JT Stratford, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“Fees may be charged hourly, ranging from $200 to $500 per hour, or 8 as a flat fee based on service complexity—typically up to $5,000 for standard financial plans and $50,000 or more for complex consulting engagements.”

Flat or project fee

$50,000

From the same sentence as above.

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

How JT Stratford, LLC bills

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

• “Other Fees Generally, fees for investment advisory accounts are based on a percentage of the market value of assets under management including cash and are negotiable.”
• “Payment of Fees For the majority of accounts, fees will be based on the ending value of the account on the last day of the previous quarter and are payable quarterly in advance.”
• “The first advisory fee is based on the value of the account on the first day of management by Adviser and is payable within one month after execution of the agreement.”

How JT Stratford, LLC’s fees compare

• Its hourly rate of $200-$500 spans the Georgia median of $250. 72% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the Georgia median of $5,000. 99% of the 152 other Georgia planners that publish a flat or project fee charge less.

About JT Stratford, LLC

• Firm size: 18 employees.
• Registered as an adviser: 2015 (11 years).

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

1.35% a year

Clients

1,238

Employees

18

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$1,014,245,565

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155629

Website

facebook.com/jtstratford (opens in new tab)

Phone

(770) 534-6046

Can advise clients in 11 states: Alabama, Colorado, Florida, Georgia, Louisiana, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Georgia that publish fees

• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia