MH Wealth Management fees and pricing
Financial planner in Alpharetta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 21, 2026, MH Wealth Management charges $250 an hour and a flat or project fee of $1,500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Pursuant to a written financial planning agreement, MH Wealth’s financial planning and consulting services clients are charged an hourly fee of $250, which may be negotiated in advance, for those services.”
- Flat or project fee
- $1,500-$25,000
“Fixed fees will generally range from $1,500 to $25,000 depending on the time and resources required to provide the advice and recommendations required by the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MH Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the financial planning project, any fees due the Advisor will be invoiced to the client and payable within 5 days of delivery of the invoice.”
- “Some clients may prefer to engage the Advisor’s services on a fixed fee basis as contracted for with client in advance.”
- “Fixed fee-based clients are billed either in arrears, monthly, quarterly, semi-annually or annually as agreed with the client, or in advance on a monthly or quarterly basis.”
How MH Wealth Management’s fees compare
- Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
- 1 of the 10 other planners in Alpharetta that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$25,000 spans the Georgia median of $5,000. 91% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 11 of the 13 other planners in Alpharetta 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 MH Wealth Management
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®, CPA, and ChFC®.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 4
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310248
- Phone
- (404) 400-2266
Other planners in Alpharetta that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Atlas Investment AdvisorsAlpharetta$275/hr, $3,800-$5,000
- Blueprint Private Wealth Management LLCAlpharetta$600-$5,000
- Capital Endurance Group, IncAlpharetta$350/hr, $2,000-$10,000
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.