Smith & Howard Wealth Management

Smith & Howard Wealth Management at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 6 advisors are listed here; 2 of 6 hold the CFP.
• Its Form ADV reports 10 employees and 217 individual clients, 139 of them high net worth.
• Its average account is about $969,000 (assets it manages divided by its 750 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Smith & Howard Wealth Management fees

Smith & Howard Wealth Management 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

Advisors at this firm (6)

• Bradley Swinsburg

  CFA

• Julio Barahona

• Michael Mueller

  CFP

• Robert Kaercher

• Timothy Agnew

  CFP

• Valerie Nichols

  CFA