Access Planning Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,161,458
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
28
39% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$720,052
About
Access Planning Partners, LLC is a fee‑only, state‑registered independent financial planning firm that primarily serves individual clients through comprehensive one‑time and ongoing financial planning and portfolio management. The firm also works with businesses, trusts, and pension or profit‑sharing plan sponsors, providing retirement account advice and implementation through custodial platforms and third‑party managers.
The firm's investment approach is grounded in Modern Portfolio Theory and generally favors passive asset allocation using index mutual funds and ETFs, while also recommending third‑party discretionary managers when appropriate (including platforms such as Betterment for Advisors and GeoWealth). Clients receive tailored investment policy guidance and periodic reviews, with implementation and trading coordinated via the recommended custodians and asset‑management platforms.
Distinctive features include a principal who maintains an active certified public accounting and tax preparation/bookkeeping practice, enabling integrated tax‑aware planning (clients are not required to use those tax services), a structure that is uncommon among independent solo advisers. The firm’s provision of pension consulting and ongoing employee benefit plan services — with recognition of ERISA fiduciary responsibilities for plan engagements — is also relatively uncommon for a firm of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
Fixed fee for Comprehensive Financial Planning between $750 and $7,500
$250 per hour, billed in 15-minute increments after the first hour
Ongoing financial planning services paid as fixed quarterly fee ranging from $150 to $3,000
Minimum fee: Fixed fee ranging from $750 to $7,500 for Comprehensive Financial Planning Fee-only: Fee-only compensation; no commissions or third-party compensation accepted
Main office location
Access Planning Partners, LLC
Alpharetta GA, United States
Number of offices
1
Most active in
Access Planning Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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