Versailles Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Additional implementation work is billed separately at a rate of $250 per hour.”

Annual fee

$3,500/yr

“The minimum annual fee for the agreements is $3,500.​ ​ Agreements may not be assigned without client consent. ​ REGULATORY INFORMATION Versailles Financial is a registered investment advisor registered with the Georgia Secretary of State.”

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

How Versailles Financial, LLC bills

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

• “The balance is payable upon delivery of the financial plan. ​ In the event that the client's situation is substantially different than disclosed at the initial meeting, a revised fee will be provided by mutual agreement.”
• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary. ​ After delivery of a financial plan, future face-to-face meetings may be scheduled as necessary for up to one month.”
• “Current client relationships may exist where the fees are higher or lower than the fee schedule above. ​ Fees are billed quarterly, in advance.”

How Versailles Financial, 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.
• Its annual fee of $3,500 is below the Georgia median of $5,438. 43% of the 47 other Georgia planners that publish an annual fee charge less.

About Versailles Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2003 (23 years).

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

1% a year

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$33,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

127011

Website

VERSFIN.COM (opens in new tab)

Phone

(770) 998-5047

Other planners in Georgia that publish fees

• 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
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia