Firm
Mason Wealth Strategies
Cumming, Georgia
Fee-only
Mason Wealth Strategies 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 17 individual clients, 2 of them high net worth.
- Its average account is about $245,000 (assets it manages divided by its 21 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Cumming, Georgia |
|---|---|
| Website | masonws.com |
| [email protected] | |
| Phone | (404) 538-8869 |
Mason Wealth Strategies 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"1.00% annually for households with investments of $100,000 or less and 0.80% for balances greater than $100,000" source
"The standard advisory fee on the market value of the assets under management is 1.00% annually for households with investments of $100,000 or less" source
"hourly project-based planning for a specific goal" 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 | $5 million |
| Individual clients | 15 |
| High-net-worth clients | 2 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 308456 |