Firm
IRC Wealth
Atlanta, Georgia
Fee-only
IRC Wealth at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 7 advisors are listed here; 2 of 7 hold the ChFC.
- Its Form ADV reports 11 employees and 366 individual clients, 149 of them high net worth.
- Its average account is about $620,000 (assets it manages divided by its 1,076 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | ircwealth.com |
| Phone | (404) 968-9348 |
IRC Wealth fees
IRC Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $667 million |
| Individual clients | 217 |
| High-net-worth clients | 149 |
| Accounts managed | 1,076 |
| Employees | 11 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-64349) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 132022 |