Firm
Premier Financial Advisory Services
Suwanee, Georgia
Fee-only
Premier Financial Advisory Services at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 117 individual clients, 15 of them high net worth.
- Its average account is about $228,000 (assets it manages divided by its 164 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Suwanee, Georgia |
|---|---|
| Website | premieradvisoryservices.com |
| Phone | (404) 921-9755 |
Premier Financial Advisory Services fees
Premier Financial Advisory Services 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 |
|---|---|
| Assets managed | $37 million |
| Individual clients | 102 |
| High-net-worth clients | 15 |
| Accounts managed | 164 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 125197 |