Marbella Wealth Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500⁠-⁠$2,000/yr

“Ongoing Financial Planning Ongoing Financial Planning consists of a minimum annual fee that is paid monthly in advance, at a rate of $500 - $2,000.”

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

How Marbella Wealth Advisory Group, LLC bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Please note, our fees are negotiable, and we do take a number of things into consideration including preexisting client relationships, anticipated future additional assets, and other factors.”
• “We also offer negotiable fees with the intent of allowing Marbella Wealth to provide services at a reduced cost (including pro bono) to those in financial duress.”

How Marbella Wealth Advisory Group, LLC’s fees compare

• Its annual fee of $500-$2,000 is below the Georgia median of $5,438. 11% of the 47 other Georgia planners that publish an annual fee charge less.
• 2 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Marbella Wealth Advisory Group, LLC

• Principal: Sally Shelton
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.9% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

1

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334299

Phone

(404) 929-0033

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

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