Paces Ferry Wealth Advisors, LLC fees and pricing
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Paces Ferry Wealth Advisors, LLC charges an annual fee of $3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,500/yr
“Reporting Agent Paces Ferry charges a fixed annual fee of $3500 per investment to act as a Reporting Agent.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paces Ferry Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by the Firm on the last day of the previous billing period.”
- “If assets in excess of $10,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
- “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
How Paces Ferry Wealth Advisors, LLC’s fees compare
- Its annual fee of $3,500 is below the Georgia median of $5,438. 43% of the 47 other Georgia planners that publish an annual fee charge less.
- 7 of the 21 other planners in Atlanta that publish an annual fee charge less.
About Paces Ferry Wealth Advisors, LLC
“The Firm offers discretionary investment management, non-discretionary, and investment advisory services as well as financial planning and consulting.”
- Firm size: 6 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 198
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- 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
- $491,242,348
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300057
- Phone
- (404) 480-5200
Can advise clients in 6 states: Colorado, Florida, Georgia, Michigan, Nebraska, Texas
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
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.