Firm
Financial Architects
Woodstock, Georgia
Fee-only
Financial Architects at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 100 individual clients, 61 of them high net worth.
- Its average account is about $577,000 (assets it manages divided by its 345 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Woodstock, Georgia |
|---|---|
| Website | financialarchitectsllc.com |
| [email protected] | |
| Phone | (770) 517-8160 |
Financial Architects 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"First $2,000,000 1.00%" source
"We generally do not accept new clients with less than $2,000,000 for wealth management." source
"Our wealth management fees are graduated as follows:" source
"Typical comprehensive financial planning engagements are $5,000 but may be more (or occasionally less) depending on the complexity of the situation." 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 · Fixed fees |
|---|---|
| Assets managed | $199 million |
| Individual clients | 39 |
| High-net-worth clients | 61 |
| Accounts managed | 345 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-125000) |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 116027 |