Firm
Financial Staples
Atlanta, Georgia
Fee-only
Financial Staples at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 9 of them high net worth.
- Its average account is about $227,000 (assets it manages divided by its 78 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Georgia median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | financialstaples.com |
| [email protected] | |
| Phone | (770) 742-8609 |
Financial Staples fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Ongoing planning fee · Flat fee |
In the firm's words
"Annual fee starting at $6,000 for individuals and $9,000 for couples" source
"Annual fees are billed monthly or quarterly in advance." source
"Annual fee starting at $6,000 for individuals and $9,000 for couples" 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 | $18 million |
| Individual clients | 12 |
| High-net-worth clients | 9 |
| Accounts managed | 78 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 284652 |