CapitalWize

CapitalWize at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 10 advisors are listed here; 1 of 10 hold the CFP.
• Its Form ADV reports 8 employees and 101 individual clients.

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

CapitalWize fees

CapitalWize 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

Advisors at this firm (10)

• Albert Akpaloo

• Carlos Bonilla Grajales

• Da-Zha Jones

• Devin Alphin

• George Acheampong

• Greg Derderian

• Ike Elele

  CFP

• Kenny Conwell

• Rachel Neblett

• Thomas Windom