Starr-Mathews Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $300.”

Flat or project fee

$1,500⁠-⁠$50,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,500 and $50,000.”

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

How Starr-Mathews Financial, LLC bills

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

• “Fees are paid monthly in arrears, and clients may terminate their contracts with 3 ten days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “These fees are negotiable and will depend on the complexity of the situation, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”

How Starr-Mathews Financial, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Georgia median of $250. 25% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$50,000 spans the Georgia median of $5,000. 97% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Starr-Mathews Financial, LLC

• Principal: Edward Holland
• Firm size: 6 employees.
• Registered as an adviser: 2018 (8 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

1.5% a year

Clients

108

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 pension consulting

Assets managed

$158,604,251

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

166199

Website

starrbenefits.com (opens in new tab)

Phone

(706) 624-4080

Other planners in Calhoun that publish fees

• Lyles Wealth Management LLCCalhoun$150/hr, $495⁠-⁠$2,500
• 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

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