Lyles Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The hourly fee for these services is $150.”

Flat or project fee

$495⁠-⁠$2,500

“The rate for creating client financial plans is between $ 495 and $2,500.”

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

How Lyles Wealth Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of LWM's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Lyles Wealth Management LLC’s fees compare

• Its hourly rate of $150 is below the Georgia median of $250. 6% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $495-$2,500 is below the Georgia median of $5,000. 15% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Lyles Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 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

70

Employees

1

Works with

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

Services reported to regulators

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

Assets managed

$41,396,918

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299373

Website

lyleswealth.com (opens in new tab)

Phone

(770) 630-9259

Other planners in Calhoun that publish fees

• Starr-Mathews Financial, LLCCalhoun$150⁠-⁠$300/hr, $1,500⁠-⁠$50,000
• 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

Compare all 488 planners in Georgia