Michael L. Ball, CPA, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ball Wealth Management serves individual clients — including high-net-worth individuals — as well as corporations and other businesses. The firm offers discretionary portfolio management through an Advisor Services program with Savant Wealth Management, and also provides financial planning and tax preparation services.
Its investment approach emphasizes long-term, asset-allocation portfolios grounded in Modern Portfolio Theory and a belief in market efficiency; the adviser uses portfolio and allocation software and primarily employs passively managed mutual funds and ETFs. The firm works with clients to develop written investment policy statements, conducts periodic reviews, and delivers quarterly performance reports; new accounts generally carry a $150,000 minimum.
Noteworthy aspects include the firm’s affiliation with a CPA practice and the availability of tax-preparation services alongside investment management, enabling coordination of tax and investment matters. The adviser also leverages Savant’s platform for access to certain institutional-only funds and back-office services, maintains limited custody authority to deduct advisory fees, and operates as a small, three-advisor team managing roughly $86 million across about 78 client accounts.
Client services
Expertise
Fee options
Financial planning services flat fee of $500, waived with asset management
$150,000 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.525% $5,000,001+: 0.35%
Account minimum: $150,000 Fee-only: Financial planning flat fee of $500 waived if client uses asset management services
Main office
See office400 Northridge Road, Suite 350
Atlanta GA 30350
Advisors at this office
2
Offices (2)
Most active in
Florida · Georgia · Louisiana
Also doing business as
Ball Wealth Management · Michael L. Ball, Cpa, 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Kimberly B
Series 65
Atlanta, GA
Michael L. Ball, CPA, LLC
Kimberly Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. Before joining Michael L. Ball, CPA, LLC in 2021, she worked at Commoneo, LLC and The Coca-Cola Company. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and other businesses. The firm offers discretionary portfolio management, financial planning, and tax preparation services, utilizing a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and primarily employing passively managed mutual funds and ETFs.
Amy A
CFP®
Dawsonville, GA
Michael L. Ball, CPA, LLC
Amy Amorosso is a CFP® professional with 11 years of industry experience. She is a minority partner and employee at Michael L. Ball, CPA, LLC, where she divides her time between accounting services and investment advisory work. The firm serves individuals, high-net-worth clients, and businesses, offering investment advisory, portfolio management, financial planning, and tax preparation services. Their investment approach is long-term and asset-allocation driven, utilizing passively managed mutual funds and written investment policy statements.
Michael B
Series 65
Atlanta, GA
Michael L. Ball, CPA, LLC
Michael Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 license and 12 years of industry experience. He has been with his current firm since 1999, which he founded and operates alongside two other advisors. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and businesses. The firm provides discretionary portfolio management, financial planning, and tax preparation services, emphasizing long-term, asset-allocation strategies utilizing passively managed mutual funds and ETFs.
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