Firm
Paces Ferry Wealth Advisors
Atlanta, Georgia
Fee-only
Paces Ferry Wealth Advisors at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 6 employees and 198 individual clients, 107 of them high net worth.
- Its average account is about $704,000 (assets it manages divided by its 698 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | pacesferrywealth.com |
| Phone | (404) 480-5200 |
Paces Ferry Wealth Advisors fees
Paces Ferry 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $491 million |
| Individual clients | 91 |
| High-net-worth clients | 107 |
| Accounts managed | 698 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-114559) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 300057 |