Rora Wealth, Inc. fees and pricing

Financial planner in Atlanta, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Rora Wealth, Inc. charges $500⁠-⁠$1,500 an hour and an annual fee of $7,500⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500⁠-⁠$1,500/hr
“Clients can also engage Rora to provide financial planning services on a separately-negotiated basis, based on their situation. 9 Hourly Financial Planning engagements are offered at an hourly rate between $500 and $1,500 per hour, depending on complexity.”
Annual fee
$7,500⁠-⁠$25,000/yr
“Comprehensive Financial Planning consists of an annual fee that is paid in advance, at the rate of $7,500 - $25,000 per year based on complexity and needs of the client.”

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

How Rora Wealth, Inc. bills

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

  • “Fees are generally negotiable and are paid as described below, directly by the client.”
  • “In no event will Rora collect more than $500.00 more than six months in advance from any client.”
  • “The asset-based fees described above are negotiable and paid at the end of each calendar month.”

How Rora Wealth, Inc.’s fees compare

  • Its hourly rate of $500-$1,500 is above the Georgia median of $250. 99% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 47 of the 47 other planners in Atlanta that publish an hourly rate charge less.
  • Its annual fee of $7,500-$25,000 is above the Georgia median of $5,438. 87% of the 47 other Georgia planners that publish an annual fee charge less.
  • 17 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Rora Wealth, Inc.

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Business owners

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
38
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
$18,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
297568
Website
rorawealth.com (opens in new tab)
Phone
(404) 967-0727

Can advise clients in 3 states: California, Georgia, New York

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