Private Family Wealth Advisors fees and pricing
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 20, 2026, Private Family Wealth Advisors charges a flat or project fee of $12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $12,000
“Flat fees are a minimum of $12,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Private Family Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management fees are calculated and paid monthly in arrears based on the average daily balance in the account.”
- “Our investment management fees are negotiable, depending upon the complexity of the client’s financial situation and the scope of services rendered.”
- “Said fees, expenses or charges will be paid out of the assets in the Account(s) or billed separately to the client.”
How Private Family Wealth Advisors’ fees compare
- Its flat or project fee of $12,000 is above the Georgia median of $5,000. 89% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 43 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
About Private Family Wealth Advisors
- Firm size: 4 employees.
- Registered as an adviser: 2023 (3 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
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 138
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $393,214,505
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325119
- Phone
- (404) 848-0950
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.