The Advisory Firm fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$2,500

“Getting Started Planning fees typically range from $1,500 to $2,500.”

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

How The Advisory Firm bills

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

• “Clients are advised that we consider substantially all services involved in a financial planning engagement to be completed upon delivery of the written financial plan or report to the client.”
• “Fees are Calculated and Charged Asset-based fees are billed quarterly in arrears based on the value of the assets at the end of the calendar quarter.”
• “The first payment will be assessed pro-rata in the event that the advisory contract is executed at any time other than the first business day of a calendar quarter.”

How The Advisory Firm’s fees compare

• Its flat or project fee of $1,500-$2,500 is below the Georgia median of $5,000. 26% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 3 of the 13 other planners in Alpharetta that publish a flat or project fee charge less.

About The Advisory Firm

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, EA, and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Tax planning
• Cash flow and budgeting

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% a year

Clients

120

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$126,393,156

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

139125

Website

theadvisoryfirm.net (opens in new tab)

Phone

(678) 566-3711

Can advise clients in 2 states: Georgia, Texas

Other planners in Alpharetta 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
• Atlas Investment AdvisorsAlpharetta$275/hr, $3,800⁠-⁠$5,000
• Blueprint Private Wealth Management LLCAlpharetta$600⁠-⁠$5,000
• Capital Endurance Group, IncAlpharetta$350/hr, $2,000⁠-⁠$10,000

Compare all 35 planners in Alpharetta