Peachtree Wealth Advisors, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$25,000

“PWA's fixed fee range is from $100.00 to $25,000.00 on an annual basis depending on the level and scope of the services required.”

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

How Peachtree Wealth Advisors, Inc bills

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

• “The determination of a fixed-fee amount is negotiable and will vary based upon any number of factors which may be specific to each client's set of circumstances.”
• “Fees for these services are billed in advance and due within thirty days.”
• “Fees for accounts are payable quarterly in advance, based on the quarter end balance.”

How Peachtree Wealth Advisors, Inc’s fees compare

• Its flat or project fee of $100-$25,000 spans the Georgia median of $5,000. 91% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 44 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Peachtree Wealth Advisors, Inc

• Firm size: 3 employees.
• Founded: 2004 (22 years).

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

2% a year

Clients

453

Employees

3

Works with

Individuals, high net worth individuals, 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

$436,786,765

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

139779

Website

peachtreewa.com (opens in new tab)

Phone

(404) 531-0965

Can advise clients in 12 states: Alabama, California, Colorado, District of Columbia, Florida, Georgia, Illinois, North Carolina, South Carolina, Tennessee, Texas, Virginia

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

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