Smarr Financial Services Inc. fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 21, 2026, Smarr Financial Services Inc. charges $100-$500 an hour and a flat or project fee of $1,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“Depending on the complexity of the financial plan and the needs of the client, our fees for financial planning services range from $100 to $500 per hour (min. 1 hour).”
- Flat or project fee
- $1,000-$6,000
“Depending on the complexity of the financial plan and the needs of the client, our fixed fees for financial planning services range from $1,000 to $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Smarr Financial Services Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our hourly rate is negotiable, and the final fees at the hourly rate, as agreed upon, will be outlined in our financial planning agreement.”
- “Our fixed fees are negotiable, and the final fee, as agreed upon, will be outlined in our financial planning agreement. 2.”
- “Upon delivery of the financial plan, we will provide a final advisory fee invoice to clients, either in person, electronically, or by mail, and payment is due upon receipt. 2.”
How Smarr Financial Services Inc.’s fees compare
- Its hourly rate of $100-$500 spans the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
- 21 of the 47 other planners in Atlanta that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$6,000 spans the Georgia median of $5,000. 41% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 11 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
About Smarr Financial Services Inc.
- Principal: Gregory A. Smarr
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 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
- 2% a year
- Clients
- 75
- 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
- $45,813,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142540
- Phone
- (404) 601-2815
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.