Fee Only Financial Planner in Decatur, Georgia.
We offer three levels of personalized financial services, all as a fiduciary*.
*Fiduciary - has a legal duty to act in your best interest
1. 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
Starting at $1,500* + $997 one time set up fee.
* Varies depending on complexity
**Billed at the cadence that fits your budget (monthly: $125*, quarterly: $375*)
2. 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.
3. 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