Susan Powers
AssetGrade · Greensboro, Georgia
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.
Request an introduction to Susan →
Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- High earners
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Assets under management | $337.7M across 739 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA, MA, TX · CRD 3047408 |
| Exams passed | Series 63 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.assetgrade.com |
| Profile |
Request an introduction to Susan
Tell Susan a little about what you're looking for. Susan 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 Susan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- AssetGrade website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.