Oglesby Wealth Strategies, LLC fees and pricing
Financial planner in Watkinsville, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Oglesby Wealth Strategies, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Consultation Services Hourly Consultation Services are offered based on an hourly fee of $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oglesby Wealth Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”
- “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
- “Client may elect to be billed directly or have fees deducted from Plan Assets.”
How Oglesby Wealth Strategies, LLC’s fees compare
- Its hourly rate of $200 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Watkinsville that publish an hourly rate charge less.
About Oglesby Wealth Strategies, LLC
“Help update accounts, review beneficiaries for retirement accounts and life insurance, provide a second lo”
- Principal: Mindy Oglesby
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326777
- Phone
- (706) 795-2597
Other planners in Watkinsville that publish fees
- Arch Partners Wealth Management, Inc.Watkinsville$100/hr, $250-$1,000
- Green Wing Financial Solutions LLCWatkinsville$200/hr, $255/mo
- Trademark Capital Management Inc.Watkinsville$150-$250/hr
- 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.