Financial Lab fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000

“No increase to the agreed-upon advisory fees outlined in the Advisory Contract shall​ ​occur without prior Client consent.​ ​Financial Planning Services​ ​➢​ ​Comprehensive Financial Plan​ ​FL collects an initial fee, no greater than $10,000.”

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

How Financial Lab’s fees compare

• Its flat or project fee of $10,000 is above the Georgia median of $5,000. 84% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Decatur that publish a flat or project fee charge less.

About Financial Lab

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$1,397,475

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326483

Website

financiallab.us (opens in new tab)

Phone

(404) 552-2992

Other planners in Decatur that publish fees

• Blue Otter Financial PlanningDecatur$8,000⁠-⁠$10,000
• Ferguson Shapiro LLCDecatur$300/hr
• Mindful Capital ManagementDecatur$250⁠-⁠$500/hr, $2,500⁠-⁠$10,000
• Vip Wealth AdvisorsDecatur$375/hr, $700⁠-⁠$50,000

Compare all 10 planners in Decatur