Transformation Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Business Planning – Hourly Fee Business Planning is offered at an hourly rated of $250 per hour.”

Annual fee

$2,000/yr

“The Client pays the same $2,000 annual fee.”

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

How Transformation Wealth Management, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fee in the first quarter of service is prorated from the inception date of the account(s) to the end of the first quarter.”

How Transformation Wealth Management, LLC’s fees compare

• Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
• 9 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its annual fee of $2,000 is below the Georgia median of $5,438. 15% of the 47 other Georgia planners that publish an annual fee charge less.
• 3 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Transformation Wealth Management, LLC

• Principal: Portia RyanGerton
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• 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

2.9% a year

Clients

5

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$512,056

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309299

Website

transformationwm.com (opens in new tab)

Phone

(770) 874-9959

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

Compare all 159 planners in Atlanta