Alder Financial Group at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 65 individual clients, 46 of them high net worth.
- Its average account is about $900,000 (assets it manages divided by its 249 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | alderfinancial.com |
| [email protected] | |
| Phone | (770) 563-8207 |
Questions about Alder Financial Group
How is Alder Financial Group paid?
Alder Financial Group's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Alder Financial Group have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Alder Financial Group, and 1 hold the CFP.
What is the average account at Alder Financial Group?
Alder Financial Group's average account is about $900,000. That's the assets on its Form ADV divided by its 249 accounts.
What does Alder Financial Group specialize in?
Alder Financial Group's advisors and website list retirement planning.
Alder Financial Group fees
Alder Financial Group 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 · Fixed fees |
|---|---|
| Assets managed | $224 million |
| Individual clients | 19 |
| High-net-worth clients | 46 |
| Accounts managed | 249 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-118253) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 108837 |