JPG Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning is either a fixed flat fee at $1,000- $15,000 per engagement or fee only and is $250/hr.”

Flat or project fee

$1,000⁠-⁠$15,000

From the same sentence as above.

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

How JPG Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New account fees will be prorated from the inception of the account, or the first date of account management, to the end of the quarter.”
• “The Management Fee may be deducted directly from the client’s account or it may be billed to the client.”
• “The Management Fee will be billed to the Plan quarterly, in arrears, by the Recordkeeper and then passed directly to JPG.”

How JPG Wealth Management’s fees compare

• Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
• 6 of the 14 other planners in Marietta that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Georgia median of $5,000. 77% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in Marietta that publish a flat or project fee charge less.

About JPG Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

32

Employees

1

Works with

Individuals and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$8,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

174818

Website

twitter.com/jpg_wm (opens in new tab)

Phone

(470) 531-1818

Can advise clients in 2 states: Alabama, Georgia

Other planners in Marietta that publish fees

• American Financial Advisors, LLC.Marietta$150/hr, $500
• Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000⁠-⁠$15,000
• Brown Capital Advisors, LLCMarietta$2,000⁠-⁠$10,000, $30,000⁠-⁠$75,000/yr
• Kenwyck CapitalMarietta$300/hr, $3,000⁠-⁠$4,500
• Lassiter Financial Advisors, LLCMarietta$225/hr
• Masterplan Retirement ConsultantsMarietta$195/hr, $750⁠-⁠$10,000

Compare all 28 planners in Marietta