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Private Family Wealth Advisors

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Client assets under management

$386,790,474

Clients

138

54% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

69

High

Average account size

$2,802,830

About

Private Family Wealth Advisors provides investment management, stand‑alone financial planning, and retirement‑plan consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and employer‑sponsored plans. The firm primarily implements discretionary portfolio management and also offers ERISA‑focused fiduciary consulting for retirement plans.

Portfolios are customized using macroeconomic, fundamental, cyclical and technical analysis and may include individual equities, fixed income, ETFs, mutual funds, listed options and separately managed accounts. The firm routinely employs third‑party sub‑advisers and model/third‑party managers to implement strategies, conducts ongoing monitoring of those managers, and performs periodic reviews of client accounts.

The firm is notable for a high level of assets under management relative to its advisor count — approximately $393 million in regulatory AUM with nearly all assets managed on a discretionary basis, a configuration that is uncommon among supported firms. It maintains a custodial relationship with Charles Schwab and discloses receipt of client‑support reimbursements and other Schwab‑provided services; the firm has also changed its proxy voting practice to generally not vote proxies unless a client elects to have the firm do so.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Concentrated stock management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and consulting services charged on a flat fee basis starting at $12,000; total fee negotiable based on scope and complexity.

Percentage

$0 - $1 million: 1.25% $1 million - $5 million: 0.80% $5 million - $25 million: 0.60% $25 million - $100 million: 0.50% $100 million+: Negotiable

Other

Account minimum: $2 million (negotiable or waivable based on circumstances)

Main office location

Private Family Wealth Advisors

3350 Riverwood Pkwy Se, Suite 650

Atlanta GA 30339-6401, United States

Number of offices

1

Most active in

More info

Georgia · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

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

Quick links

LinkedIn Website 404-848-0950

Advisors at this firm

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Scott M

CFP®, Series 63, Series 65

Atlanta, GA

Private Family Wealth Advisors

Scott Mackenzie is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Private Family Wealth Advisors in Atlanta, GA. He previously worked for Wells Fargo Advisors Financial Network LLC from 2009 to 2023. Private Family Wealth Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm primarily provides discretionary portfolio management using a range of investment strategies and routinely employs third-party sub-advisers and model managers to implement and monitor client portfolios.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar

Thomas H

CFA®

Atlanta, GA

Private Family Wealth Advisors

Thomas Healy is a CFA® charterholder affiliated with Private Family Wealth Advisors in Atlanta, GA, with seven years of industry experience. He previously worked at Iron Capital Advisors and has a background that includes accounting consulting through Rod & Associates Accountancy LLC, where he provides business consulting and financial modeling. Private Family Wealth Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs a customized, multi-strategy approach and manages approximately $393 million in assets, primarily on a discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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