Fwi Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,850

“Initial Planning Fee $3,850 charged upon engagement to build the initial financial plan. b.”

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

How Fwi Wealth Management LLC bills

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

• “Our consulting fee is assessed at an annual rate of $5,000 to $25,000 based on complexity and negotiated in advance.”
• “Our management and consulting fees for plan advisory services are negotiable and the final fee, as agreed upon, will be outlined in our Plan Advisory agreement.”
• “The Firm bills clients in advance (at the beginning of the billing period) for advisory services.”

How Fwi Wealth Management LLC’s fees compare

• Its flat or project fee of $3,850 is below the Georgia median of $5,000. 45% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Fwi Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2013 (13 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

Highest asset based fee in brochure

2.5% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

23

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

$60,393,876

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168903

Website

fwiwealth.com (opens in new tab)

Phone

(404) 788-1582

Other planners in Sandy Springs that publish fees

• HC Advisors LLCSandy Springs$150⁠-⁠$480/hr, $1,500⁠-⁠$4,000
• Transition Planning & Guidance, LLCSandy Springs$250/hr
• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000

Compare all 5 planners in Sandy Springs