Peachtree Creek Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“If a client selects an hourly fee, we charge between $250 to $500 an hour depending on the complexity of the situation and planning.”

Flat or project fee

$2,500⁠-⁠$10,000

“For financial planning Clients, the financial plan is created and provided pursuant to a written agreement, the basic terms of which are described below. 7 Peachtree Creek Investments, LLC Typically, we charge a flat fee from $2,500 to $10,000 depending on the complexity of the situation and planning.”

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

How Peachtree Creek Investments bills

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

• “The remaining balance of fees for financial planning services is paid upon completion and delivery of the financial plan.”
• “Upon delivery, we will provide a final fee invoice that identifies the amount owing for our services, and the remaining balance due for services after crediting the deposit.”
• “Invoices will be transmitted to Clients either in person, electronically, or by mail, and are due upon receipt.”

How Peachtree Creek Investments’ fees compare

• Its hourly rate of $250-$500 is above the Georgia median of $250. 78% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Georgia median of $5,000. 67% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Peachtree Creek Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 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% a year

Clients

21

Employees

1

Works with

Individuals, high net worth individuals, and investment companies

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$37,417,421

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309755

Phone

(951) 858-3498

Other planners in Brookhaven that publish fees

• Tuttle Wealth Partners LLCBrookhaven$300/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
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000

Compare all 488 planners in Georgia