Osborne Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 30, 2020. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“(a) Hourly Fees If after the complimentary session, a client chooses to have us prepare a written financial plan, our hourly rate of $200 will apply.”

Flat or project fee

$250

“(b) Fixed Fee If after our presentation of the written financial plan, a client chooses to use our investment management services to implement the financial plan, we will reduce the fee for financial planning services to a fixed fee of $250.”

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

How Osborne Financial Planning LLC bills

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

• “Our hourly fees are non-negotiable, and the first payment is non-refundable after five (5) business days after execution of our planning agreement.”
• “Please note that our fixed fees are non-negotiable. 2.”
• “Clients will pay the $250 deposit by check at the time of signing the financial planning agreement.”

How Osborne Financial Planning 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.
• None of the 3 other planners in Peachtree City that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the Georgia median of $5,000. None of the 152 other Georgia planners that publish a flat or project fee charge less.
• None of the 2 other planners in Peachtree City that publish a flat or project fee charge less.

About Osborne Financial Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311721

Website

osbornefp.com (opens in new tab)

Phone

(404) 850-2059

Other planners in Peachtree City that publish fees

• Fapa Advisory Services Team (FAST)Peachtree City$200/hr, $1,900
• Quigley Financial LLCPeachtree City$250⁠-⁠$300/hr, $3,000/yr
• Ridgeback Wealth ManagementPeachtree City$250/hr, $250⁠-⁠$333/mo
• VetworthPeachtree City$750⁠-⁠$2,000

Compare all 6 planners in Peachtree City