Windemere Advisors, LLC fees and pricing
Financial planner in Valdosta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Windemere Advisors, LLC charges $176-$225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $176-$225/hr
“The negotiated hourly fee for these services is between $176 and $225.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Windemere Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of WAL's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are negotiable and the fees shared will not exceed any limit imposed by any applicable regulatory agency. 4 Specifically, WAL may recommend SEI.”
- “Clients may terminate the agreement without penalty for a full refund of WAL's fees within five business days of signing the Financial Planning Agreement.”
How Windemere Advisors, LLC’s fees compare
- Its hourly rate of $176-$225 is below the Georgia median of $250. 24% of the 169 other Georgia planners that publish an hourly rate charge less.
About Windemere Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 42
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $23,812,754
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283556
- Phone
- (229) 241-0576
Other planners in Valdosta that publish fees
- Bush Wealth ManagementValdosta$200-$400/hr, $1,000-$15,000
- 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
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.