ATLas Investment Advisors at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 116 individual clients, 101 of them high net worth.
- Its average account is about $364,000 (assets it manages divided by its 506 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Alpharetta, Georgia |
|---|---|
| Website | invest-atlas.com |
| [email protected] | |
| Phone | (770) 336-6805 |
Questions about ATLas Investment Advisors
How is ATLas Investment Advisors paid?
ATLas Investment Advisors's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does ATLas Investment Advisors have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at ATLas Investment Advisors, and 3 hold the CFP.
What is the average account at ATLas Investment Advisors?
ATLas Investment Advisors's average account is about $364,000. That's the assets on its Form ADV divided by its 506 accounts.
What does ATLas Investment Advisors specialize in?
ATLas Investment Advisors's advisors and website list retirement planning, tax planning, family wealth transfer and estate & legacy planning.
ATLas Investment Advisors fees
ATLas Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $184 million |
| Individual clients | 15 |
| High-net-worth clients | 101 |
| Accounts managed | 506 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129830) |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 324861 |