Firm
Access Planning Partners
Alpharetta, Georgia
Fee-only
Access Planning Partners at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 11 of them high net worth.
- Its average account is about $356,000 (assets it manages divided by its 75 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Alpharetta, Georgia |
|---|---|
| Website | appga.net |
| Phone | (470) 288-3377 |
Access Planning Partners fees
Access Planning Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $27 million |
| Individual clients | 17 |
| High-net-worth clients | 11 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 298301 |