Prana 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 April 16, 2026, Prana Wealth Management LLC charges $300-$1,000 an hour and a flat or project fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$1,000/hr
“The Financial Planning Hourly fee is an hourly rate between $300 and $1,000 per hour, determined at Prana Wealth’s discretion and depending on the complexity of the services being performed.”
- Flat or project fee
- $8,000
“Our Comprehensive Financial Planning service fee starts at $8,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prana Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or by check.”
- “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
How Prana Wealth Management LLC’s fees compare
- Its hourly rate of $300-$1,000 is above the Georgia median of $250. 98% of the 169 other Georgia planners that publish an hourly rate charge less.
- 45 of the 47 other planners in Atlanta that publish an hourly rate charge less.
- Its flat or project fee of $8,000 is above the Georgia median of $5,000. 77% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 36 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
About Prana Wealth Management LLC
- Principal: Patrick King
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 28
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $27,286,330
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289322
- Phone
- (404) 500-7296
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.