Firm
Carlyle Wealth Planning
Atlanta, Georgia
Fee-only
Carlyle Wealth Planning at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 20 individual clients, 12 of them high net worth.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Phone | (770) 956-8775 |
Carlyle Wealth Planning fees
Carlyle Wealth Planning 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 8 |
| High-net-worth clients | 12 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 27, 2026 |
| SEC record | CRD 126298 |