Safewater Investment Management LLC fees and pricing

Firm size: 2 employees.
Registered as an adviser: 2021 (5 years).

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

According to its Form ADV Part 2A brochure dated March 9, 2026, Safewater Investment Management LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

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

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of SWIM's fees within five business days of signing the Investment Advisory Contract.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

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.
6 of the 10 other planners in Alpharetta that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 93
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $31,350,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 316571
Phone: (678) 640-4595

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