Wassaw Sound Management, LLC fees
Financial planner in Savannah, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Wassaw Sound Management, LLC (Savannah, GA) charges a flat or project fee of $20,000-$50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change.
- Flat or project fee
- $20,000-
$50,000 Above the Georgia median of $4,125; 97% of the 78 other planners in Georgia that publish a flat or project fee charge less. The one other planner in Savannah charges less.
“Fixed fees for consulting projects range from 6 $20,000 to $50,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $5,000,000 in assets (stated in the brochure)
- Team size
- 3 employees
How Wassaw Sound Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees are charged in advance on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the quarter.”
About Wassaw Sound Management, LLC
- Principal: Raymond Singletary
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 9
- Works with
- High net worth individuals, charities, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $123 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 11, 2026
- CRD number
- 299164 (opens in new tab)
- Phone
- (404) 831-5109
Other planners in Savannah that publish fees
- Alpha Financial Management, Inc.SavannahAnnual $2,000-$10,000/yr
- ATI Wealth Partners, LLCSavannahFlat $1,800
More planners in Georgia that publish fees
- Fleming Wealth Management, LLCJohns CreekHourly $250/hr
- Sonas Financial PlanningAtlantaHourly $250/hr, Flat up to $8,000
- KV Financial Advice LLCSandy SpringsFlat $1,500-$7,500, Quarterly $1,500-$15,000/qtr
- FWI Wealth Management LLCSandy SpringsFlat $3,850
- American Financial Advisors, LLC.MariettaHourly $150/hr
- Foxholm FinancialAtlantaHourly $300/hr
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.