Persium Advisors, LLC fees
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Persium Advisors, LLC (Atlanta, GA) charges a flat or project fee of $1,000-$10,000 and an annual fee of $24,000-$50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Flat or project fee
- $1,000-
$10,000 Runs from below the Atlanta median of $3,250 to above it. Runs from below the Georgia median of $4,125 to above it.
“Fixed fees range from $1,000 to $10,000 per plan.”
- Annual fee
- $24,000-
$50,000/yr Above the Atlanta median of $16,250; all 8 other planners in Atlanta that publish an annual fee charge less. Above the Georgia median of $7,000; 16 of the 17 other planners in Georgia charge less.
“A negotiable flat fee, ranging from $24,000 to $50,000 per year, is assessed based on the complexity and size of your situation and the services to be provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $250,000 in assets (stated in the brochure)
- Brochure mentions virtual meetings
- Yes
- Team size
- 13 employees
- Registered since
- 2010 (16 years)
How Persium Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fee is charged quarterly in advance.”
- “All fees are negotiable at our sole discretion.”
- “Should you terminate the advisory agreement we have entered into within five (5) business days from the date the agreement is executed, you will receive a full refund of any fees paid.”
About Persium Advisors, LLC
“Persium Advisors is a financial advisory team that serves two markets: retirement plan committees individual investors. We provide investment advice and consulting services to sponsors of qualified retirement plans.”
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 158
- 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, pension consulting, and educational seminars and workshops
- Assets managed
- $584 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 1, 2026
- CRD number
- 128335 (opens in new tab)
- Phone
- (678) 322-3000
Registered or notice filed in 7 states: Alabama, Florida, Georgia, New York, North Carolina, Texas, Washington
Other planners in Atlanta that publish fees
- Rora Wealth, Inc.AtlantaAnnual $7,500-$25,000/yr
- Foxholm FinancialAtlantaHourly $300/hr
- Inman Park Wealth ManagementAtlantaFlat $2,500-$5,000
- Michael L. Ball, CPA, LLCAtlantaFlat $500
- Sonas Financial PlanningAtlantaHourly $250/hr, Flat up to $8,000
- Life's Business, Inc.AtlantaHourly $400/hr
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.