Ira Group, Inc. fees and pricing
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Ira Group, Inc. charges an annual fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $15,000/yr
“The minimum annual fee for a Retainer Agreement is $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ira Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We invoice you after the three-month billing period has ended.”
- “Payment in the form of a check in full or via ACH is expected upon invoice presentation.”
- “We will notify you in advance if our Privacy Policy is expected to change.”
How Ira Group, Inc.’s fees compare
- Its annual fee of $15,000 is above the Georgia median of $5,438. 79% of the 47 other Georgia planners that publish an annual fee charge less.
- 15 of the 21 other planners in Atlanta that publish an annual fee charge less.
About Ira Group, Inc.
- Firm size: 19 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 1992 (34 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
- Clients
- 192
- Employees
- 19
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $15,416,741,614
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 126246
- Phone
- (404) 760-3730
Can advise clients in 11 states: Alabama, Florida, Georgia, Louisiana, North Carolina, New York, Ohio, South Carolina, Tennessee, 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.