Your Wealth Consultants LLC fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 30, 2026, Your Wealth Consultants LLC charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Currently, the flat fee for preparing a Plan and providing related financial planning services generally ranges from $ 500 -$ 10,000 but may be higher depending upon particular Services requested and the complexity of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Your Wealth Consultants LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be charged and directly withdrawn from the Client’s account, quarterly in arrears, and we encourage clients to review the fee assessment specified in the account activity statements and contact YWC with any questions relating to the calculation.”
- “Options and rates may also differ among different accounts held by the same client, depending on the Program and services selected for an Account. 5 Fees annually, paid quarterly in arrears based on the average assets under management during the quarter.”
- “The fee will be charged and directly withdrawn from the Client’s account, quarterly in arrears, and we encourage clients to review the fee assessment specified in the account activity statements and contact YWC with any questions relating to the calculation.”
How Your Wealth Consultants LLC’s fees compare
- Its flat or project fee of $500-$10,000 spans the Georgia median of $5,000. 57% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 20 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
About Your Wealth Consultants LLC
“The company serves strictly as a fee-only investment advisor providing investment guidance and managing client investment accounts on a discretionary basis. The firm does provide financial planning services and tax advice on a fee basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.25% a year
- Clients
- 35
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,100,020
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310328
- Phone
- (864) 415-6557
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.