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
Website
smarrfinancialservices.com (opens in new tab)
Phone
(404) 601-2815

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