Stanhouse Financial Planning & Mgt.
Duluth, Georgia
Stanhouse Financial Planning & Mgt. at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the MBA.
- Its Form ADV reports 1 employee and 48 individual clients, 22 of them high net worth.
- Its average account is about $416,000 (assets it manages divided by its 80 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Georgia median of $5,000.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Duluth, Georgia |
|---|---|
| Website | stanhousefp.com |
| [email protected] | |
| Phone | (404) 538-0307 |
Questions about Stanhouse Financial Planning & Mgt.
How much does Stanhouse Financial Planning & Mgt. charge?
Stanhouse Financial Planning & Mgt. publishes these prices: ongoing planning: from $1,200 a year; one-time plan: from $2,000; hourly: $340 an hour; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Stanhouse Financial Planning & Mgt. have an account minimum?
No. Stanhouse Financial Planning & Mgt. says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Stanhouse Financial Planning & Mgt. paid?
Stanhouse Financial Planning & Mgt.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Stanhouse Financial Planning & Mgt. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Stanhouse Financial Planning & Mgt., and 1 hold the MBA.
What is the average account at Stanhouse Financial Planning & Mgt.?
Stanhouse Financial Planning & Mgt.'s average account is about $416,000. That's the assets on its Form ADV divided by its 80 accounts.
What does Stanhouse Financial Planning & Mgt. specialize in?
Stanhouse Financial Planning & Mgt.'s advisors and website list retirement planning.
Stanhouse Financial Planning & Mgt. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $2,000 |
| Hourly | $340 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Flat fee |
In the firm's words
"(Minimum: $2,500 – couple, $1,200 – single)" source
"typically between $2,000 - $4,000" source
"based on an hourly project rate of $340/hour" source
"$1 - $249,999 1.00% (minimum quarterly fee is $500)" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 26 |
| High-net-worth clients | 22 |
| Accounts managed | 80 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 150494 |