Inman Park Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inman Park Wealth Management is a fee-only registered investment adviser that serves individual and high-net-worth clients with both ongoing wealth management and financial planning services. The firm offers discretionary portfolio management alongside limited-scope, project-based financial planning engagements and currently reports no assets, clients, or active registered advisors.
The firm’s investment process is grounded in Modern Portfolio Theory and asset allocation, with a focus on passive vehicles such as index mutual funds and ETFs as well as individual stocks, bonds, municipal securities and cash equivalents. Portfolios are constructed to reflect each client’s goals and risk tolerance, allow for client-imposed restrictions, and are subject to periodic reviews.
Notable for a firm in its category, it provides standalone financial planning on a fixed-fee basis and also offers portfolio management for individual clients—both services that are statistically uncommon among firms without active registered advisors. The firm is fee-only (no commission-based compensation), requires clients to use a recommended custodian for account custody, and does not act as a private fund adviser.
Client services
Expertise
Fee options
Fixed fee for Project-Based Financial Planning ranging from $2,500 to $5,000, negotiable
$0 - $2,500,000: 0.80% $2,500,000+: 0.50%
Minimum fee: $4,000 minimum annual advisory fee per Client account or household relationship Fee-only: Fee-only firm compensated solely by Client fees, no commissions or sales-related compensation
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia · Texas
Also doing business as
Inman Park Wealth Management · Inman Park Wealth Management, 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
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