Firm
FERN Impact
Duluth, Georgia
Fee-only
FERN Impact 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 2 employees and 5 individual clients.
- Its average account is about $347,000 (assets it manages divided by its 5 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Duluth, Georgia |
|---|---|
| Website | fernimpact.com |
| Phone | (914) 471-7345 |
FERN Impact fees
FERN Impact 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 · Performance-based fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 5 |
| Accounts managed | 5 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 164264 |