Wakil Wealth Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“WWA charges a negotiable fee between $500 and $5,000 for financial planning services dependent upon the complexity of the Client’s specific situation.”

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

How Wakil Wealth Advisory LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The Client must consent in advance to direct debiting of their investment account.”

How Wakil Wealth Advisory LLC’s fees compare

• Its flat or project fee of $500-$5,000 is below the Georgia median of $5,000. 32% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Lawrenceville that publish a flat or project fee charge less.

About Wakil Wealth Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

32

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,100,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330852

Website

wakilwealthadvisory.com (opens in new tab)

Phone

(404) 912-9140

Can advise clients in 2 states: Florida, Georgia

Other planners in Lawrenceville that publish fees

• Retire Wise, LLCLawrenceville$250/hr, $1,200⁠-⁠$3,000
• The Green Group Finance, LLCLawrenceville$300/hr, $1,000⁠-⁠$5,000
• 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

Compare all 4 planners in Lawrenceville