Firm
Jeffries Wealth
Marietta, Georgia
Fee-only
Facts
| Based in | Marietta, Georgia |
|---|---|
| Website | jeffrieswealth.com |
| Phone | (404) 693-7446 |
Jeffries Wealth 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 $2,400 a year |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Flat fee · Ongoing planning fee · Percentage of assets |
In the firm's words
"$200/mo" source
"0.50%" source
"Simple, transparent pricing based on complexity, not your net worth." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 34 |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 323385 |