Wealth Partners, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$737,688
Clients
6
0% 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
6
LowAverage account size
$122,948
About
Wealth Partners Inc. is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to a small roster of individual clients. The brochure lists services including direct-managed and self-directed portfolio management and tailored financial planning and consulting across cash flow, retirement, tax, estate and related areas.
The firm describes a systematic, seven-step planning and investment process that culminates in an Investment Policy Statement, risk-tolerance assessment, broad asset allocation, stress testing and ongoing monitoring. Its stated investment philosophy emphasizes prudent diversification and “risk-controlled active management,” combining a strategic long-term allocation with tactical adjustments while giving attention to trading costs and internal fund expenses.
The brochure also discloses arrangements involving affiliated accounts — noting that the firm and its affiliates may hold positions that are aggregated with client trades and that written allocation procedures and a Code of Ethics govern such activity. Additional noteworthy details include the principal’s significant outside public-safety employment (about one-third of his time), an affiliated family relationship with a mortgage branch manager, and references to group programs and educational workshops alongside individualized advisory services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Asset allocation services
Expertise
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
General tax planning
Occupation focus
Retired
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
$0 - $250,000: 1.0% annually (Direct-Managed Portfolio Management) $250,001 - $500,000: 0.90% annually (Direct-Managed Portfolio Management) $500,001 - $1,000,000: 0.85% annually (Direct-Managed Portfolio Management) $1,000,001 - $2,000,000: 0.75% annually (Direct-Managed Portfolio Management) $2,000,001 - $3,000,000: 0.65% annually (Direct-Managed Portfolio Management) $3,000,001 - $4,000,000: 0.55% annually (Direct-Managed Portfolio Management) $4,000,001 - $5,000,000: 0.50% annually (Direct-Managed Portfolio Management) $5,000,000+: Negotiable (Direct-Managed Portfolio Management) $0 - $250,000: 0.50% annually (Self-Directed Portfolio Management) $250,001 - $500,000: 0.45% annually (Self-Directed Portfolio Management) $500,001 - $1,000,000: 0.40% annually (Self-Directed Portfolio Management) $1,000,001 - $2,500,000: 0.35% annually (Self-Directed Portfolio Management) $2,500,001 - $5,000,000: 0.30% annually (Self-Directed Portfolio Management) $5,000,001 - $10,000,000: 0.25% annually (Self-Directed Portfolio Management) $10,000,001+: Negotiable (Self-Directed Portfolio Management)
Senior Planning 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 accepted
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:
-
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.
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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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