Financial Staples fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Financial Staples charges a flat or project fee of $3,500 and an annual fee of $6,000-$9,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500
“Project engagements start at $3,500 and are not negotiable.”
- Annual fee
- $6,000-$9,000/yr
“Individual Couple Minimum Annual Fee: $ 6,000 $ 9,000 FS reserves the right to adjust the annual fee up or down based on the complexity of the engagement and the level or scope of the financial planning services to be rendered.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Staples bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly, quarterly, or semiannually in advance.”
- “In the event of termination of the contract after the initial twelve-month term, FS will calculate any fees owed by the client based on the number of days that services were provided and will refund or invoice such fees prior to termination.”
- “The greater of $1,750 or one half the estimated fee is billed upon signing the financial advisory contract, and the remaining balance is billed upon completion of the work.”
How Financial Staples’ fees compare
- Its flat or project fee of $3,500 is below the Georgia median of $5,000. 41% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 11 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
- Its annual fee of $6,000-$9,000 is above the Georgia median of $5,438. 62% of the 47 other Georgia planners that publish an annual fee charge less.
- 10 of the 21 other planners in Atlanta that publish an annual fee charge less.
About Financial Staples
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 3% a year
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 21
- 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
- $17,738,901
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284652
- Phone
- (770) 742-8609
Can advise clients in 2 states: California, Georgia
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
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.