The Atlas Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The standard Hourly Fee is $350.00 /hr.”

Quarterly fee

$250/qtr

“The minimum fixed fee is $250.00 per Quarter / $1,000.00 per year.”

Annual fee

$1,000/yr

From the same sentence as above.

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

How The Atlas Financial Group bills

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

• “In the event that new assets are transferred to existing accounts, the client will receive a new invoice for the management fee corresponding to the newly transferred assets prorated as to the remaining portion on the quarter.”
• “The Atlas Financial Group will refund any pre-paid fees charged to the client in the event the advisory contract is terminated before the end of the billing period.”
• “Quarterly fees will be pro-rated and a check for any balance will be mailed to the client’s address of record.”

How The Atlas Financial Group’s fees compare

• Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• 8 of the 13 other planners in Miami that publish an hourly rate charge less.
• Its annual fee of $1,000 is below the Florida median of $4,800. 10% of the 97 other Florida planners that publish an annual fee charge less.
• None of the 3 other planners in Miami that publish an annual fee charge less.

About The Atlas Financial Group

• Firm size: 4 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Charitable giving

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

2% a year

Clients

69

Employees

4

Works with

Individuals, high net worth individuals, banks, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$174,921,971

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306849

Website

theatlasfinancialgroup.com (opens in new tab)

Phone

(786) 233-6233

Other planners in Miami that publish fees

• Amida Wealth Advisors, LLCMiami$1,000⁠-⁠$30,000, $1,750⁠-⁠$2,500/yr
• Andromeda Wealth LLCMiami$250/hr, $500⁠-⁠$2,000
• Brickell Financial Group LLCMiami$200⁠-⁠$1,500
• Camerondowning, Inc.Miami$300/hr, $1,500⁠-⁠$5,000
• Campos FinancialMiami$200/hr, $200⁠-⁠$2,000
• Cela Wealth ManagementMiami$2,500⁠-⁠$12,000

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