Griffith & Werner, Inc. fees and pricing

Published fees

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

Hourly rate

$250/hr

“Our investment consulting fee will not exceed $250.00 per hour to construct an Investment Policy Statement and/or customized investment portfolio.”

Flat or project fee

$20,000

“Coordinated Planning Coordinated financial planning services are offered on an hourly rate not to exceed $250 with a maximum fixed fee not to exceed $20,000 for the initial engagement.”

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

How Griffith & Werner, Inc. bills

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

• “Billing Your account will be billed monthly in arrears based on the aggregate, fair market value of your portfolio.”
• “For new managed accounts opened in the middle of the month, our fee will be based on a pro-rata calculation of the fair market value of your assets managed for the monthly period.”
• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan.”

How Griffith & Werner, Inc.’s fees compare

• 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.
• 2 of the 3 other planners in Canton that publish an hourly rate charge less.
• Its flat or project fee of $20,000 is above the Georgia median of $5,000. 95% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Canton that publish a flat or project fee charge less.

About Griffith & Werner, Inc.

• Firm size: 4 employees.
• Registered as an adviser: 2020 (6 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

1.5% a year

Clients

332

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$218,626,958

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

136380

Website

griffith-werner.com (opens in new tab)

Phone

(678) 901-4167

Can advise clients in 3 states: Florida, Georgia, Nebraska

Other planners in Canton that publish fees

• Atlas Investment Advisory LLCCanton$100⁠-⁠$300/hr, $100⁠-⁠$1,000
• Datapoint Financial Planning, LLCCanton$375/hr
• Holcomb FinancialCanton$200/hr, $200⁠-⁠$500
• 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 6 planners in Canton