Patrick King
Prana Wealth · Atlanta, Georgia
Patrick King is a fee-only financial advisor at Prana Wealth in Atlanta, Georgia, who holds the CFP and MBA credentials. Patrick charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,900 a year and one-time plans from $8,000) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Patrick →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Prana Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,900 a year · One-time plans from $8,000 · Typically works with clients with $1,500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $27.3M across 80 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in GA, TX · CRD 5706827 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pranawealth.com |
| Profile |
How Patrick's firm compares
- Ongoing planning starts at $3,900 a year, below the Georgia median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $8,000, above the Georgia median of $2,000 for fee-only firms that publish prices.
- Prana Wealth's average account is about $341,000, from its Form ADV (assets managed divided by 80 accounts).
Request an introduction to Patrick
Tell Patrick a little about what you're looking for. Patrick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patrick
Is Patrick King a fee-only financial advisor?
Yes. Patrick King is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patrick's firm.
How does Patrick charge for financial advice?
Patrick charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Patrick charge?
According to Prana Wealth's website, checked October 28, 2026: ongoing planning from $3,900 a year; one-time plans from $8,000; typically works with clients with $1,500,000 or more.
Does Patrick work with clients virtually?
Yes. Prana Wealth says on its website that it works with clients remotely.
Where is Patrick King based?
Patrick King is based in Atlanta, Georgia.
What does Patrick specialize in?
Patrick's specialties include retirement planning, tax planning and estate & legacy planning. Patrick works with pre-retirees and retirees.
What credentials does Patrick King hold?
Patrick King holds the CFP and MBA credentials.
Is Patrick King registered with the SEC?
Yes. Patrick King is registered as an investment adviser representative in GA and TX (CRD 5706827), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Prana Wealth manage?
Prana Wealth reports $27.3M across 80 accounts in assets under management.
How do I contact Patrick King?
Through Patrick's website, pranawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Prana Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.