PlannerFees

HB Wealth fees and pricing

Financial planner in Atlanta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 3, 2026, HB Wealth charges an annual fee of $12,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$12,500/yr
“HB generally imposes a minimum annual fee of $12,500 for its services but may negotiate a fee below the annual minimum, or tiered schedule, where circumstances warrant.”

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

How HB Wealth bills

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

  • “Fees are paid in advance at the beginning of each calendar quarter.”
  • “If Wealth Management Services begin after the start of a quarter, fees will be prorated accordingly.”
  • “If a client terminates their advisory agreement during the quarter, HB will refund the prorated amount of the fee that was paid in advance.”

How HB Wealth’s fees compare

  • Its annual fee of $12,500 is above the Georgia median of $5,438. 72% of the 47 other Georgia planners that publish an annual fee charge less.
  • 14 of the 21 other planners in Atlanta that publish an annual fee charge less.

About HB Wealth

“Investment Management Services HB primarily provides wealth management services. We provide these services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 325 employees.
  • Founded: 1989 (37 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
1.25% a year
Minimum
$12,500 minimum fee (stated in brochure)
Clients
4,808
Employees
325
Works with
Individuals, high net worth individuals, investment companies, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed
$30,158,401,942
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
316731
Website
linkedin.com/company/hbwealth (opens in new tab)
Phone
(404) 264-1400

Can advise clients in 49 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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