Holcombe Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$750/hr

“Hourly engagements are typically offered at a rate of $500 to $750 per hour, depending on the complexity of the client’s situation, and are due upon completion of the engagement.”

Flat or project fee

$10,000

“We typically charge a fixed fee starting $10,000 for our Financial Planning Services, though fees could be higher depending on the client’s needs and the complexity of their financial situation.”

Annual fee

$10,000/yr

“The minimum annual fee per client is $10,000.”

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

How Holcombe Financial, Inc. bills

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

• “In those potential instances, the additional fee is negotiable and is due upon presentation of the updated financial plan.”
• “Typically, Financial Planning Services will automatically terminate upon completion of the engagement, unless you engage us for ongoing Portfolio Management Services.”
• “If the agreement is terminated prior to presentation of the financial plan, you will be charged a prorated fee based on the percentage of the work completed prior to termination.”

How Holcombe Financial, Inc.’s fees compare

• Its hourly rate of $500-$750 is above the Georgia median of $250. 96% of the 169 other Georgia planners that publish an hourly rate charge less.
• 44 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Georgia median of $5,000. 84% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 40 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the Georgia median of $5,438. 66% of the 47 other Georgia planners that publish an annual fee charge less.
• 11 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Holcombe Financial, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Tax 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, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$2,000,000 in assets (stated in brochure)

Clients

179

Employees

5

Works with

Individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and selecting other advisers

Assets managed

$451,562,514

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

142238

Website

holcombefinancial.com (opens in new tab)

Phone

(404) 257-3317

Can advise clients in 4 states: Florida, Georgia, North Carolina, 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

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