Wealth Partners, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$737,688
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$122,948
About
The firm primarily serves individual clients (non‑high‑net‑worth), professionals, retirees and small-to-medium business owners, and also advises corporate retirement plan participants. Its brochure describes fee-only financial planning and portfolio management services offered both as direct, discretionary management and as self-directed oversight.
Wealth Partners operates under a fiduciary standard and follows a documented, systematic planning and investment process that culminates in an Investment Policy Statement and ongoing monitoring. The stated investment approach emphasizes “risk‑controlled active management,” combining strategic long‑term asset allocation with tactical adjustments, diversification across asset classes, and attention to low‑cost investment vehicles and trading expenses.
Noteworthy aspects for a firm of this size include a very small client base and AUM (one advisor, six clients, under $1 million managed) and a principal who discloses a significant outside public‑service role consuming a substantial portion of time. The brochure also discloses relationships with affiliates — including the potential for affiliated accounts to trade alongside client accounts — and references group discounts and community outreach consistent with offering educational seminars or workshops.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Asset allocation services
Expertise
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
General tax planning
Occupation focus
Self-Employed
Retired
Fee options
$0 - $250,000: 1.0% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $4,000,000: 0.55% $4,000,001 - $5,000,000: 0.50% $5,000,000+: Negotiable
Senior Planner Partner: $175/hour; Junior Planner Partner: $125/hour; Administrative Services: $75/hour
Minimum fee: Minimum annual financial planning fee is $500 Fee-only: Fee-only basis; no commissions or third-party compensation received.
Main office location
Wealth Partners, Inc.
Moreland GA, United States
Number of offices
1
Most active in
Wealth Partners, Inc. 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 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
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