HWM Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“Fees for financial planning services generally range from $1,500 to $5,000, depending on the scope and complexity of the engagement. 7 The specific fee and scope of services are agreed upon in advance and set forth in a separate Financial Planning Agreement.”

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

How HWM Wealth Management LLC bills

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

• “Upon termination, any unearned prepaid fees will be refunded on a prorated basis, and any earned but unpaid fees will be due.”
• “Billing Practices Advisory fees are billed monthly in arrears and are calculated based on the average daily balance of assets under management during the billing period.”
• “Fees for the initial billing period are prorated from the date the account is funded through the end of the billing period.”

How HWM Wealth Management LLC’s fees compare

• Its flat or project fee of $1,500-$5,000 is below the Georgia median of $5,000. 38% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 10 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About HWM Wealth Management LLC

• Principal: Caroline McInerney
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$18,744,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333763

Website

x.com/HWMWealth (opens in new tab)

Phone

(404) 796-9018

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