Edward Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,626,021
Clients
26
Advisors
1
of 1 employees
About
The firm provides advisory services to individuals, high‑net‑worth investors and business entities, offering asset management, hourly financial planning, and retirement‑plan consulting. It also refers clients to third‑party managers and may engage sub‑advisors to implement portfolios, and its current reporting shows assets managed on a non‑discretionary basis.
Its investment process draws on a mix of fundamental and technical analysis, charting and Modern Portfolio Theory, and can include long‑ and short‑term holdings, options strategies and margin where appropriate. When placing clients with third‑party managers or sub‑advisors the firm conducts ongoing monitoring and discloses that it receives referral fees and shares in TPM fees as part of those relationships.
What is distinctive about the firm is its affiliation with an insurance business (Edward Financial Group LLC), with a substantial portion of the owner’s time devoted to insurance activities and typical commission compensation disclosed as a potential conflict of interest. The firm also provides ERISA 3(21) pension plan services—helping to develop investment policy statements, monitor plan options and provide participant education—which is a relatively uncommon service among similar independent, solo advisory practices.
Client services
Expertise
Fee options
One-time plan setup fee for ERISA plans up to $2,500
$0 - $500,000: 1.5% annually $500,001 - $1,500,000: 1.2% annually Over $1,500,000+: 1.0% annually
$350 per hour for financial planning services
Main office
351 Thornton Rd, Ste 117
Lithia Springs GA 30122
Advisors at this office
1
Most active in
Georgia
Also doing business as
Edward Wealth Partners · Edward Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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