Highbrook Capital Partners fees and pricing

Published fees

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

Hourly rate

$500/hr

“Alternatively, we can negotiate an hourly fee arrangement at our negotiable rate of $500 per hour.”

Flat or project fee

$7,500⁠-⁠$30,000

“HCP will charge a fixed fee that ranges from $7,500 to $30,000.00 for financial planning services.”

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

How Highbrook Capital Partners bills

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

• “For accounts held at Interactive Brokers, annualized fees are billed on a pro-rata basis daily in arrears based on an average of the daily balance in the client's account throughout the billing period, after taking into account deposits and withdrawals.”
• “Refunds are not applicable because fees are paid in arrears.”
• “For account held at Interactive Brokers, fees are deducted daily in arrears.”

How Highbrook Capital Partners’ fees compare

• Its hourly rate of $500 is above the Georgia median of $250. 90% of the 169 other Georgia planners that publish an hourly rate charge less.
• 39 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $7,500-$30,000 is above the Georgia median of $5,000. 94% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 46 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Highbrook Capital Partners

• Firm size: 6 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Insurance analysis
• Cash flow and budgeting

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

2% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

158

Employees

6

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$509,064,516

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338408

Website

highbrookcap.com (opens in new tab)

Phone

(404) 850-2550

Can advise clients in 5 states: Alabama, Florida, Georgia, Louisiana, Texas

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

Compare all 159 planners in Atlanta