Paces Ferry Wealth Advisors

Wealth Management Firm in Atlanta, GA

Firm Info
Address: 2849 Paces Ferry Rd SE Suite 660, Atlanta, GA 30339, USA
Phone: (404) 480-5200

Firm Size
Assets Under Management: $346.1 million
# of Advisors: 4
# of Clients: 561
Client to Advisor Ratio: 140:1
Average Account Size: $616,977
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Paces Ferry Wealth Advisors, LLC Overview

Paces Ferry Wealth Advisors, LLC is a fee-only Registered Investment Advisory firm that is based in Atlanta, Georgia. The firm has been in business since 2019 and offers a range of investment advice services to its clients. These services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. As a fee-only firm, Paces Ferry Wealth Advisors is committed to putting its clients' interests first, and does not receive any commissions or other incentives for recommending specific investment products. This means that clients can trust that the firm is providing unbiased advice that is tailored to their unique financial situation and goals. Paces Ferry Wealth Advisors is an investment advice only firm, which means that it focuses exclusively on providing investment advice and does not engage in any other financial services activities. This allows the firm's advisors to specialize in investment advice, and to stay up-to-date on the latest research and strategies in the field. Overall, Paces Ferry Wealth Advisors is a young but highly capable firm that is committed to providing excellent investment advice services to its clients. With a focus on fee-only arrangements, unbiased advice, and specialized expertise in investment advice, the firm is well-positioned to serve the needs of individuals, small businesses, and institutional clients alike.

PACES FERRY WEALTH ADVISORS, LLC serves a diverse range of clients. Its clientele includes individuals seeking to manage their finances and grow their personal wealth. The firm also caters to high net worth individuals who require complex financial planning and advanced investment strategies. Further, PACES FERRY WEALTH ADVISORS, LLC provides its services to pension or profit sharing plans, charitable organizations, and other types of corporations. The firm's financial experts offer personalized solutions and expertise to all clients regardless of their size or background. PACES FERRY WEALTH ADVISORS, LLC provides its clients with flexible fee structures that cater to their individual preferences. The firm offers a percentage of AUM fee structure, which charges a percentage of the client's total assets under management, typically one to two percent annually. Alternatively, clients can opt for fixed fees structure, which charges a predetermined fee for a specific service. The fixed-fee option eliminates any uncertainty of additional costs and allows the client to plan their budget accordingly. PACES FERRY WEALTH ADVISORS, LLC is committed to providing transparent pricing models and helping its clients choose the best fee structure for their needs.

Typical Clients, Fee Structures & Investment Minimum

According to PACES FERRY WEALTH ADVISORS, LLC's Part 2 Brochure, there is no stated minimum fee or portfolio value required to begin or maintain an investment management relationship with the firm. Therefore, there is no investment minimum mentioned in their Part 2 Brochure. Investors should still contact the firm directly for specific information regarding any potential investment minimums or requirements.

How This Office Can Help Atlanta, GA Residents

Paces Ferry Wealth Advisors is a comprehensive wealth management firm that offers personalized financial planning and investment management services to clients in Atlanta, GA. The firm has a team of experienced financial advisors who take a holistic approach to financial planning and strive to understand each client's unique financial goals, objectives, and challenges. Atlanta residents may face a variety of financial situations, such as managing debt, saving for retirement, buying a home, or funding their children's education. Paces Ferry Wealth Advisors can help clients navigate these challenges by creating a customized financial plan that takes into account their current financial situation and long-term goals. The firm's investment management services can also help clients build and protect their wealth by selecting investment strategies that align with their risk tolerance, time horizon, and overall financial objectives.

To view the Minimum Investment and Fee Schedule for Paces Ferry Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Paces Ferry Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Paces Ferry Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2849 Paces Ferry Rd SE Suite 660, Atlanta, GA 30339, USA
Phone (404) 480-5200
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Paces Ferry Wealth Advisors, LLC is registered to service clients in the following states:

  • Florida
  • Georgia
  • Michigan
  • Nebraska
  • Texas

Disciplinary History

Paces Ferry Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.