Personal Financial Solutions, LLC fees and pricing

Financial planner in Fayetteville, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 7, 2025, Personal Financial Solutions, LLC charges $75 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $75/hr; “The standard hourly rate for services is $75 per hour. 4 (6)”

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

“The fee will be payable quarterly in arrears.”
“Fees are not collected for services to be performed more than six months in advance.”

Its hourly rate of $75 is below the Georgia median of $250. None of the 169 other Georgia planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2003 (23 years).

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: 22
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,177,180
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 127347
Website: finsolutions.net (opens in new tab)
Phone: (770) 460-8813

Is something on this page wrong or out of date?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.