E
Edward Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,626,021
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
26
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$62,539
About
The firm provides advisory services to individuals, high‑net‑worth investors and business entities, offering asset management, hourly financial planning, and retirement‑plan consulting. It also refers clients to third‑party managers and may engage sub‑advisors to implement portfolios, and its current reporting shows assets managed on a non‑discretionary basis.
Its investment process draws on a mix of fundamental and technical analysis, charting and Modern Portfolio Theory, and can include long‑ and short‑term holdings, options strategies and margin where appropriate. When placing clients with third‑party managers or sub‑advisors the firm conducts ongoing monitoring and discloses that it receives referral fees and shares in TPM fees as part of those relationships.
What is distinctive about the firm is its affiliation with an insurance business (Edward Financial Group LLC), with a substantial portion of the owner’s time devoted to insurance activities and typical commission compensation disclosed as a potential conflict of interest. The firm also provides ERISA 3(21) pension plan services—helping to develop investment policy statements, monitor plan options and provide participant education—which is a relatively uncommon service among similar independent, solo advisory practices.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Fee options
One-time plan setup fee for ERISA plans up to $2,500
$0 - $500,000: 1.5% annually $500,001 - $1,500,000: 1.2% annually Over $1,500,000+: 1.0% annually
$350 per hour for financial planning services
Main office location
Edward Wealth Partners
351 Thornton Rd, Ste 117
Lithia Springs GA 30122, United States
Number of offices
1
Most active in
Edward Wealth Partners 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
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