Power Wealth Management fees and pricing
Financial planner in Alpharetta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 14, 2026, Power Wealth Management charges a flat or project fee of $5,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$30,000
“When you engage us for financial planning services, we will charge you a fixed fee typically ranging from $5,000 - $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Power Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally billed quarterly in advance (at the beginning of the billing period), based on the average daily balance of your portfolio during the prior quarter.”
- “The fee will be prorated for your portfolio when it is established at any time other than the beginning of the quarter.”
- “Orion Communities – Model Strategist Fees Model Strategist fees are assessed quarterly in advance and are calculated based on the account’s average daily balance during the preceding quarter.”
How Power Wealth Management’s fees compare
- Its flat or project fee of $5,000-$30,000 is above the Georgia median of $5,000. 93% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 13 of the 13 other planners in Alpharetta that publish a flat or project fee charge less.
About Power Wealth Management
- Principal: Brett Power
- Firm size: 10 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 253
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $429,921,410
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315101
- Phone
- (404) 889-8919
Can advise clients in 5 states: Florida, Georgia, Nebraska, Texas, Virginia
Other planners in Alpharetta 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
- Atlas Investment AdvisorsAlpharetta$275/hr, $3,800-$5,000
- Blueprint Private Wealth Management LLCAlpharetta$600-$5,000
- Capital Endurance Group, IncAlpharetta$350/hr, $2,000-$10,000
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.