Register Financial Advisors, LLC

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Total assets under management

$396,907,109

Total clients

399

29% high-net worth

Total advisors

of 19 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$994,755

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial Planning Consulting Services fixed fees ranging from $500 to $5,000 depending on complexity

Percentage

$0 - $250,000: 2.50% annually (RFIM Non-Wrap Fee) $250,001 - $500,000: 2.00% annually (RFIM Non-Wrap Fee) $500,001 - $1,000,000: 1.80% annually (RFIM Non-Wrap Fee) $1,000,001 - $2,000,000: 1.50% annually (RFIM Non-Wrap Fee) $2,000,001+: Negotiable (RFIM Non-Wrap Fee) $0 - $400,000: 1.75% annually (TAMP program) $400,001 - $750,000: 1.25% annually (TAMP program) $750,001 - $1,000,000: 1.00% annually (TAMP program) $1,000,001 - $3,000,000: 0.75% annually (TAMP program) $3,000,001 - $10,000,000: 0.60% annually (TAMP program) $10,000,001 - $25,000,000: 0.50% annually (TAMP program) $25,000,001+: Negotiable (TAMP program)

Project-based

Hourly rates available for financial planning, specific rate varies and is provided in advance

Other

Account minimum: $50,000 (general minimum for fee-based accounts); $5,000 (minimum for TAMP accounts; may be reduced at management discretion) Minimum fee: Minimum annual fee of $100 in the TAMP program; minimum quarterly program fee of $250 or more in wrap fee programs Fee-only: Financial Planning Consulting Services: fixed fees ranging $500 to $5,000 depending on complexity or hourly rates (negotiable; estimate provided in advance)

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

3500 Lenox Road, Suite 1700

Atlanta GA 30326, United States

Number of offices

Forms ADV

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

Quick links

Website 404-364-2180

Advisors at this firm

Adam W

Series 66

Atlanta, GA

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Stock option exercise strategy Business ownership considerations General estate planning guidance Founder/Business Owner Divorced Widow/Widower

Andrew M

CFP®, Series 63, Series 65

Atlanta, GA

Edward W

Series 63

Atlanta, GA

Charles P

Series 63

Atlanta, GA

Gilbert B

Series 63, Series 65, Series 66

Atlanta, GA

Erin T

CFP®, Series 65

Atlanta, GA

Blair R

Series 66

Atlanta, GA

Ari D

Series 63, Series 65

Atlanta, GA

Thomas C

Series 63, Series 65

Alpharetta, GA

Scott R

Series 66

Atlanta, GA

Hafeez F

Series 63, Series 66

Atlanta, GA

Robin L

Series 63

Atlanta, GA

George R

Series 63, Series 66

Atlanta, GA

David P

Series 66

Atlanta, GA

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