Porter Wealth Management, LLC fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Porter Wealth Management, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The rate will be $300.00 per hour for work performed by Justin Porter; $150.00 per hour for work performed by planning associates and $80.00 per hour for work performed by anyone else.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Porter Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least thirty (30) calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Porter Wealth Management, LLC’s fees compare
- Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
- 21 of the 47 other planners in Atlanta that publish an hourly rate charge less.
About Porter Wealth Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
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
- 0.6% a year
- Clients
- 20
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12,012,125
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 294135
- Phone
- (540) 270-7542
Can advise clients in 4 states: Georgia, North Carolina, Ohio, Tennessee
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
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.