Firm
Atticus Wealth Management
Palm Beach Gardens, Florida
Fee-only
Atticus Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 8 advisors are listed here; 4 of 8 hold the CFP.
- Its Form ADV reports 8 employees and 393 individual clients, 147 of them high net worth.
- Its average account is about $512,000 (assets it manages divided by its 1,105 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Palm Beach Gardens, Florida |
|---|---|
| Website | atticuswm.com |
| Phone | (561) 425-9500 |
Atticus Wealth 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.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Atticus welcomes clients with a range of investment sizes, typically with a minimum of $500,000." source
"Atticus charges fees for the assets that the firm manages for its clients." 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 · Fixed fees |
|---|---|
| Assets managed | $565 million |
| Individual clients | 246 |
| High-net-worth clients | 147 |
| Accounts managed | 1,105 |
| Employees | 8 |
| Planning clients | 0 |
| Registered with | The SEC (801-113424) |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 296949 |