Holcomb Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our hourly rate is $200.”

Flat or project fee

$200⁠-⁠$500

“For Clients with $300,000 or less of assets under management, the wealth management fee is a fixed fee ranging from $200 - $500, payable monthly.”

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

How Holcomb Financial bills

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

• “The annual advisory fee is paid monthly in advance based on the value of the Client’s account(s) as of the last day of the prior billing period.”
• “Our investment management 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.”

How Holcomb Financial’s fees compare

• Its hourly rate of $200 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
• None of the 3 other planners in Canton that publish an hourly rate charge less.
• Its flat or project fee of $200-$500 is below the Georgia median of $5,000. 4% of the 152 other Georgia planners that publish a flat or project fee charge less.
• None of the 2 other planners in Canton that publish a flat or project fee charge less.

About Holcomb Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• 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 minimum fee (stated in brochure)

Clients

21

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$5,562,688

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329604

Website

instagram.com/holcombfinancial (opens in new tab)

Phone

(770) 268-0479

Other planners in Canton that publish fees

• Atlas Investment Advisory LLCCanton$100⁠-⁠$300/hr, $100⁠-⁠$1,000
• Datapoint Financial Planning, LLCCanton$375/hr
• Griffith & Werner, Inc.Canton$250/hr, $20,000
• 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

Compare all 6 planners in Canton