FamilyRoot Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and ongoing financial planning to individual and high-net-worth clients. It operates on a fee-only basis and generally charges percentage-of-assets fees for portfolio management while offering an ongoing, recurring fixed-fee financial planning option.
The firm’s investment process is asset-allocation driven and informed by Modern Portfolio Theory, blending passive and active funds and, when appropriate, outsourcing portions of portfolios to outside managers or subscribing to third‑party model portfolios. Accounts are typically managed on a discretionary basis with quarterly reviews and long-term holding horizons; clients may impose reasonable written restrictions on investments.
Compared with many peers, the adviser is newly registered and manages a small client roster with modest assets under management, and the firm is led by a principal whose background includes capital‑markets and secondary‑loan trading and registered‑representative experience. The firm also uses institutional platform features — including access to a model marketplace, the ability to debit fees directly, and the operational option to use standing letters of authorization — and it does not accept commissions for client recommendations.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Financial Planning recurring fee: $243.75 per quarter, paid in advance
Minimum fee: Financial Planning initial fee: $1,750 - $3,500; recurring fee: $243.75 per quarter Fee-only: Fee-only firm; compensated solely by clients for advisory services; no commissions or sales-related compensation
Main office
Newnan GA
Advisors at this office
1
Most active in
Florida · Georgia · Texas
Also doing business as
Family Root Wealth Advisors, LLC · Familyroot Wealth Advisors, 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 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
Quick links
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