Wealth Partners, Inc. fees and pricing
Financial planner in Moreland, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Wealth Partners, Inc. charges $75-$125 an hour and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$125/hr
“Senior Planning Partner Junior Planner Partner Administrative Services 9 $175 per hour $125 per hour $75 per hour Portfolio Management (Direct- Managed by Wealth Partners) This is the most common arrangement.”
- Annual fee
- $500/yr
“The minimum annual planning fee for any client is $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Partners, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed in advance at the beginning of each month or quarter.”
- “Clients may also elect to be billed directly for fees or to authorize Wealth Partners to directly debit fees from client accounts.”
- “Accounts initiated during a calendar quarter will be charged a prorated fee.”
How Wealth Partners, Inc.’s fees compare
- Its hourly rate of $75-$125 is below the Georgia median of $250. 1% of the 169 other Georgia planners that publish an hourly rate charge less.
- Its annual fee of $500 is below the Georgia median of $5,438. None of the 47 other Georgia planners that publish an annual fee charge less.
About Wealth Partners, Inc.
“Wealth Partners provides financial planning and portfolio management services to our clients on a fee-only basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $737,688
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132115
- Phone
- (770) 301-6017
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
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.