The Green Group Finance, LLC fees and pricing
Financial planner in Lawrenceville, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, The Green Group Finance, LLC charges $300 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly rate is $300.”
- Flat or project fee
- $1,000-$5,000
“Fixed fee rates range between $1,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Green Group Finance, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How The Green Group Finance, LLC’s fees compare
- Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 is below the Georgia median of $5,000. 34% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Lawrenceville that publish a flat or project fee charge less.
About The Green Group Finance, LLC
“We offer investment management and financial planning services.”
- Principal: Nicole Brangwin
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate 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
- 0.75% a year
- Clients
- 5
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $727,050
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333510
- Phone
- (678) 737-1513
Other planners in Lawrenceville that publish fees
- Retire Wise, LLCLawrenceville$250/hr, $1,200-$3,000
- Wakil Wealth Advisory LLCLawrenceville$500-$5,000
- 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
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
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.