Stanhouse Financial Planning and Management, LLC fees and pricing
Financial planner in Duluth, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Stanhouse Financial Planning and Management, LLC charges $340 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $340/hr
“StanhouseFP standard fees for financial planning and one-time investment advisory services are $340 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stanhouse Financial Planning and Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed in thirty (30) minute increments and are negotiable at the discretion of Firm Principal.”
- “Projects spanning more than three months may be billed quarterly.”
- “The balance of fees due is payable immediately upon presentation of the advice to the client.”
How Stanhouse Financial Planning and Management, LLC’s fees compare
- Its hourly rate of $340 is above the Georgia median of $250. 72% of the 169 other Georgia planners that publish an hourly rate charge less.
About Stanhouse Financial Planning and Management, LLC
“StanhouseFP provides fee-only, financial planning, investment advisory services, and asset management services to individuals and families from all walks of life.”
- Principal: James Stanhouse
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- 1% a year
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 48
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $33,310,059
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150494
- Phone
- (404) 538-0307
Other planners in Duluth that publish fees
- BJM Financial IncDuluth$1,500-$20,000
- Evans Wealth ManagementDuluth$250/hr, $10,000-$45,000
- Fern Impact Advisors, LLCDuluth$2,000
- 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
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.