Firm
Deasil Wealth Management, LLC
Decatur, Georgia
Fee-only
Deasil Wealth Management, LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 1 of them high net worth.
- Its average account is about $39,000 (assets it manages divided by its 130 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Decatur, Georgia |
|---|---|
| Website | deasilwm.com |
| [email protected] | |
| Phone | (531) 333-2745 |
Deasil Wealth Management, LLC fees
Deasil Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 20 |
| High-net-worth clients | 1 |
| Accounts managed | 130 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 281710 |