Narwhal Capital Management fees and pricing
Financial planner in Marietta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 31, 2026, Narwhal Capital Management charges $175-$225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$225/hr
“Individuals are typically charged $175 per hour for tax related services, while corporate clients are charged $225 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Narwhal Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of a client account, the fee will be billed through the last date the portfolio is advised.”
- “Fees are prorated for new clients who are added mid-quarter.”
- “If the Agreement is terminated by us or by Sponsor, we will refund certain Fees to Sponsor to the extent provided in the Agreement.”
How Narwhal Capital Management’s fees compare
- Its hourly rate of $175-$225 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
- 3 of the 14 other planners in Marietta that publish an hourly rate charge less.
About Narwhal Capital Management
- Firm size: 18 employees.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 334
- Employees
- 18
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $2,084,372,356
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135958
- Phone
- (770) 344-0172
Can advise clients in 6 states: Alabama, Florida, Georgia, Nebraska, Tennessee, Texas
Other planners in Marietta that publish fees
- American Financial Advisors, LLC.Marietta$150/hr, $500
- Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000-$15,000
- Brown Capital Advisors, LLCMarietta$2,000-$10,000, $30,000-$75,000/yr
- JPG Wealth ManagementMarietta$250/hr, $1,000-$15,000
- Kenwyck CapitalMarietta$300/hr, $3,000-$4,500
- Lassiter Financial Advisors, LLCMarietta$225/hr
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.