Fee Only, Fiduciary Financial Planner in Decatur, Georgia.
As a fiduciary, fee-only independent firm we get paid for our advice and by law must put our clients best interests above our own.
1. Financial Checkup
Gain the peace of mind, knowing where your family stands, with a financial checkup.
You have investments, but are they enough?
Get a Financial Checkup to learn if you are on track or need to course correct, before it’s too late.
Meet with Financial Advisor and fiduciary Josh Chamberlain for an unbiased assessment. We can work from the comfort of your own home, in under three hours.
Based on you and your family’s goals, investments, insurance coverage, debt, spending and income, Josh can calculate whether you are on track for three critical areas:
Financial Checkup $387 Contact Josh to schedule your Financial Checkup
2. annual subscription
people with less than $125k in assets, this is a great way to get access to a financial advisor on an ongoing basis.
For those just starting to save for retirement and want to stay ahead of the game. Chamberlain Financial Advisors will create and manage your plan, guide you through the implementation process, monitor your investments and advise you as life changes.
If you have less than $125k in assets, this is a great way to get access to fee only professional advice, all for less than your monthly yoga or Xfit membership. The service includes:
Create your personalized financial plan
No asset requirement
Virtual planning available
$997 initiation fee + $150* /month
* Varies depending on complexity
3. Financial Plans
We start with you: your goals, how you handle your finances, risk tolerance and responsibilities.
Then we review and adjust your budget to allow you to fund your short-term and long-term goals:
people who want a custom financial plan that they can implement and manage themselves.
Create a budget in line with your goals
Set a safety net/rainy day fund
Recommend health/life/disability insurance requirements to keep you and your family safe ( We don't sell insurance.)
Employee benefit allocations
Establish your number
After short term goals are addressed, focus on your mid-term and long-term goals:
Children's education funds
Long term investments
Estimated retirement age
Ensure your wills are in proper order and your assets will be properly distributed when needed.
Once your financial plan is complete, you can implement it yourself or the fee only professionals at Chamberlain Financial Advisors can manage it closely for you.
Financial plans typically require 8-12 hours at $125/hr.
4. WEALTH management
people who prefer a professional to manage their wealth while staying informed and in control.
Implementing, monitoring and adjusting a financial plan is a big time commitment and responsibility to handle on your own. Chamberlain Financial Advisors provides a dedicated professional to manage portfolios for those that don’t have the time and would prefer a expert to manage their wealth while keeping them informed and in control. This includes:
Implement: We do the hard work of creating accounts, selecting the proper investments and kicking things off.
Monitor: We watch what is happening with the plan from both a strategic and tactical perspective at intervals, to ensure results.
Report: We provide easy to read and understand reports so you know exactly where you stand.
Adjust: We adjust as market and life variables change around your plan and its implementation, we will work to ensure it is adjusted to continue to meet your goals with your risk tolerance.
Annualized Asset-Based Fee
1.00% (100 basis points)
0.85% (85 basis points)
0.75% (75 basis points)
assets under management fees
$0 - $2,000,000
$2,000,001 - $5,000,000
$5,000,001 - Above