Firm
Shadowbrook Private
Sugar Hill, Georgia
Fee-only
Shadowbrook Private 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 2 employees and 35 individual clients, 28 of them high net worth.
- Its average account is about $395,000 (assets it manages divided by its 144 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Sugar Hill, Georgia |
|---|---|
| Website | shadowbrookwealth.com |
| [email protected] | |
| Phone | (646) 884-4874 |
Shadowbrook Private 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.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The Advisor has a minimum relationship size of $500,000." source
"Portfolio Size $3,000,000+" source
"The Advisor has a minimum relationship size of $500,000." source
"Clients pay an annual fee based on their asset level." 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 |
|---|---|
| Assets managed | $57 million |
| Individual clients | 7 |
| High-net-worth clients | 28 |
| Accounts managed | 144 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 317772 |