Fleming Wealth Management, LLC fees and pricing

Financial planner in Johns Creek, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 5, 2026, Fleming Wealth Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
None of the 2 other planners in Johns Creek that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFA.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 18
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $89,522,711
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 133557
Website: flemingwealthmanagement.com (opens in new tab)
Phone: (678) 597-4254

Is something on this page wrong or out of date?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.