Trademark Capital Management Inc. fees and pricing

Financial planner in Watkinsville, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 24, 2026, Trademark Capital Management Inc. charges $150⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$250/hr; “Page 8 WEALTH MANAGEMENT SERVICES FEES Financial Planning Fees Financial planning services are typically provided for an hourly rate that ranges from $150 to $250 per hour, based on the professional providing the services.”

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

“In the event of termination, any paid but unearned fees will be promptly refunded to you based on the number of days that the account was managed, and any fees due us from you will be invoiced or deducted from your account prior to termination.”
“Payment arrangements, including the timing (in advance or arears), frequency (monthly or quarterly, proration of asset flows (deposits and withdrawals), and billing procedures (invoicing or deduction of fees), will be agreed upon by us and the Primary Adviser.”
“Conversely, if your initial deposit does not cover the hours of work performed by the planner, you will be invoiced for any outstanding fees.”

Its hourly rate of $150-$250 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
1 of the 3 other planners in Watkinsville that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 330
Employees: 7
Works with: Individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed: $150,824,050
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 214512
Website: twitter.com/tmarksportsmgt (opens in new tab)
Phone: (706) 534-2351

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