Safe Money Management fees and pricing
Financial planner in Atlanata, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 7, 2025, Safe Money Management charges a flat or project fee of $495-$1,295 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 7, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $495-$1,295
“Services are offered based on a rate between $495 and $1,295 depending upon the complexity of the situation and the needs of the client. 7 SOLICITOR FEES:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Safe Money Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients placed with Third Party Money Managers will be billed in accordance with the Third Party Money Manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
- “Fees that are charged in advance will be refunded entirely if client is not satisfied with the work done.”
- “The fees are negotiable and prior to the planning process the client will be provided a plan fee.”
How Safe Money Management’s fees compare
- Its flat or project fee of $495-$1,295 is below the Georgia median of $5,000. 10% of the 152 other Georgia planners that publish a flat or project fee charge less.
About Safe Money Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157089
- Phone
- (678) 485-0873
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
Is something on this page wrong or out of date?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.