Root Wealth Management

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Client assets under management

$33,110,754

Clients

52% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$719,799

About

Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), small businesses, trusts, and charitable organizations. The firm operates with two advisors and manages approximately $33.1 million in client assets across about 46 client relationships, indicating a relatively concentrated, hands‑on client base.

As a fee‑only adviser, the firm combines fundamental analysis and Modern Portfolio Theory to construct diversified portfolios using a mix of passive and active funds, with an emphasis on asset allocation, tax considerations, and risk tolerance. Financial planning is available on both ongoing and project bases, and the firm provides a comprehensive financial plan at no additional cost for clients who meet its managed‑asset threshold.

Distinctive features for a firm of this size include retirement plan services that may include acting as an ERISA 3(38) investment manager for employer plans and institutional relationships with specific custodial platforms (Altruist, Schwab, and Betterment) that supply execution, custody, and practice‑support services. The firm is newly established and registered in 2024 and discloses that legacy pricing for acquired clients may result in fee differences across accounts, which can be atypical among peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

Occupation focus

Founder/Business Owner

Fee options

Fixed

$3,000 to $6,000 fixed fees for Project-Based Financial Planning; $300 to $1,000 monthly fixed fee for Ongoing Financial Planning

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%

Project-based

$400/hour for Project-Based Financial Planning

Subscriptions

Ongoing Financial Planning fees charged monthly ranging from $300 to $1,000

Other

Minimum fee: $5,000 annual minimum fee for Investment Management services Fee-only: Investment Management, Financial Planning, and Retirement Plan Consulting are fee-only

Main office location

Root Wealth Management

Decatur GA, United States

Number of offices

Most active in

Georgia · Louisiana · Texas

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website (404) 445-5745

Advisors at this firm

Mark T

CFP®, Series 63, Series 65

Decatur, GA

Root Wealth Management

Mark Thomas is a CFP® with 11 years of industry experience, currently serving as an advisor at Root Wealth Management since 2024. Prior to this, he operated his own firm, Mark Thomas, L.L.C., for 10 years. Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, small businesses, trusts, and charitable organizations. The firm employs both fundamental analysis and Modern Portfolio Theory to build diversified portfolios, focusing on asset allocation, tax considerations, and risk tolerance.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Kurt D

CFP®

Decatur, GA

Root Wealth Management

Our Services: *Fiduciary* Our client's interests come first 100% of the time *Retirement Income Planning* Providing customer solutions to fit your needs *Active Wealth Management* Strategic and tactical management of your portfolio *Insurance Analysis* Most insurance is sold, not bought. We help you understand the difference *Tax Planning* Long-term tax customization so you don't tip the IRS *Social Security Optimization* Understand your options to make the best decision *Risk Assessment* Determine how much risk to take to meet your goals

Wealth management Active portfolio management Tax-loss harvesting Founder/Business Owner Gen X (Born 1965-1980)

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