Ferguson Shapiro LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, Ferguson Shapiro LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Financial planning fees will be charged on an hourly basis at $300 per hour and the client will be provided an estimate in advance.”

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.”
“To determine the amount of the refund, take the aggregate portion in each tier and multiply it by the fee, the number of days left in the month then divide by the number of days in the year.”
“Fees are calculated as a percentage of the market value of all assets in the account on the last trading day of each month and billed monthly, in advance.”

Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
None of the 2 other planners in Decatur that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 332
Employees: 9
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $415,195,355
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 297555
Website: fergusonshapiro.com (opens in new tab)
Phone: (404) 567-6771

Is something on this page wrong or out of date?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