Website

familyrootwealth.com (opens in new tab)

Phone

(678) 824-8420

Can advise clients in 2 states: Florida, Georgia

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

Compare all 488 planners in Georgia