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
- Phone
- (404) 967-0727
Can advise clients in 3 states: California, Georgia, New York
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.