Piece of Wealth Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,769,000
Clients
13
0% high-net worth
Advisors
1
of 2 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
13
LowAverage account size
$136,077
About
Piece of Wealth Planning provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that combines investment management, ongoing planning, and personal tax return preparation. The firm also offers limited-scope, hourly, and project-based planning, educational seminars, and accounting support services for self-employed individuals and small businesses.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive investment management, constructing diversified, index-based portfolios intended for long-term, tax-conscious investing with relatively low turnover. Investment management is offered on a discretionary basis only as part of the Comprehensive Financial Planning Package, with annual reviews and regular client reporting.
Noteworthy among peers, Piece of Wealth Planning explicitly integrates accounting and tax services with its advisory offering—bookkeeping, payroll, small-business accounting, and tax preparation can be bundled or discounted for clients—reflecting the firm’s accounting expertise alongside planning. The brochure also discloses a contractual relationship between a principal and another investment adviser that the firm identifies as a potential conflict to be managed; the firm operates with a small team (two advisors) and a limited client base with under $2 million in reported AUM.
Client services
Financial planning
Portfolio management
Tax preparation services
Expertise
Income planning
Charitable giving & philanthropy
Business ownership considerations
Tax-loss harvesting
Occupation focus
Self-Employed
Founder/Business Owner
Demographic focus
Young Professionals
Fee options
Comprehensive Financial Plan: $1,750 - $3,000; Project-Based Financial Planning: $300 - $10,000; Fixed annual fee for clients with AUM below $500,000: $450 - $1,250 per month
$500,000 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.85% annually $1,500,001 - $3,000,000: 0.75% annually $3,000,001+: Negotiable
$250 per hour, billed in 15-minute increments, minimum one hour
Main office location
Piece of Wealth Planning LLC
Dacula GA, United States
Number of offices
1
Most active in
Piece of Wealth Planning 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:
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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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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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