Financial Architects, LLC fees and pricing
Financial planner in Woodstock, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 4, 2026, Financial Architects, LLC charges $500 an hour and a flat or project fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Fees for general consulting are negotiated at the time of the engagement for such services, and are normally based on an hourly fee of $500 or a flat fee, depending on the nature of the engagement.”
- Flat or project fee
- $6,000
“The comprehensive financial planning engagement is typically $6,000, but these services may be more (or occasionally less) depending on the complexity and scope of the services to be provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Architects, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the engagement is terminated prior to the completion of the plan, any prepaid, unearned fees will be promptly refunded, and any earned unpaid fees will be due and payable.”
- “Portfolio management fees are generally payable quarterly, in arrears.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
How Financial Architects, LLC’s fees compare
- Its hourly rate of $500 is above the Georgia median of $250. 90% of the 169 other Georgia planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Woodstock that publish an hourly rate charge less.
- Its flat or project fee of $6,000 is above the Georgia median of $5,000. 63% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Woodstock that publish a flat or project fee charge less.
About Financial Architects, LLC
“General Information Financial Architects, LLC (“FA”) was formed in 2005, and provides financial planning, portfolio management, and general consulting services to its clients.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 1% a year
- Minimum
- $2,000,000 in assets (stated in brochure)
- Clients
- 100
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $199,150,091
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116027
- Phone
- (770) 517-8160
Other planners in Woodstock that publish fees
- Freedom Wealth Coaching, LLCWoodstock$100-$300/hr, $1,500-$5,000
- Goodwin Investment AdvisoryWoodstock$375/hr, $1,875/qtr
- Legacy Partners Financial Group, LLCWoodstock$90-$375/qtr
- Shepherd Financial LLCWoodstock$2,500-$10,000
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.