FamilyRoot Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,206,428
Total clients
11
36% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$473,312
About
The firm provides discretionary investment management and ongoing financial planning to individual and high-net-worth clients. It operates on a fee-only basis and generally charges percentage-of-assets fees for portfolio management while offering an ongoing, recurring fixed-fee financial planning option.
The firm’s investment process is asset-allocation driven and informed by Modern Portfolio Theory, blending passive and active funds and, when appropriate, outsourcing portions of portfolios to outside managers or subscribing to third‑party model portfolios. Accounts are typically managed on a discretionary basis with quarterly reviews and long-term holding horizons; clients may impose reasonable written restrictions on investments.
Compared with many peers, the adviser is newly registered and manages a small client roster with modest assets under management, and the firm is led by a principal whose background includes capital‑markets and secondary‑loan trading and registered‑representative experience. The firm also uses institutional platform features — including access to a model marketplace, the ability to debit fees directly, and the operational option to use standing letters of authorization — and it does not accept commissions for client recommendations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
General estate planning guidance
Retirement income strategy
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Financial Planning recurring fee: $243.75 per quarter, paid in advance
Minimum fee: Financial Planning initial fee: $1,750 - $3,500; recurring fee: $243.75 per quarter Fee-only: Fee-only firm; compensated solely by clients for advisory services; no commissions or sales-related compensation
Main office location
FamilyRoot Wealth Advisors, LLC
Newnan GA, United States
Number of offices
1
Most active in
FamilyRoot Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Texas
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 not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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