Plunkett & Associates, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated August 18, 2023, Plunkett & Associates, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Page 4 Financial Planning Fees When Plunkett & Associates provides stand-alone financial planning services to clients, these fees are negotiated at the time of engagement for such services, and are charged at the rate $250 per hour.”

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

“Portfolio management fees are generally payable quarterly, in advance.”
“If management begins after the start of a quarter, fees will be prorated accordingly.”

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.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $250,000 in assets (stated in brochure)
Clients: 9
Employees: 2
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $8,216,971
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 127176
Phone: (678) 491-2928

Is something on this page wrong or out of date?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