Investors Asset Management of Georgia Inc fees and pricing
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Investors Asset Management of Georgia Inc charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The minimum fee is $150 per hour for reviews that require a minimum number of hours to complete.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Investors Asset Management of Georgia Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annual fees are payable quarterly, due in advance at the beginning of each calendar quarter.”
- “The initial fee will be prorated according to the number of days remaining in the calendar quarter and based on the initial deposit.”
- “It is suggested that fees be deducted from accounts but may be billed directly to each client in special cases.”
How Investors Asset Management of Georgia Inc’s fees compare
- Its hourly rate of $150 is below the Georgia median of $250. 6% of the 169 other Georgia planners that publish an hourly rate charge less.
- 2 of the 47 other planners in Atlanta that publish an hourly rate charge less.
About Investors Asset Management of Georgia Inc
“Retirement Plan Programs Advisors of the firm also provide financial and consulting services for assets managed by Investors Asset Management.”
- Principal: Timothy Rigby
- Firm size: 9 employees.
- Registered as an adviser: 1990 (36 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.25% a year
- Minimum
- $150 minimum fee (stated in brochure)
- Clients
- 357
- Employees
- 9
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and newsletters and publications
- Assets managed
- $502,012,623
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106796
- Phone
- (770) 394-5619
Can advise clients in 7 states: Florida, Georgia, Louisiana, North Carolina, South Carolina, Texas, Virginia
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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.