Firm
Westhollow Wealth Management
Milton, Georgia
Fee-only
Facts
| Based in | Milton, Georgia |
|---|---|
| Website | westhollowwealth.com |
| Phone | (770) 585-0260 |
Westhollow Wealth Management 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.
| Asset-based fee | 0.75% to 1.7% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Investment management fees range from .75% - 1.70%." source
"Investment management fees range from .75% - 1.70%." source
"we charge a percentage of assets under management" 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 · Fixed fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 30 |
| Financial planning | Offered |
| Form ADV filed | August 28, 2026 |
| SEC record | CRD 332854 |