Attend Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Attend Wealth provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities. The firm charges asset‑based advisory fees and may also refer clients to third‑party advisers as part of its service model.
The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and applies modern portfolio theory with a long‑term trading orientation to construct tailored allocations. It requires clients to custody assets at Schwab Institutional, implements trades with client authorization rather than through discretionary authority, and may place portions of portfolios with third‑party managers available through Schwab.
Attend Wealth operates as a single‑advisor practice with a small client base (13 clients and about $2.3 million in assets under management), and the brochure discloses that the principal also acts as a licensed insurance agent and a registered representative of a broker‑dealer, creating disclosed conflicts of interest when insurance products are recommended. The firm also notes operational features that diverge from many peers — it does not aggregate trades, does not participate in wrap fee programs, and typically delivers financial plans as one‑time engagements — items prospective clients may wish to review when comparing service and execution practices.
Client services
Expertise
Fee options
Financial planning fixed fees between $1,500 and $10,000, negotiable.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65%
Main office
999 Peachtree, #418
Atlanta GA 30309
Advisors at this office
1
Most active in
Georgia
Also doing business as
Attend Wealth · Attend Wealth Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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