MMHP Investment Advisors fees and pricing
Financial planner in Thomasville, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, MMHP Investment Advisors charges $300 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Comprehensive Planning Comprehensive financial planning services are offered on an hourly rate not to exceed $300 with a maximum fixed fee not to exceed $10,000 for the initial engagement.”
- Flat or project fee
- $10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MMHP Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Negotiable We generally require a minimum initial investment of $200,000 to open a managed account; however, we retain the right to waived or reduced this minimum if we feel circumstances are warranted.”
- “For new managed accounts opened in mid-quarter, our fee will be based upon a pro-rata calculation of the fair market value of your assets managed for the period.”
- “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan9; or, 2.”
How MMHP Investment Advisors’ fees compare
- Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Georgia median of $5,000. 84% of the 152 other Georgia planners that publish a flat or project fee charge less.
About MMHP Investment Advisors
- Firm size: 4 employees.
- Registered as an adviser: 1993 (33 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- 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
- 1.5% a year
- Clients
- 336
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $435,276,308
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107861
- Phone
- (229) 228-1822
Other planners in Georgia 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
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
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.