Tuttle Wealth Partners LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated September 28, 2026, Tuttle Wealth Partners LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The maximum fee for arrangements charged at an hourly rate is $300 per hour.”

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

“The fees and compensation payable to TWP for advisory services rendered to SMA client portfolios that it manages are described in the fee table below.”
“The fees outlined are negotiable, subject to the Firm’s discretion, based on specific criteria.”
“Investment Consulting arrangements typically involve general consultations billed at an hourly rate of up to $300 per hour, in 15-minute intervals thereafter.”

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.

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: 1.5% a year
Clients: 403
Employees: 7
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $104,235,867
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 338406
Website: TuttleWealth.com (opens in new tab)
Phone: (800) 781-1219

Is something on this page wrong or out of date?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.