Southeast Asset Advisors

Southeast Asset Advisors at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 8 advisors are listed here; 3 of 8 hold the CFP.
• Its Form ADV reports 14 employees and 281 individual clients, 185 of them high net worth.
• Its average account is about $3.1 million (assets it manages divided by its 1,356 accounts).

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

Facts

Southeast Asset Advisors fees

Southeast Asset Advisors 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 (8)

• Bernard Lanigan

• Charles Jackson

  CFA

• David Fletcher

• Frank Mercer

  CFP

• Granger Osborne

• Jacob Odum

  CFP

• Mark Saussy

  CFP

• Thomas Leland