VIP Wealth Advisors 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 1 employee and 30 individual clients, 27 of them high net worth.
- Its average account is about $612,000 (assets it manages divided by its 206 accounts).
- Its ongoing planning fee starts at $8,500 a year, above the Georgia median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Decatur, Georgia |
|---|---|
| Website | vipwealthadvisors.com |
| [email protected] | |
| Phone | (917) 319-8281 |
Questions about VIP Wealth Advisors
How much does VIP Wealth Advisors charge?
VIP Wealth Advisors publishes these prices: ongoing planning: from $8,500 a year. We found this on its website, checked October 28, 2026.
How is VIP Wealth Advisors paid?
VIP Wealth Advisors's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does VIP Wealth Advisors have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at VIP Wealth Advisors.
What is the average account at VIP Wealth Advisors?
VIP Wealth Advisors's average account is about $612,000. That's the assets on its Form ADV divided by its 206 accounts.
What does VIP Wealth Advisors specialize in?
VIP Wealth Advisors's advisors and website list equity compensation, tax planning, estate & legacy planning and retirement planning.
Is VIP Wealth Advisors accepting new clients?
Yes, according to VIP Wealth Advisors's website, checked October 28, 2026.
Does VIP Wealth Advisors work with clients virtually?
Yes. VIP Wealth Advisors's website says it works with clients virtually.
VIP Wealth Advisors 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 $8,500 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Pricing typically ranges from $8,500 to $15,500 (Annually)*" source
"We’re best suited for households with $1M+ in investable assets and/or incomes of $250K and above." source
"Pricing typically ranges from $8,500 to $15,500 (Annually)*" source
"we charge a flat annual fee that is NOT a percentage of the size of your investable assets." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $126 million |
| Individual clients | 3 |
| High-net-worth clients | 27 |
| Accounts managed | 206 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-135891) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 335528 |