Four Pines Financial fees
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Four Pines Financial (Atlanta, GA) charges a monthly fee of $100-$500 for financial planning.
- Website: fourpinesfinancial.com (opens in new tab)
- Call (404) 738-9697
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Monthly fee
- $100-
$500/mo “Fees are paid monthly in arrears, ranging from $100 to $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Four Pines Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About Four Pines Financial
- Principal: Trevor Gunter
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 338709 (opens in new tab)
- Phone
- (404) 738-9697
Other planners in Atlanta that publish fees
- Sherrill & Hutchins Financial Advisory IncAtlantaHourly $350/hr, Flat $2,500
- Atlanta Wealth Management, Inc.AtlantaHourly $240/hr
- Aust Financial Advisory, LLCAtlantaFlat $6,000, Monthly $2,000/mo
- Ages Legacy Advisors, LLCAtlantaHourly $400/hr, Flat $400-$5,000
- Blake Financial Counsel, LLCAtlantaFlat $5,000
- Bluestone Wealth Planning, LLCAtlantaHourly $150/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Is something on this page wrong or out of date?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.