Steele Financial Studios fees and pricing

Published fees

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

Flat or project fee

$5,000⁠-⁠$10,000

“The Advisor also offers standalone financial planning services for a fixed engagement fee ranging from $5,000 to $10,000 per engagement.”

Monthly fee

$100⁠-⁠$500/mo

“Steele Financial also offers ongoing financial planning services, with fees ranging from $100 to $500 per month.”

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

How Steele Financial Studios bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each quarter, pursuant to the terms of the wealth management agreement.”
• “Ongoing fees are paid monthly in advance.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Steele Financial Studios’ fees compare

• Its flat or project fee of $5,000-$10,000 is above the Georgia median of $5,000. 75% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 33 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Steele Financial Studios

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

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

25

Employees

1

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, pension consulting, and selecting other advisers

Assets managed

$10,672,097

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336717

Website

steelefinanicalstudios.com (opens in new tab)

Phone

(404) 850-4010

Can advise clients in 2 states: Georgia, Virginia

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

Compare all 159 planners in Atlanta