Resilient Wealth fees
Financial planner in Marietta, Georgia. Registered with state securities regulators.
Resilient Wealth (Marietta, GA) listed a monthly fee of up to $1,000 for financial planning in a Form ADV Part 2A brochure dated March 19, 2025, which is more than 18 months old.
- Website: resilientadvisor.com (opens in new tab)
- Call (404) 664-5683
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated March 2025, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2025. Fees can change.
- Monthly fee
- Up to $1,000/mo
“Fees for Advisory Services Financial Planning Services Resilient Wealth offers financial planning services for a fixed engagement fee of up to $1,000 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the March 2025 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Resilient Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Investment advisory fees are paid monthly or quarterly, in advance, pursuant to the terms of the agreement.”
- “The investment advisory fee in the first month or quarter of service is prorated from the inception date of the account[s] to the end of the first month or quarter.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 19, 2025
- CRD number
- 301986 (opens in new tab)
- Phone
- (404) 664-5683
Other planners in Marietta that publish fees
- Shay Wealth PartnersMariettaHourly $250/hr
- Throckmorton Advisors, LLCMariettaHourly $150-$300/hr
- American Financial Advisors, LLC.MariettaHourly $150/hr
- Marietta Wealth Management, LLCMariettaHourly up to $350/hr, Flat up to $10,000
- Jeffries Wealth ManagementMariettaHourly up to $350/hr, Flat up to $15,000
- Lassiter Financial Advisors, LLCMariettaHourly up to $225/hr 2023 brochure
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.