Harmonized Finance, LLC fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Harmonized Finance, LLC charges a flat or project fee of $5,000-$6,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$6,500
“Ongoing Financial Planning HF collects an initial fee of $5,000 - $6,500, for creation of the comprehensive financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Harmonized Finance, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Half of the fee is paid upfront and the remainder is due upon delivery of the plan.”
How Harmonized Finance, LLC’s fees compare
- Its flat or project fee of $5,000-$6,500 is above the Georgia median of $5,000. 60% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 22 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
About Harmonized Finance, LLC
- Principal: Bryan Ruiz
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334278
- Phone
- (678) 908-5581
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
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.