Firm
Schumpert Investments
Kennesaw, Georgia
Fee-only
Schumpert Investments 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 69 individual clients.
- Its average account is about $49,000 (assets it manages divided by its 170 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Kennesaw, Georgia |
|---|---|
| Website | schumpertinvestments.com |
| Phone | (678) 447-5387 |
Schumpert Investments fees
Schumpert Investments 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 | $8 million |
| Individual clients | 69 |
| Accounts managed | 170 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 307863 |