Marbella Wealth Advisory Group, LLC 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 1 individual clients, 1 of them high net worth.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| [email protected] | |
| Phone | (404) 929-0033 |
Questions about Marbella Wealth Advisory Group, LLC
How is Marbella Wealth Advisory Group, LLC paid?
Marbella Wealth Advisory Group, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Marbella Wealth Advisory Group, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Marbella Wealth Advisory Group, LLC.
Marbella Wealth Advisory Group, LLC fees
Marbella Wealth Advisory Group, LLC 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 |
|---|---|
| High-net-worth clients | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 334299 |