Firm
Jamison Private Wealth Management
Milton, Georgia
Fee-only
Jamison Private Wealth Management at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 472 individual clients, 187 of them high net worth.
- Its average account is about $775,000 (assets it manages divided by its 1,358 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Milton, Georgia |
|---|---|
| Website | jamisonwealth.com |
| Phone | (678) 323-3454 |
Jamison Private Wealth Management fees
Jamison Private 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 |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 285 |
| High-net-worth clients | 187 |
| Accounts managed | 1,358 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-57167) |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 109040 |