The Monitor Group, Inc. fees and pricing
Financial planner in Martinez, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, The Monitor Group, Inc. charges a quarterly fee of $150-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $150-$7,500/qtr
“Fees range from $150 to $7,500 quarterly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Monitor Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The rate is negotiable and is specified in the Agreement.”
- “Fees are billed quarterly, in advance, at the beginning of each quarter, based on the value of the account on the last business day of the previous quarter.”
- “Fees for Financial Planning and Investment Advisory Services are billed quarterly, in advance, meaning that we invoice our clients once the three-month billing period has begun.”
About The Monitor Group, Inc.
“The Monitor Group, Inc. provides comprehensive financial planning services addressing all aspects of client’s financial circumstances in addition to investment advisory services.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1992 (34 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- 174
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $167,226,479
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126576
- Phone
- (706) 854-8040
Can advise clients in 5 states: Florida, Georgia, South Carolina, Tennessee, Texas
Other planners in Martinez that publish fees
- Lifestyle Financial Services, LLCMartinez$300/hr, $2,100/yr
- 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
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.