Irc Wealth fees and pricing
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Irc Wealth charges a flat or project fee of $250-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$500
“Financial planning fees will be charged on an agreed upon fixed fee, ranging from $250 to $500 per session, depending on the nature and complexity of each client's circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Irc Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears, based on the average daily balance of assets under management in the client’s portfolio during the previous calendar quarter.”
- “In the event of termination, any fees due to IRC from the client will be invoiced or deducted from the client’s account prior to termination.”
- “Speaking Engagements Speaking engagement fees are negotiable and based upon the audience size, length of time involved along with travel costs and time.”
How Irc Wealth’s fees compare
- Its flat or project fee of $250-$500 is below the Georgia median of $5,000. 5% of the 152 other Georgia planners that publish a flat or project fee charge less.
- None of the 47 other planners in Atlanta that publish a flat or project fee charge less.
About Irc Wealth
- Firm size: 11 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 1.3% a year
- Clients
- 366
- Employees
- 11
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $666,716,622
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132022
- Phone
- (404) 968-9348
Can advise clients in 7 states: California, Florida, Georgia, Massachusetts, New Jersey, South 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
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.