Jeffries Wealth Management fees
Financial planner in Marietta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Jeffries Wealth Management (Marietta, GA) charges up to $350 an hour and a flat or project fee of up to $15,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- Up to $350/hr
Can go up to $350; the Georgia median is $276.
“If the client selects an hourly fee, we charge up to $350 per hour depending on the complexity and scope of services provided.”
- Flat or project fee
- Up to $15,000
Can go up to $15,000; the Georgia median is $4,125.
“Typically, we charge a flat fee up to $15,000 depending on the complexity and scope of services provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How Jeffries Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable and will be listed in the Financial Planning and Consulting Agreement.”
- “Jeffries Wealth Management typically bills for its financial planning services quarterly in advance.”
- “Refund disbursements or fee invoices will be mailed to Client within fourteen (14) business days of termination.”
About Jeffries Wealth Management
“Clark Jeffries serves as Jeffries Wealth Management’s Chief Executive Officer, Chief Compliance Officer, primary advisor, and sole owner of the Firm.”
- Principal: Clark Jeffries
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 34
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $2.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of June 25, 2026
- CRD number
- 323385 (opens in new tab)
- Phone
- (404) 693-7446
Other planners in Marietta that publish fees
- American Financial Advisors, LLC.MariettaHourly $150/hr
- Throckmorton Advisors, LLCMariettaHourly $150-$300/hr
- Waypoint Financial Planning, LLCMariettaHourly $250/hr, Flat $100-$20,000
- Brown Capital Advisors, LLCMariettaFlat $2,000-$10,000
- Resilient WealthMariettaMonthly up to $1,000/mo 2025 brochure
- Third Act Retirement Planning, Inc.MariettaHourly up to $350/hr, Flat $3,500-$10,000 2024 brochure
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.