Quigley Financial
Peachtree City, Georgia
Fee-only
Quigley Financial 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 41 individual clients, 33 of them high net worth.
- Its average account is about $572,000 (assets it manages divided by its 190 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Peachtree City, Georgia |
|---|---|
| Website | quigleyfinancial.com |
| [email protected] | |
| Phone | (678) 520-2327 |
Questions about Quigley Financial
How is Quigley Financial paid?
Quigley Financial's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Quigley Financial have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Quigley Financial.
What is the average account at Quigley Financial?
Quigley Financial's average account is about $572,000. That's the assets on its Form ADV divided by its 190 accounts.
Quigley Financial fees
Quigley Financial 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $109 million |
| Individual clients | 8 |
| High-net-worth clients | 33 |
| Accounts managed | 190 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 144704 |