Intelligent Worth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500⁠-⁠$1,500/yr

“Comprehensive Financial Planning and Portfolio Management Services Comprehensive Financial Planning (with or without portfolio management) consists of an ongoing fee of $500 to $1,500 per year, depending on complexity and needs of the client.”

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

How Intelligent Worth’s fees compare

• Its annual fee of $500-$1,500 is below the Georgia median of $5,438. 6% of the 47 other Georgia planners that publish an annual fee charge less.
• 1 of the 21 other planners in Atlanta that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Intelligent Worth

• Principal: Ryan McPherson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$350,658

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289187

Phone

(301) 512-9729

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