Green Wing Financial Solutions LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning engagements are offered at an hourly rate of $200 per hour.”

Monthly fee

$255/mo

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $255 per month.”

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

How Green Wing Financial Solutions LLC bills

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

• “The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check or electronic funds transfer.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Green Wing Financial Solutions LLC’s fees compare

• Its hourly rate of $200 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Watkinsville that publish an hourly rate charge less.

About Green Wing Financial Solutions LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

0.75% a year

Clients

3

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,293,987

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311959

Phone

(404) 923-0021

Other planners in Watkinsville that publish fees

• Arch Partners Wealth Management, Inc.Watkinsville$100/hr, $250⁠-⁠$1,000
• Oglesby Wealth Strategies, LLCWatkinsville$200/hr
• Trademark Capital Management Inc.Watkinsville$150⁠-⁠$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

Compare all 5 planners in Watkinsville