PlannerFees

Openarc Corporate Advisory, LLC fees and pricing

Financial planner in Atlanta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 10, 2026, Openarc Corporate Advisory, LLC charges $350 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“The maximum hourly fee to be charged will not exceed $350.”
Flat or project fee
$1,500⁠-⁠$10,000
“Flat fees range from $1,500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Openarc Corporate Advisory, LLC bills

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

  • “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
  • “Our advisory fee is negotiable, depending on individual Client circumstances and account type.”
  • “Our fees are generally negotiable and depend upon the complexity of the services requested and will be disclosed and agreed upon in a fee schedule that accompanies an Investment Advisory Agreement.”

How Openarc Corporate Advisory, LLC’s fees compare

  • Its hourly rate of $350 is above the Georgia median of $250. 72% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 27 of the 47 other planners in Atlanta that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the Georgia median of $5,000. 60% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 22 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Openarc Corporate Advisory, LLC

“Our firm provides Wealth Management Services to clients on a discretionary or non-discretionary basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 146 employees.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Cash flow and budgeting
  • Charitable giving

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
Clients
3,841
Employees
146
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$10,094,562,750
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
336837
Website
linkedin.com/company/openarc-corporate-advisory (opens in new tab)
Phone
(844) 648-6001

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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