Nvest Wise, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated May 18, 2026, Nvest Wise, LLC charges $120 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $120/hr; “For completion of Cash Management Analysis and/or Portfolio Analysis Review services, the fee is 1.85% of AUM or the client can choose to have an hourly rate of $120 assessed with a cap of $2500.”

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

“The fee will be calculated based on the account's value at the end of the quarter being billed.”
“Partial quarters will be prorated by the number of days managed in the quarter both for new accounts and close accounts.”

Its hourly rate of $120 is below the Georgia median of $250. 4% of the 169 other Georgia planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2007 (19 years).

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: 1.85% a year
Clients: 6
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $371,087
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 145063
Phone: (678) 427-2498

Is something on this page wrong or out of date?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.