First Pitch Planning and Tax LLC fees and pricing
Financial planner in Roswell, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 16, 2021, First Pitch Planning and Tax LLC charges $100 an hour and a flat or project fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2021. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Mini-plans, focused plans, and plans for special circumstances can be designed based on an hourly fee of $100 per hour.”
- Flat or project fee
- $1,200
“The base price for full financial plans is $1,200, with monthly subscription plans available.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How First Pitch Planning and Tax LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Timing of payments and terms are negotiable.”
How First Pitch Planning and Tax LLC’s fees compare
- Its hourly rate of $100 is below the Georgia median of $250. 1% of the 169 other Georgia planners that publish an hourly rate charge less.
- None of the 3 other planners in Roswell that publish an hourly rate charge less.
- Its flat or project fee of $1,200 is below the Georgia median of $5,000. 13% of the 152 other Georgia planners that publish a flat or project fee charge less.
- None of the 3 other planners in Roswell that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About First Pitch Planning and Tax LLC
“Board’s Code and Standards benefits and protects the public, provides standards for delivering financial planning, and advances financial planning as a distinct and valuable profession.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309028
- Phone
- (404) 861-6071
Other planners in Roswell that publish fees
- Asset Guidance Group, LLCRoswell$100-$3,600, $260-$560/mo
- J Moss and CoRoswell$200/hr, $10,400/qtr
- Park Square Financial Group LLCRoswell$300/hr, $5,000
- ST. John & Associates, Inc.Roswell$1,000-$5,000, $1,000-$5,000/yr
- Wellspring Planning Group LLCRoswell$250-$1,000/hr
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.