M3 Advisors, LLC fees and pricing

Financial planner in Savannah, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2025, M3 Advisors, LLC charges $100⁠-⁠$800 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$800/hr; “Fees will range between $100 to $800 per hour or $500 to $100,000 based on the complexity of the client’s financial situation and the resources expended by M3A.”

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

“All fees are negotiable at the discretion of M3A and will be specifically documented in a contract to be executed with each client.”
“In no case will M3A charge any client fees in excess of $500 more than 6 months in advance of completion.”

Its hourly rate of $100-$800 spans the Georgia median of $250. 88% of the 169 other Georgia planners that publish an hourly rate charge less.
3 of the 4 other planners in Savannah that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

“M3A offers financial planning, consulting and investment advisory services to its clients.”

From the firm's description of its advisory business in its Form ADV brochure.

Is something on this page wrong or out of date?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.