Adapt Wealth Advisors, LLC

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Total assets under management

$327,765,997

Total clients

299

39% high-net worth

Total advisors

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$1,096,207

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning ranging from $1,200 to $20,000 depending on complexity

Percentage

Up to 2% per annum, negotiable based on factors such as size and services

Commissions

Insurance commissions earned by advisory persons licensed as insurance professionals, separate from advisory fees

Project-based

Hourly financial planning fees up to $500 per hour

Other

Fee-only: Fixed fees for financial planning ranging from $1,200 to $20,000; hourly fees up to $500 per hour

Disclosures

Main office location

Adapt Wealth Advisors, LLC

6285 Barfield Rd., Suite 250

Atlanta GA 30328, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 404-594-5559

Advisors at this firm

James T

Series 63, Series 65

Atlanta, GA

Adapt Wealth Advisors, LLC

Jake B

Series 63, Series 65

Atlanta, GA

Adapt Wealth Advisors, LLC

Jonathon M

Series 65, Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Tyler R

CFP®, Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Thomas K

Series 63, Series 65

Atlanta, GA

Adapt Wealth Advisors, LLC

Joseph C

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Donnie R

CFP®, Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Scott H

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Thomas H

CFP®, Series 63

Atlanta, GA

Adapt Wealth Advisors, LLC

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