Firm
Fluid Financial Planning
Columbus, Georgia
Fee-only
Facts
| Based in | Columbus, Georgia |
|---|---|
| Website | fluidfp.com |
| Phone | (706) 332-2544 |
Fluid Financial Planning 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.
| Ongoing planning | From $600 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 0.9% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"an ongoing monthly fee between $50.00 and $100.00 depending on complexity of the plan" source
"The fee for this service will range between $500.00 and $750.00 depending on complexity of the planning requested." source
"$0 - $500,000 - 0.90%" source
"There is no required asset minimum to work with us." 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 | $20 million |
| Individual clients | 103 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 285570 |