Quigley Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$300/hr

“Cost: $250 to $300 per hour.”

Annual fee

$3,000/yr

“For clients with an annual fee of $3,000 or less, clients may choose to make payments biannually, on May 15th and November 15th.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Quigley Financial LLC bills

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

• “General Fee Information For an ongoing client relationship, fees will be billed quarterly to the client.”
• “Client will be provided an invoice copy of fees deducted from any Fidelity account.”
• “Page 8 of 18 Quigley Financial may terminate any financial planning agreement at any time by giving the client written notice and returning in full any prepaid quarterly fees on a pro-rata basis.”

How Quigley Financial LLC’s fees compare

• Its hourly rate of $250-$300 is above the Georgia median of $250. 54% of the 169 other Georgia planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Peachtree City that publish an hourly rate charge less.
• Its annual fee of $3,000 is below the Georgia median of $5,438. 32% of the 47 other Georgia planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Quigley Financial 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: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$10,000 minimum fee (stated in brochure)

Clients

41

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$108,648,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144704

Website

quigleyfinancial.com (opens in new tab)

Phone

(678) 520-2327

Other planners in Peachtree City that publish fees

• Fapa Advisory Services Team (FAST)Peachtree City$200/hr, $1,900
• Osborne Financial Planning LLCPeachtree City$200/hr, $250
• Ridgeback Wealth ManagementPeachtree City$250/hr, $250⁠-⁠$333/mo
• VetworthPeachtree City$750⁠-⁠$2,000

Compare all 6 planners in Peachtree City