Firm
KAM South
Atlanta, Georgia
Fee-only
KAM South 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 87 individual clients, 8 of them high net worth.
- Its average account is about $758,000 (assets it manages divided by its 87 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | kamsouth.com |
| Phone | (404) 843-3745 |
KAM South 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.
| One-time plan | From $225 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"our fee for the in-person meeting is $225." source
"our fee for the in-person meeting is $225." 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 · Performance-based fees |
|---|---|
| Assets managed | $66 million |
| Individual clients | 79 |
| High-net-worth clients | 8 |
| Accounts managed | 87 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 158174 |