# Susan Powers

> Susan Powers is a fee-only financial advisor at AssetGrade in Greensboro, Georgia, who holds the CFP and CFA credentials. Susan charges a percentage of assets (1% a year on the first tier of assets managed and a $750,000 asset minimum) and focuses on small business owners and tax planning.

Page: https://find.wellspent.co/advisors/susan-powers/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** AssetGrade
- **Based in:** Greensboro, Georgia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $750,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $337.7M across 739 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Small business owners, Tax planning
- **Works with:** HENRY (High Earners, Not Rich Yet), Executives, Founders, High earners, Mid-life transitions
- **CRD:** 3047408 (https://adviserinfo.sec.gov/individual/summary/3047408)
- **SEC registration:** Investment adviser representative in GA, MA, TX
- **Exams passed:** Series 63 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.assetgrade.com

## Frequently asked questions

### Is Susan Powers a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and AssetGrade reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Susan charge for financial advice?

Susan charges a percentage of assets.

### How much does Susan charge?

According to AssetGrade's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $750,000 asset minimum.

### Does Susan work with clients virtually?

Yes. AssetGrade says on its website that it works with clients remotely.

### Where is Susan Powers based?

Susan Powers is based in Greensboro, Georgia.

### What does Susan specialize in?

Susan's specialties include small business owners and tax planning. Susan works with HENRY (High Earners, Not Rich Yet), executives, founders, high earners and mid-life transitions.

### What credentials does Susan Powers hold?

Susan Powers holds the CFP and CFA credentials.

### Is Susan Powers registered with the SEC?

Yes. Susan Powers is registered as an investment adviser representative in GA, MA and TX (CRD 3047408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AssetGrade manage?

AssetGrade reports $337.7M across 739 accounts in assets under management.

### How do I contact Susan Powers?

Through Susan's website, www.assetgrade.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3047408): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.assetgrade.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.