Firm
FWI Wealth Management
Atlanta, Georgia
Fee-only
FWI Wealth Management 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 23 individual clients, 18 of them high net worth.
- Its average account is about $642,000 (assets it manages divided by its 94 accounts).
- Its ongoing planning fee starts at $5,000 a year, in line with the Georgia median of $5,000.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | fwiwealth.com |
| [email protected] | |
| Phone | (404) 788-1582 |
FWI Wealth Management 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 $5,000 a year |
|---|---|
| One-time plan | From $3,850 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"The minimum annual fee is $5,000" source
"Initial Financial Planning Fee: $3,850" source
"First $1,000,000 1.0%" source
"Ongoing Financial Planning and Investment Management Fee:" 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 | $60 million |
| Individual clients | 5 |
| High-net-worth clients | 18 |
| Accounts managed | 94 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 168903 |