Halley Hill Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“The fee ranges from $1,000 to $10,000 per plan, and is determined by the complexity of the engagement, time involved developing the plan, number of accounts involved, etc.”

Quarterly fee

$500⁠-⁠$5,000/qtr

“The fee range for these ongoing services will be from $500 to $5,000 per quarter (monthly fee requests can also be accommodated) based on the complexity of the engagement, time involved, etc.”

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

How Halley Hill Wealth Management LLC bills

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

• “Our published fees are negotiable, and we may waive or discount our fee for associates of our advisory firm and their family members.”
• “Fees may be paid by check or draft from US-based financial institutions.”
• “Clients that engage the firm for broad-based or limited planning engagements may also contract with us for ongoing financial planning and advisory services with a fixed fee payable each service quarter.”

How Halley Hill Wealth Management LLC’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Georgia median of $5,000. 59% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Halley Hill Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Divorce
• Equity compensation
• Cash flow and budgeting
• Charitable giving

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% a year

Clients

15

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

$17,936,958

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309507

Website

halleyhill.com (opens in new tab)

Phone

(478) 235-2674

Other planners in Georgia that publish fees

• 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
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia