Wright Wealth LLC fees and pricing

Financial planner in Atlanta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 25, 2026, Wright Wealth LLC charges $250 an hour and a monthly fee of $250⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“We also charge an hourly fee of $250/hour for any work that falls outside of the original scope of 9 the plan, including call time.”
Monthly fee
$250⁠-⁠$1,500/mo
“Fees are paid monthly in advance or arrears, ranging from $250 to $1,500 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wright Wealth LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The Advisory Fee may be paid monthly or quarterly in arrears or monthly or quarterly in advance.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Financial Planning Contract.”

How Wright Wealth LLC’s fees compare

  • Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 9 of the 47 other planners in Atlanta that publish an hourly rate charge less.

About Wright Wealth LLC

“We offer investment management and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners

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
2% a year
Clients
240
Employees
7
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$188,462,210
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
321215
Website
instagram.com/wrightwealthllc (opens in new tab)
Phone
(470) 373-1044

Can advise clients in 11 states: Alabama, California, Florida, Georgia, North Carolina, New Hampshire, New York, South Carolina, Tennessee, Texas, Virginia

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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.