Firm
Resources Asset Management
Ellenwood, Georgia
Fee-only
Resources Asset Management 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 1 employee and 23 individual clients, 16 of them high net worth.
- Its average account is about $510,000 (assets it manages divided by its 41 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Ellenwood, Georgia |
|---|---|
| Website | resourcesassetmanagement.com |
| Phone | (404) 246-7899 |
Resources Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $400 an hour |
|---|---|
| How it charges | Hourly |
In the firm's words
"Expert portfolio consultation and evaluation at $400/hour for non-clients" source
"Expert portfolio consultation and evaluation at $400/hour for non-clients" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 7 |
| High-net-worth clients | 16 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 332003 |