Financial Consultants Group, Inc
Cumming, Georgia
Financial Consultants Group, Inc at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFP.
- Its Form ADV reports 8 employees and 235 individual clients, 64 of them high net worth.
- Its average account is about $326,000 (assets it manages divided by its 577 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Cumming, Georgia |
|---|---|
| [email protected] | |
| Phone | (770) 627-2121 |
Questions about Financial Consultants Group, Inc
How is Financial Consultants Group, Inc paid?
Financial Consultants Group, Inc's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Financial Consultants Group, Inc have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Financial Consultants Group, Inc, and 4 hold the CFP.
What is the average account at Financial Consultants Group, Inc?
Financial Consultants Group, Inc's average account is about $326,000. That's the assets on its Form ADV divided by its 577 accounts.
Financial Consultants Group, Inc fees
Financial Consultants Group, Inc 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $188 million |
| Individual clients | 171 |
| High-net-worth clients | 64 |
| Accounts managed | 577 |
| Employees | 8 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-123013) |
| Financial planning | Offered |
| Form ADV filed | July 22, 2026 |
| SEC record | CRD 108062 |