Wealthwise Financial Solutions, LLC fees and pricing
Financial planner in Suwanee, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Wealthwise Financial Solutions, LLC charges $240 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $240/hr
“Depending on the complexity of the financial plan and needs of the client, our fees for financial planning services are $240.00 per hour (min. 1 hour).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthwise Financial Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable and the final rate, as agreed upon, will 5 WealthWise Financial Solutions, LLC be outlined in our Financial Planning Agreement.”
- “Our fees for advisory consultations are negotiable and the final fees, as agreed upon, will be outlined in our Agreement for Advisory Consultation Services.”
- “The final fee invoice that delineates total planning hours expended is due and payable upon completion and delivery of the plan.”
How Wealthwise Financial Solutions, LLC’s fees compare
- Its hourly rate of $240 is below the Georgia median of $250. 30% of the 169 other Georgia planners that publish an hourly rate charge less.
About Wealthwise Financial Solutions, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA and CFA.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 44
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $49,766,403
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141813
- Phone
- (770) 401-4528
Other planners in Suwanee that publish fees
- Centurion Advisory Group, IncSuwanee$1,000/yr
- Marathon Wealth IncorporatedSuwanee$150-$300/hr
- 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
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.