Chattahoochee Wealth
Cumming, Georgia
Chattahoochee Wealth at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 4 individual clients, 2 of them high net worth.
- Its average account is about $470,000 (assets it manages divided by its 19 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Cumming, Georgia |
|---|---|
| Website | chattahoocheewealth.com |
| [email protected] | |
| Phone | (684) 751-6939 |
Questions about Chattahoochee Wealth
How is Chattahoochee Wealth paid?
Chattahoochee Wealth's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Chattahoochee Wealth have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Chattahoochee Wealth, and 2 hold the CFP.
What is the average account at Chattahoochee Wealth?
Chattahoochee Wealth's average account is about $470,000. That's the assets on its Form ADV divided by its 19 accounts.
What does Chattahoochee Wealth specialize in?
Chattahoochee Wealth's advisors and website list retirement planning, tax planning and estate & legacy planning.
Chattahoochee Wealth fees
Chattahoochee Wealth 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 | $9 million |
| Individual clients | 2 |
| High-net-worth clients | 2 |
| Accounts managed | 19 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 336778 |