Resources Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly financial planning fees are $300/hour.”

Flat or project fee

$5,000

“Fixed fees start at $5,000 and may be more depending on the complexity of the engagement.”

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

How Resources Asset Management LLC bills

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

• “The fee is divided into quarterly payments that are paid in arrears based upon a percentage of assets under management.”
• “At our discretion, our Firm will allow advisory fees to be paid by check as indicated in the Agreement.”
• “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and billed to your account.”

How Resources Asset Management LLC’s fees compare

• Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the Georgia median of $5,000. 48% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Resources Asset Management LLC

• Principal: Bruce Dobbs
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

23

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$20,892,706

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332003

Website

resourcesassetmanagement.com (opens in new tab)

Phone

(404) 246-7899

Other planners in Georgia 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
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia