Piece of Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly financial planning is offered at a rate of $250 per hour, billed in 15-minute increments, and a partial increment will be treated as a whole increment.”

Flat or project fee

$300⁠-⁠$10,000

“The fixed fee can range between $300 and $10,000 based on the level of complexity and needs of the client.”

Monthly fee

$450⁠-⁠$1,250/mo

“Clients with an AUM below $500,000, PWP charges an ongoing flat annual fee that is paid monthly or quarterly, in arrears, at the rate of $450 - $1250 per month, depending on the complexity and individual needs of the Client.”

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

How Piece of Wealth Planning LLC bills

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

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice 30 days in advance.”
• “Since fees are billed in arrears, no refund of advisory fees are necessary.”

How Piece of Wealth Planning LLC’s fees compare

• Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $300-$10,000 spans the Georgia median of $5,000. 56% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Piece of Wealth Planning LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting
• Charitable giving

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

13

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$1,769,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307247

Website

pieceofwealthplanning.com (opens in new tab)

Phone

(678) 823-1101

Other planners in Georgia that publish fees

• 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
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia