Obn Wealth Advisors fees and pricing

Financial planner in Lake Spivey, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 3, 2026, Obn Wealth Advisors charges a monthly fee of $200⁠-⁠$400 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $200⁠-⁠$400/mo; “We are paid a xed fee for this service at the rate of $200 to $400 per month, which may be paid on a monthly or quarterly basis.”

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

“Fees are to be paid by check or dra from US-based nancial ins tu ons.”
“The fee is paid to our rm in arrears and is due within the rst 10 calendar days of each billing mode.”
“An hourly engagement las ng more than one month may be billed at the end of each month for me incurred.”

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and ChFC®.
Registered as an adviser: 2017 (9 years).

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: 2% a year
Clients: 42
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed: $13,986,616
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 287483
Website: obnwealthadvisors.com (opens in new tab)
Phone: (404) 723-9780

Is something on this page wrong or out of date?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