Openhanded Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“The fee for Project-Based Financial Planning typically is $1,500, though fees are negotiable and may vary based on the scope and complexity of the engagement, with the final fee outlined in the Advisory Contract.”

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

How Openhanded Wealth LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable, and Advisor may reduce or waive the onboarding fee at Advisor’s discretion.”

How Openhanded Wealth LLC’s fees compare

• Its flat or project fee of $1,500 is below the Georgia median of $5,000. 16% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Openhanded Wealth LLC

• Principal: Nick Garofalo
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

2% a year

Clients

14

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$853,645

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330399

Website

youtube.com/@nickmakescents (opens in new tab)

Phone

(404) 775-9165

Other planners in Georgia that publish fees

• 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
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia