Firm
Due West Wealth Advisors
Marietta, Georgia
Fee-only
Facts
| Based in | Marietta, Georgia |
|---|---|
| Website | duewestwealth.com |
| Phone | (470) 416-1617 |
Due West Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"There is no minimum to be a client." source
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 |
|---|---|
| Assets managed | $1 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 333294 |