Firm
AF Capital Management
Marietta, Georgia
Fee-only
AF Capital Management at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 26 individual clients, 10 of them high net worth.
- Its average account is about $208,000 (assets it manages divided by its 65 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Marietta, Georgia |
|---|---|
| Website | afcapitalmanagement.com |
| Phone | (404) 395-2752 |
AF Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 2% a year |
|---|---|
| Account minimum | $50,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Over $1,000,000 0.50%" source
"First $1,000,000 2.00%, but no less than $1,000" source
"An account minimum of $50,000 is required unless automated monthly recurring deposits of at least $100 are scheduled and maintained." source
"First $500,000 1.25%, but no less than $240" source
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 |
|---|---|
| Assets managed | $14 million |
| Individual clients | 16 |
| High-net-worth clients | 10 |
| Accounts managed | 65 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 152225 |