Firm
Gustafsson Wealth Management
Canton, Georgia
Fee-only
Gustafsson Wealth Management at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 28 individual clients, 13 of them high net worth.
- Its average account is about $202,000 (assets it manages divided by its 59 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Canton, Georgia |
|---|---|
| Website | gustafsson-wealthmgmt.com |
| Phone | (770) 753-2700 |
Gustafsson Wealth Management fees
Gustafsson Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Performance-based fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 15 |
| High-net-worth clients | 13 |
| Accounts managed | 59 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 138109 |