Openhanded Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Openhanded Wealth LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and small business owners. Its offerings include discretionary portfolio management, ongoing and project-based financial planning, and assistance in selecting or referring to outside managers and other professionals.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes asset allocation implemented primarily through mutual funds and ETFs, with portfolios often managed on a discretionary basis via the Altruist platform and Model Marketplace. It also applies a Biblically Responsible Investing overlay by selecting screened fund families (for example, Eventide, Inspire Investing, Timothy Plan, and OneAscent) rather than using a proprietary screening process.
Noteworthy differences from many peers include the firm’s use of advertising testimonials and its participation in a compensated referral arrangement through Ramsey Solutions’ SmartVestor program, both items disclosed in the brochure. The firm’s principal also provides financial-wellness education through a third-party platform, and the adviser offers recurring project-based planning engagements that clients can use without an accompanying investment management relationship, while managing a relatively small client base and AUM.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fees typically $1,500; negotiable.
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
Recurring Project-Based Financial Planning fees range from $300 to $15,000, paid monthly or quarterly in advance; negotiable.
Minimum fee: Onboarding fee typically ranges from $500 to $5,000 for Ongoing Financial Planning & Wealth Management; negotiable and may be waived. Fee-only: Fees are paid directly by clients for advisory services; no commissions received.
Main office
Holly Springs GA
Advisors at this office
1
Most active in
Georgia · Texas
Also doing business as
Garofalo Enterprises Ltd. Co. · One Degree Financial · Openhanded Wealth LLC
Disclosures
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Business activities & affiliations
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Fund sponsor
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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.
Forms ADV
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