Marietta Wealth Management, LLC fees
Financial planner in Marietta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Marietta Wealth Management, LLC (Marietta, GA) charges up to $350 an hour and a flat or project fee of up to $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change.
- Hourly rate
- Up to $350/hr
Can go up to $350; the Georgia median is $276.
“Our hourly fee for consulting on topics not related to asset management or financial planning engagements will not exceed $350 an hour.”
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the Georgia median is $4,125.
“Our financial planning service fee typically ranges from $0 to $10,000.”
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
- Credentials held at the firm
- CFP® professional (opens in new tab), CPA, EA, and CFA
- Team size
- 12 employees
- Registered since
- 2015 (11 years)
How Marietta Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly per household and paid in advance.”
- “We have a $5,000 minimum annual fee ($1,250 billed quarterly), which may be waived or reduced if negotiated.”
- “You must consent in advance to direct debiting of your fees from your managed accounts.”
About Marietta Wealth Management, LLC
“Marietta Wealth provides various types of advisory services including wealth management, financial planning, retirement plan consulting, and general consulting.”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Divorce
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 448
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1.4 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 25, 2026
- CRD number
- 281782 (opens in new tab)
- Phone
- (404) 549-6930
Registered or notice filed in 8 states: Alabama, California, Florida, Georgia, Louisiana, North Carolina, South Carolina, Texas
Other planners in Marietta that publish fees
- Due West Wealth Advisors LLCMariettaHourly up to $250/hr
- Kenwyck CapitalMariettaHourly $300/hr, Flat $3,000-$4,500
- Brown Capital Advisors, LLCMariettaFlat $2,000-$10,000
- Jeffries Wealth ManagementMariettaHourly up to $350/hr, Flat up to $15,000
- Lassiter Financial Advisors, LLCMariettaHourly up to $225/hr 2023 brochure
- Resilient WealthMariettaMonthly up to $1,000/mo 2025 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.