Openhanded Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$853,645
Clients
14
29% 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
14
LowAverage account size
$60,975
About
Openhanded Wealth LLC provides investment management and comprehensive financial planning to individuals, high-net-worth individuals, and small business owners, offering both ongoing advisory relationships and project-based planning engagements. The firm operates on a fee-only basis and typically charges percentage-of-assets fees for discretionary portfolio management while also advising on retirement, estate, tax, insurance, and business-planning matters.
The firm’s investment process is grounded in asset allocation and Modern Portfolio Theory, with a preference for passive, low-turnover mutual funds and ETFs and the use of outside managers or model portfolios to implement client strategies. It also applies a Biblically Responsible Investing (BRI) overlay by selecting screened funds from families such as Eventide, Inspire Investing, Timothy Plan, and OneAscent, and it makes use of the Altruist Model Marketplace and custodial platform to deploy models and administer accounts.
Notable distinctions include the firm’s use of client testimonials in its advertising, a practice that is uncommon among independent advisers, and its institutional relationship with Altruist, which it recommends as the primary custodian and uses for model subscriptions. Openhanded Wealth is a single-advisor, fee-only practice managing a modest asset base (roughly $853,000 across a small client roster), which may affect scale, platform access, and how services are delivered compared with larger firms.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $2,500 to $25,000; initial financial plan fee ranges from $1,000 to $10,000, negotiable and may be waived.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
$400/hour, negotiable depending on client circumstances.
Ongoing Financial Planning fees ranging from $100 to $5,000 per month, paid monthly in advance, based on complexity and client needs.
Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office location
Openhanded Wealth LLC
Holly Springs GA, United States
Number of offices
1
Most active in
Openhanded Wealth LLC has reported serving >5 clients in these states in the last 12 months.
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:
-
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.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")