Motus Wealth fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Motus Wealth charges a flat or project fee of $3,500 and a monthly fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500
“Motus Wealth provides a financial plan ranging from $3,500 and up based on the level of complexity of each client.”
- Monthly fee
- $250/mo
“Clients who have investment portfolio values of less than $1,000,000 will also be charged a supplemental fee of $250/month, billed quarterly, until their portfolio exceeds $1,000,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Motus Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in arrears and are based on the ending portfolio value of the last day of the quarter.”
- “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
- “Refund Policy for Unused Investment Advisory Services Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
How Motus Wealth’s fees compare
- Its flat or project fee of $3,500 is below the Georgia median of $5,000. 41% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 11 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
About Motus Wealth
“Motus Wealth provides personalized financial planning and portfolio management services to individuals and high-net worth households, their related entities, trusts, estates, and family businesses. Motus Wealth provides our clients with a broad range of comprehensive financial planning services.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 44
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $25,555,844
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317889
- Phone
- (404) 595-7692
Can advise clients in 2 states: California, Georgia
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
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.