Rollins Financial Advisors, LLC 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 14 employees and 982 individual clients, 402 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 1,004 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | rollinsfinancial.com |
| [email protected] | |
| Phone | (404) 892-7967 |
Questions about Rollins Financial Advisors, LLC
How is Rollins Financial Advisors, LLC paid?
Rollins Financial Advisors, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does Rollins Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Rollins Financial Advisors, LLC.
What is the average account at Rollins Financial Advisors, LLC?
Rollins Financial Advisors, LLC's average account is about $1.6 million. That's the assets on its Form ADV divided by its 1,004 accounts.
What does Rollins Financial Advisors, LLC specialize in?
Rollins Financial Advisors, LLC's advisors and website list tax planning.
Rollins Financial Advisors, LLC fees
Rollins Financial Advisors, LLC 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 |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 580 |
| High-net-worth clients | 402 |
| Accounts managed | 1,004 |
| Employees | 14 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-120482) |
| Financial planning | Offered |
| Form ADV filed | April 14, 2026 |
| SEC record | CRD 312921 |