Firm
Prana Wealth
Atlanta, Georgia
Fee-only
Prana Wealth 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 28 individual clients, 11 of them high net worth.
- Its average account is about $341,000 (assets it manages divided by its 80 accounts).
- Its ongoing planning fee starts at $3,900 a year, below the Georgia median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | pranawealth.com |
| [email protected] | |
| Phone | (404) 500-7296 |
Prana Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,900 a year |
|---|---|
| One-time plan | From $8,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"From $3,900/yr" source
"$8,000 flat" source
"Best for $1.5M+ in investable assets." source
"A percentage of assets under management, tiered, with lower rates on larger relationships." 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 · Fixed fees |
|---|---|
| Assets managed | $27 million |
| Individual clients | 17 |
| High-net-worth clients | 11 |
| Accounts managed | 80 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 26, 2026 |
| SEC record | CRD 289322 |