LKL Advisors fees
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 16, 2026, LKL Advisors (Atlanta, GA) charges a flat or project fee of $1,500-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 16, 2026. Fees can change.
- Flat or project fee
- $1,500-
$5,000 Runs from below the Atlanta median of $3,250 to above it. Runs from below the Georgia median of $4,125 to above it.
“We also offer standalone financial planning services for a fixed fee generally ranging from $1,500 to $5,000 per engagement.”
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
- 2025
How LKL Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the sole discretion of the firm.”
- “Payment is due within 30 days of the invoice date.”
- “In the event of account termination, fees are prorated and any outstanding fees will be due immediately upon account closure.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 25
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $5.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 16, 2026
- CRD number
- 336769 (opens in new tab)
- Phone
- (404) 491-1816
Other planners in Atlanta that publish fees
- CMC Financial Group, LLCAtlantaFlat $250-$10,000
- Cochran Wealth LLCAtlantaHourly $250-$400/hr, Flat $4,000-$15,000
- Marbella Wealth Advisory Group, LLCAtlantaAnnual $500-$2,000/yr
- Aust Financial Advisory, LLCAtlantaFlat $6,000, Monthly $2,000/mo
- BT Family Office, LLCAtlantaHourly $145-$575/hr
- Bradley Wealth Group, LLCAtlantaQuarterly up to $1,000/qtr
Is something on this page wrong or out of date?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.