Advisor at Waverly Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Based on Waverly Advisors, LLC
Based on Waverly Advisors, LLC
Financial Planning fees range from $500 to $50,000 fixed fee basis depending on scope
$0 - varies: 0.25% to 1.5% annually (flat or declining marginal percentages; tiered fees apply) varies+: 0.25% to 1.5% annually (flat or declining marginal percentages; tiered fees apply)
Financial Planning fees range from $75 to $450 per hour depending on scope and professional
Performance-based fees charged for certain affiliated and unaffiliated private funds; details in offering documents
Minimum fee: Annual minimum Advisory Fee generally ranges from $5,000 to $20,000; 401(k) Plan clients subject to annual minimums generally ranging from $5,000 to $50,000; minimums may be waived or reduced Fee-only: Fee-only investment advisory firm; no commissions or transaction-related fees charged by Adviser
3300 Riverwood Parkway, Suite 1075
Atlanta, GA 30339
Georgia
Waverly Advisors, LLC
2022 - Present (4 years)
BT Wealth Management, LLC
2016 - 2022 (6 years)
UGA
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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