Chamberlain Financial Advisors Provides
FEE-ONLY FINANCIAL PLANNING SERVICES
in the Decatur, GA, and Lake Oconee area
Fee-only fiduciary financial services based in Decatur, GA, and Lake Oconee, GA.
As a fee-only fiduciary and independent firm, we get paid for our advice and must put our clients best interests above our own.
Wealth Management
For families with more than $150K in assets
We manage your portfolio while keeping you updated and in control.
1% of assets under management
A close partnership with all the benefits of a CFA annual membership, plus we implement, manage and adjusts your portfolio while keeping you updated and in control at all times.
A minimum of $150k in assets is required.
Annualized Asset-Based Fee & Assets Under Management Management Fees
1.00% (100 basis points) = $0-$2m
0.85% (85 basis points) = $2m -$5m
0.75% (75 basis points) = $5,000,001 - Above
CFA set yearly fee
$1,999 initiation fee + $250/month*
For families with less than $150K in assets
This is a great way to get a partner who will help you reach your financial goals.
Provides families with less than $150k in assets, a custom financial plan and access to a financial advisor on an ongoing basis. The goal is joyfully working towards your family’s ultimate potential. Are you intentional with your finances?
The service includes:
Personalized financial plan
Full implementation
Ongoing guidance
Investment advice
No asset requirement
Virtual planning available
* Price varies depending on complexity
Divorce financial planning
Our mission is to empower individuals and couples with financial expertise for optimal outcomes. Our certified divorce experts guide you in making informed decisions for a secure financial future, striving to make divorce non-adversarial, clear, and affordable by offering thorough analysis, solutions, negotiation advice, and support to turn uncertainty into confidence. Our services include Financial Neutral for couples seeking a collaborative approach to asset splits and support calculations, Financial Advocate for those driving the divorce process or feeling at a financial disadvantage, and Post-Divorce Support to assist with tasks like consolidating accounts and updating wills.
Divorce is hard. It can be one of the largest financial transactions you will ever make, and one that will have the greatest impact on your future.
College planning
Plan for College Like a Pro
Click here for a FREE customized report and demystify your student’s college financial aid outlook.
Our college planning services offer three options to guide you through higher education finances.
The College Affordability Assessment is perfect for high school students with ACT/SAT scores and three college choices, providing a free cost report and one finance session.
For families unsure of their budget, the $899 College Cost and Affordability Assessment includes a detailed cost report for multiple colleges, two finance sessions, and a FAFSA audit.
The $1,500 College Cost Analysis, Payment Plan & Retire in Style package offers a personalized cost report, three meetings to plan for college and retirement, and ongoing support to ensure financial goals are met.
Hourly advice & custom financial plans
$350/hr
Worried that your investments are too aggressive or too conservative?
Will you have enough to retire?
Curious about buying a new house but not sure how much you can afford?
Are you a DIY’er and just need a jump start?
Financial advice and custom financial plans that you can implement and manage yourself.
Personalized financial plans typically require 8-12 hours.