Michael L. Ball, CPA, LLC fees

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

According to its Form ADV Part 2A brochure dated March 9, 2026, Michael L. Ball, CPA, LLC (Atlanta, GA) charges a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change.

Flat or project fee
$500

Below the Atlanta median of $3,250; 1 of the 20 other planners in Atlanta that publish a flat or project fee charges less. Below the Georgia median of $4,125; 1 of the 78 other planners in Georgia charges less.

“Financial planning services are provided for a flat fee of $500, and this is waived if the client utilizes the firm’s asset management services.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
$150,000 in assets (stated in the brochure)
Credentials held at the firm
CPA
Team size
3 employees

How Michael L. Ball, CPA, LLC bills

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

  • “The client will be billed for costs incurred up to the date of termination.”
  • “The Adviser will refund the pro rata, unearned portion of the advisory fees paid to the Adviser.”

Firm details from Form ADV

How the firm is paid
Flat or fixed fees and a percentage of assets under management
Clients
78
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$86.3 million
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
CRD number
126647 (opens in new tab)
Website
ballwealthmgt.com (opens in new tab)
Phone
(404) 479-7890

Registered in 3 states: Florida, Georgia, Louisiana

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