Mcwilliams Financial Advisory Group LLC fees and pricing

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

$150⁠-⁠$250/hr

“The hourly fee for these services is $150 to $250.”

Flat or project fee

$1,500⁠-⁠$4,000

“Depending upon the complexity of the situation and the needs of the Client, the rate for creating Client financial plans is between $1,500 and $4,000.”

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

How Mcwilliams Financial Advisory Group LLC bills

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

• “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the Client prior to signing an agreement.”
• “Method of Compensation and Fee Schedule FINANCIAL PLANNING and CONSULTING The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Investment Advisory Contract.”
• “Fees that are charged in advance may be refunded based on the prorated amount of work completed at the point of termination.”

How Mcwilliams Financial Advisory Group LLC’s fees compare

• Its hourly rate of $150-$250 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
• 6 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$4,000 is below the Georgia median of $5,000. 32% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 8 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Mcwilliams Financial Advisory Group LLC

• Principal: Elbert McWilliams
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, pension consulting, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143219

Website

elbertmcwilliams.com (opens in new tab)

Phone

(404) 327-5158

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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