Private Family Wealth Advisors at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 138 individual clients, 74 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 371 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| [email protected] | |
| Phone | (404) 848-0950 |
Questions about Private Family Wealth Advisors
How is Private Family Wealth Advisors paid?
Private Family Wealth Advisors's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Private Family Wealth Advisors have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Private Family Wealth Advisors, and 1 hold the CFP.
What is the average account at Private Family Wealth Advisors?
Private Family Wealth Advisors's average account is about $1.1 million. That's the assets on its Form ADV divided by its 371 accounts.
What does Private Family Wealth Advisors specialize in?
Private Family Wealth Advisors's advisors and website list retirement planning, estate & legacy planning and family wealth transfer.
Private Family Wealth Advisors fees
Private Family 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 | $393 million |
| Individual clients | 64 |
| High-net-worth clients | 74 |
| Accounts managed | 371 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-127980) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 325119 |