Mason Wealth Strategies fees and pricing

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

According to its Form ADV Part 2A brochure dated March 2, 2026, Mason Wealth Strategies charges $200 an hour for financial planning.

Published fees

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

Hourly rate: $200/hr; “Project-Based Financial Planning Service Hourly Financial Planning engagements are offered at an hourly rate of $200 per hour.”

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

“Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
“An account may be terminated with written notice at least 30 calendar days in advance.”

Its hourly rate of $200 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.

Principal: Ryan Mason
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

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% a year
Clients: 17
Employees: 1
Works with: Individuals, high net worth individuals, and investment companies
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $5,150,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 308456
Website: masonws.com (opens in new tab)
Phone: (404) 538-8869

Is something on this page wrong or out of date?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