Firm
Ridgeback Wealth Management
Peachtree City, Georgia
Fee-only
Ridgeback Wealth 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 9 individual clients, 3 of them high net worth.
- Its average account is about $197,000 (assets it manages divided by its 8 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Georgia median of $5,000.
- 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 | Peachtree City, Georgia |
|---|---|
| Website | ridgebackwealth.com |
| Phone | (770) 202-1288 |
Ridgeback Wealth 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| Hourly | $250 an hour |
| How it charges | Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"Our ongoing financial planning services (excluding our investment management) are available for $3,000-$4,000 annually." source
"Project-based financial planning projects are billed at a rate of $250 per hour." source
"Project-based financial planning projects are billed at a rate of $250 per hour." source
"Our fee is a fixed amount, typically $5,800 per year per household." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 6 |
| High-net-worth clients | 3 |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 331999 |