Chamberlain Financial Advisors Provides

FEE-ONLY FINANCIAL PLANNING SERVICES

in the Decatur, GA, area

Fee-Only Fiduciary Financial Services in Decatur, Georgia.

As a fee-only fiduciary and independent firm, we get paid for our advice and must put our clients best interests above our own.

1. Hourly Advice & custom Financial Plans

$250/hr

Worried that your investments are too aggressive? To 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.

for DIY’ers who want a plan to follow

Get a unique financial plan or expert advice on a specific financial situation.

2. cfa set yearly fee

$1,999 initiation fee + $200/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 families 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

3. WEALTH management

for people with more than $150K in assets

Josh manages 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 Josh implements, manages and adjusts your portfolio while keeping you updated and in control at all times.

A minimum of $150k in assets 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

4. FREE COLLEGE Affordability assessment

Ideal for high school students with a standardized test score (ACT/SAT) and a list of 3 colleges.

  • Personalized college cost report for one student at three colleges of your choice.

  • Determine how much you can really afford to pay for college.

  • Learn the real price for your select colleges

  • Get one college finance session

5. $1,500 - College cost analysis, payment plan & RETIRE IN STYLE

Ideal for college-bound families who want to plan for college and stay on track for retirement.

  • Personalized college cost report for one student and the colleges of your choice.

  • 3 meetings to create a full college assessment AND a retirement plan.

    • Session 1: Understand your college and retirement goals and collect financial statements

    • Session 2: Get prequalified for college and get a retirement plan.

    • Session 3: Verify action items, forward progress, and course correct as needed.