Piece of Wealth Planning LLC
Athens, Georgia
Piece of Wealth Planning 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 2 employees and 13 individual clients.
- Its average account is about $61,000 (assets it manages divided by its 29 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Athens, Georgia |
|---|---|
| Website | pieceofwealthplanning.com |
| [email protected] | |
| Phone | (100) 000-0000 |
Questions about Piece of Wealth Planning LLC
How is Piece of Wealth Planning LLC paid?
Piece of Wealth Planning LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Piece of Wealth Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Piece of Wealth Planning LLC.
What is the average account at Piece of Wealth Planning LLC?
Piece of Wealth Planning LLC's average account is about $61,000. That's the assets on its Form ADV divided by its 29 accounts.
What does Piece of Wealth Planning LLC specialize in?
Piece of Wealth Planning LLC's advisors and website list physicians & residents, tax planning, small business owners and retirement planning.
Piece of Wealth Planning LLC fees
Piece of Wealth Planning 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 13 |
| Accounts managed | 29 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 28, 2026 |
| SEC record | CRD 307247 |