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Wellspent public graph/Firms/Cigx
Firm

Cigx

Atlanta, Georgia

Fee-only

Cigx at a glance

  • One of 307 fee-only firms based in Georgia in the Wellspent graph.
  • 3 advisors are listed here; 1 of 3 hold the ChFC.
  • Its Form ADV reports 2 employees and 95 individual clients, 12 of them high net worth.
  • Its average account is about $115,000 (assets it manages divided by its 364 accounts).

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

Facts

Based inAtlanta, Georgia
Websiteecigx.com
Email[email protected]
Phone(770) 374-3146

Cigx fees

Cigx 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 byPercentage of assets · Hourly
Assets managed$42 million
Individual clients83
High-net-worth clients12
Accounts managed364
Employees2
Planning clients11-25
Financial planningOffered
Form ADV filedMarch 2, 2026
SEC recordCRD 149934

Advisors at this firm (3)