ST. John & Associates, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“In most cases, the initial retainer fee is between $1000 and $5000 depending on complexity of situation for the development of such financial plan plus an additional for each additional is between $1000 and $5000 depending on complexity of situation for each additional quarter until the plan is completed and the…”

Annual fee

$1,000⁠-⁠$5,000/yr

“With the exception of the initial retainer fee between $1000 and $5000 depending on complexity of situation and any ongoing retainer for completing the client initial financial plan as elsewhere explained, all fees are asset based and charged in arrears on a quarterly basis.”

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

How ST. John & Associates, Inc. bills

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

• “Clients may elect to be billed directly for asset-based fees or authorize Advisor to debit fees from client's accounts.”
• “Fees for assets held away including 401(k) plan accounts are debited from client’s taxable account, by debit or credit card, or billed directly for payment as required by regulations.”
• “Engagements initiated or terminated during a calendar quarter are charged on a prorated fee basis.”

How ST. John & Associates, Inc.’s fees compare

• Its flat or project fee of $1,000-$5,000 is below the Georgia median of $5,000. 34% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Roswell that publish a flat or project fee charge less.
• Its annual fee of $1,000-$5,000 is below the Georgia median of $5,438. 32% of the 47 other Georgia planners that publish an annual fee charge less.

About ST. John & Associates, Inc.

• Firm size: 6 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

142

Employees

6

Works with

Individuals, high net worth individuals, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$128,352,401

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

124778

Website

facebook.com/stjohnandassociates (opens in new tab)

Phone

(770) 642-7631

Can advise clients in 2 states: Florida, Georgia

Other planners in Roswell that publish fees

• Asset Guidance Group, LLCRoswell$100⁠-⁠$3,600, $260⁠-⁠$560/mo
• First Pitch Planning and Tax LLCRoswell$100/hr, $1,200
• J Moss and CoRoswell$200/hr, $10,400/qtr
• Park Square Financial Group LLCRoswell$300/hr, $5,000
• Wellspring Planning Group LLCRoswell$250⁠-⁠$1,000/hr

Compare all 12 planners in Roswell