Firm
Mike Sena Advisors
Roswell, Georgia
Fee-only
Facts
| Based in | Roswell, Georgia |
|---|---|
| Website | mikesenaadvisors.com |
| Phone | (404) 569-6612 |
Mike Sena Advisors 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 $10,000 a year |
|---|---|
| How it charges | Flat fee · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Retainer starts at $2,500." source
"My services are flat-fee based, billed quarterly, with no commissions." source
"Choose between hourly, project-based, or quarterly retainer" source
"I offer project-based engagements, including financial planning and business structuring." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $17 million |
| Individual clients | 3 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 313729 |