Southbridge Advisors, LLC fees and pricing
Financial planner in Marieta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Southbridge Advisors, LLC charges a flat or project fee of $500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$20,000
“Our fixed fee ranges between $500 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Southbridge Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fixed fee is negotiable and will vary depending on the nature and complexity of your individual circumstances and the number of areas covered by the written financial plan.”
- “We will collect the first half of the estimated fee upon signing the financial planning agreement and the remaining balance upon completion of the service or financial plan.”
- “For fees paid in advance, you will receive a prorated refund of any unearned fees based on the percentage of work completed on the service or plan.”
How Southbridge Advisors, LLC’s fees compare
- Its flat or project fee of $500-$20,000 spans the Georgia median of $5,000. 86% of the 152 other Georgia planners that publish a flat or project fee charge less.
About Southbridge Advisors, LLC
“We offer comprehensive financial planning services that involve a review of your financial situation, goals, risk tolerance and the creation of a written financial plan.”
- Firm size: 6 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
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
- 201
- Employees
- 6
- 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, and selecting other advisers
- Assets managed
- $353,100,569
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306075
- Phone
- (866) 797-8693
Can advise clients in 7 states: Florida, Georgia, Louisiana, North Carolina, Ohio, South Carolina, Texas
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.