Sard Wealth Managment Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Hourly fees range from $250 to $500 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fees range from $500 to $10,000 per engagement.”

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

How Sard Wealth Managment Group, LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Certain legacy clients may be billed under a different fee schedule.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Sard Wealth Managment Group, LLC’s fees compare

• Its hourly rate of $250-$500 is above the Georgia median of $250. 78% of the 169 other Georgia planners that publish an hourly rate charge less.
• 30 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Georgia median of $5,000. 57% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 20 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Sard Wealth Managment Group, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2007 (19 years).

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

319

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$463,973,082

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123457

Website

linkedin.com/company/sard-wealth-management-group-llc (opens in new tab)

Phone

(404) 843-4483

Can advise clients in 6 states: California, Florida, Georgia, North Carolina, South Carolina, Texas

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

Compare all 159 planners in Atlanta