OBN Wealth Advisors

OBN Wealth Advisors at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 1 advisor is listed here, who holds the ChFC.
• Its Form ADV reports 1 employee and 42 individual clients.
• Its average account is about $147,000 (assets it manages divided by its 95 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

OBN Wealth Advisors fees

OBN Wealth Advisors 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

Advisors at this firm (1)

• Orrodon Dinkins

  ChFC