Transition Planning & Guidance, LLC fees and pricing
Financial planner in Sandy Springs, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Transition Planning & Guidance, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“All services are billed at either an hourly rate (usually $250 per hour) or an agreed-upon fixed fee, depending on the nature of the engagement, the scope of services, and the complexity of the situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Transition Planning & Guidance, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed monthly or quarterly for their services.”
How Transition Planning & Guidance, 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.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Transition Planning & Guidance, LLC
“Making recommendations to help achieve retirement plan goals and objectives, including retirement plan choices for self-employed and employed;”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167866
- Phone
- (404) 829-4305
Other planners in Sandy Springs that publish fees
- Fwi Wealth Management LLCSandy Springs$3,850
- HC Advisors LLCSandy Springs$150-$480/hr, $1,500-$4,000
- 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.