Weston Capital Insights fees
Financial planner in Alpharetta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Weston Capital Insights (Alpharetta, GA) charges a flat or project fee of up to $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Can go up to $5,000; the Alpharetta median is $2,900. Can go up to $5,000; the Georgia median is $4,125.
“We provide financial planning and consulting services on a fixed fee basis ranging up to $5,000.”
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
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2021 (5 years)
How Weston Capital Insights bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If advanced fee-paying arrangements are negotiated and we have received pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 27
- Works with
- High net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $16.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 310503 (opens in new tab)
- Phone
- (954) 745-9434
Registered in 1 state: Florida
Other planners in Alpharetta that publish fees
- Atlas Investment AdvisorsAlpharettaFlat $3,800-$5,000
- Wealth Science Advisors LLCAlpharettaFlat $1,500
- Access Planning Partners, LLCAlpharettaHourly $250/hr, Flat $750-$7,500
- Opti Bloom Advisors LLCAlpharettaHourly $200/hr
- Clear Investment Research, LLCAlpharettaHourly $250-$350/hr
- Blueprint Private Wealth Management LLCAlpharettaFlat $600-$5,000
Is something on this page wrong or out of date?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.