Firm
Financial Discovery Group
Atlanta, Georgia
Fee-only
Financial Discovery Group 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 79 individual clients, 44 of them high net worth.
- Its average account is about $345,000 (assets it manages divided by its 343 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | financialdiscovery.net |
| Phone | (404) 816-0160 |
Financial Discovery Group 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 | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our fee is 1.25% annually for clients with investable assets up to $750,000." source
"The annual fee is 1.00% for clients with investable assets above $750,000." source
"Our fee is 1.25% annually for clients with investable assets up to $750,000." source
"we are compensated through a percentage of the assets we manage." 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 · Fixed fees |
|---|---|
| Assets managed | $118 million |
| Individual clients | 35 |
| High-net-worth clients | 44 |
| Accounts managed | 343 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-129977) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 125383 |