Firm
Balentine Wealth Advisors
Atlanta, Georgia
Fee-only
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | balentine.com |
| Phone | (404) 537-4800 |
Balentine Wealth Advisors fees
Balentine Wealth Advisors 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 | $5.5 billion |
| Individual clients | 13 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 152511 |
Advisors at this firm (18)
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Caroline Caldwell
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Clifton Dortch
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Danielle Bailey
-
Elizabeth Meeks
-
Jennifer Pcholinsky
CFP
-
John Maddison
CFP · CFA
-
Juwon Hill
CFP
-
Katherine Battey
-
Kevin Murdock
-
Kurt Lofters
-
Lucas Roberson
-
Marshall Brannock
CFP
-
Matthew Raines
-
Melissa Phillippi
CFP
-
Michael Pearson
-
Rebecca Stone
CFP
-
Victor Gitau
-
William Thacker