Networth Financial Services, LLC fees and pricing
Financial planner in Johns Creek, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 9, 2026, Networth Financial Services, LLC charges a flat or project fee of $2,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$15,000
“Our fees for standalone financial planning and consulting services will be assessed at a fixed rate of between $2,500 and $15,000 depending on time and complexity Upon initial engagement, clients will be provided a fee invoice or in the case of a supplement to other services, advised of fees before additional…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Networth Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm bills clients in advance (at the beginning of the billing period) for Portfolio Management Services.”
- “With respect to Financial Planning services, clients pay advisory fees by check.”
- “Billing for Financial Planning Services Billing Upon engagement for financial planning or consulting services, we will provide a fee invoice for.”
How Networth Financial Services, LLC’s fees compare
- Its flat or project fee of $2,500-$15,000 spans the Georgia median of $5,000. 81% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Johns Creek that publish a flat or project fee charge less.
About Networth Financial Services, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Tax planning
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
- 107
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $128,126,491
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126666
- Phone
- (678) 319-0111
Other planners in Johns Creek that publish fees
- American Wealth Advisors, LLCJohns Creek$500/hr, $500-$3,000
- Fleming Wealth Management, LLCJohns Creek$250/hr
- Kindzia InvestmentsJohns Creek$100-$500/hr, $1,000
- 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
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.