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.”
- 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
- 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
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
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.