HC Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$480/hr

“Financial Planning and Consulting Services HC Advisors charges either an hourly fee of $150 to $480 or a fixed fee ranging from $1,500 - $4,000 for broad-based financial planning services, depending on the scope and complexity of the plan, the Client’s situation, and the Client’s objectives.”

Flat or project fee

$1,500⁠-⁠$4,000

From the same sentence as above.

Quarterly fee

$100⁠-⁠$25,000/qtr

“The flat rate fee can range from $100 to $25,000 per quarter.”

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

How HC Advisors LLC bills

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

• “The management fee is paid quarterly in advance, on the first business day of each calendar quarter, based on the net asset value of the Account on the last day of the previous quarter.”
• “Fees will be assessed pro-rata in the event the portfolio management agreement is executed at any time other than the first day of a calendar quarter.”
• “However, under certain circumstances, portfolio size minimums and fees are negotiable.”

How HC Advisors LLC’s fees compare

• Its hourly rate of $150-$480 spans the Georgia median of $250. 69% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$4,000 is below the Georgia median of $5,000. 32% of the 152 other Georgia planners that publish a flat or project fee charge less.

About HC Advisors LLC

• Firm size: 8 employees.
• Registered as an adviser: 2012 (14 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

206

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$500,174,512

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165200

Website

hc-adv.com (opens in new tab)

Phone

(404) 705-4593

Can advise clients in 6 states: Florida, Georgia, North Carolina, Pennsylvania, Texas, Virginia

Other planners in Sandy Springs that publish fees

• Fwi Wealth Management LLCSandy Springs$3,850
• Transition Planning & Guidance, LLCSandy Springs$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
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000

Compare all 5 planners in Sandy Springs