Fern Impact Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000

“FERN typically charges a fixed fee of $2,000 per plan for comprehensive financial planning services as contracted for in advance.”

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

How Fern Impact Advisors, LLC bills

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

• “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the financial plan, any fees due the Advisor will be invoiced to the client and payable within 5 days of delivery of the invoice.”
• “If the Client terminates the Agreement with the Advisor prior to the Advisor’s start of the financial plan, a refund will be paid to the Client.”

How Fern Impact Advisors, LLC’s fees compare

• Its flat or project fee of $2,000 is below the Georgia median of $5,000. 26% of the 152 other Georgia planners that publish a flat or project fee charge less.
• None of the 2 other planners in Duluth that publish a flat or project fee charge less.

About Fern Impact Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

5

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and other services

Assets managed

$1,734,334

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164264

Website

fernimpact.com (opens in new tab)

Phone

(914) 471-7345

Can advise clients in 2 states: Georgia, New York

Other planners in Duluth that publish fees

• BJM Financial IncDuluth$1,500⁠-⁠$20,000
• Evans Wealth ManagementDuluth$250/hr, $10,000⁠-⁠$45,000
• Stanhouse Financial Planning and Management, LLCDuluth$340/hr
• 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

Compare all 9 planners in Duluth