Wealth With No Regrets® fees and pricing
Financial planner in Alpharetta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Wealth With No Regrets® charges a flat or project fee of $1,900-$25,000 and an annual fee of up to $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,900-$25,000
“You may also pay a fixed fee for stand-alone advanced financial planning services, which typically range from $1,900 to $25,000 or more based on scope and complexity and are negotiated at the time of the engagement.”
- Annual fee
- Up to $5,000/yr
“Annual fees range from $0 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth With No Regrets® bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a client terminates this engagement early, they will be issued a pro-rata refund based on the time spent by Advisor.”
- “Our Advisory Fee is billed and payable quarterly in advance based on the balance at the end of the previous billing period.”
- “If management begins after the start of a quarter, Advisory Fees will be prorated accordingly and billed in arrears.”
How Wealth With No Regrets®’s fees compare
- Its flat or project fee of $1,900-$25,000 spans the Georgia median of $5,000. 92% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 12 of the 13 other planners in Alpharetta that publish a flat or project fee charge less.
- Its annual fee of up to $5,000 is below the Georgia median of $5,438. 26% of the 47 other Georgia planners that publish an annual fee charge less.
- None of the 2 other planners in Alpharetta that publish an annual fee charge less.
About Wealth With No Regrets®
- Firm size: 13 employees.
- Founded: 2011 (15 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
- 1.4% a year
- Minimum
- No minimum stated in brochure
- Clients
- 226
- Employees
- 13
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $214,395,945
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159201
- Phone
- (678) 278-9632
Other planners in Alpharetta 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
- Atlas Investment AdvisorsAlpharetta$275/hr, $3,800-$5,000
- Blueprint Private Wealth Management LLCAlpharetta$600-$5,000
- Capital Endurance Group, IncAlpharetta$350/hr, $2,000-$10,000
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.