Firm
Lyles Wealth Management
Calhoun, Georgia
Fee-only
Lyles 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 70 individual clients, 21 of them high net worth.
- Its average account is about $254,000 (assets it manages divided by its 163 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Calhoun, Georgia |
|---|---|
| Website | lyleswealth.com |
| Phone | (770) 630-9259 |
Lyles Wealth Management fees
Lyles 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 · Fixed fees |
|---|---|
| Assets managed | $41 million |
| Individual clients | 49 |
| High-net-worth clients | 21 |
| Accounts managed | 163 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 299373 |