Lanier Financial Group LLC fees and pricing
Financial planner in Athens, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Lanier Financial Group LLC charges $150-$300 an hour and a flat or project fee of $450 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“The Firm has hourly rates ranging from $150-$300 per hour.”
- Flat or project fee
- $450
“Our minimum initial planning fee is $450 and any unbilled hours will be held as a retainer for future services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lanier Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and are determined at the 2|Page discretion of the Firm based on complexity and client needs.”
- “Planning fees are billed as stated in each written contract on either an hourly basis or flat fee.”
- “In the event a client is paying advisory fees on a monthly/quarterly basis in advance and terminates the investment advisory agreement, the Firm will calculate and refund any fees not earned.”
How Lanier Financial Group LLC’s fees compare
- Its hourly rate of $150-$300 spans the Georgia median of $250. 25% of the 169 other Georgia planners that publish an hourly rate charge less.
- None of the 3 other planners in Athens that publish an hourly rate charge less.
- Its flat or project fee of $450 is below the Georgia median of $5,000. 5% of the 152 other Georgia planners that publish a flat or project fee charge less.
About Lanier Financial Group LLC
“The Firm provides planning services to individuals/families and corporations (both nonprofit and for profit).”
- Firm size: 6 employees.
- Registered as an adviser: 2024 (2 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
- 1.5% a year
- Clients
- 240
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $236,201,282
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152945
- Phone
- (404) 882-2628
Can advise clients in 4 states: Florida, Georgia, New Hampshire, Ohio
Other planners in Athens that publish fees
- Clark Brown, LLCAthens$300/hr, $27/mo
- Elevate Wealth Advisory, Inc.Athens$1,500-$10,000
- Elwood & GoetzAthens$250/hr, $350/mo
- Vision Financial ConceptsAthens$250-$500/hr
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.