Piece of Wealth Planning LLC
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About
Piece of Wealth Planning provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that combines investment management, ongoing planning, and personal tax return preparation. The firm also offers limited-scope, hourly, and project-based planning, educational seminars, and accounting support services for self-employed individuals and small businesses.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive investment management, constructing diversified, index-based portfolios intended for long-term, tax-conscious investing with relatively low turnover. Investment management is offered on a discretionary basis only as part of the Comprehensive Financial Planning Package, with annual reviews and regular client reporting.
Noteworthy among peers, Piece of Wealth Planning explicitly integrates accounting and tax services with its advisory offering—bookkeeping, payroll, small-business accounting, and tax preparation can be bundled or discounted for clients—reflecting the firm’s accounting expertise alongside planning. The brochure also discloses a contractual relationship between a principal and another investment adviser that the firm identifies as a potential conflict to be managed; the firm operates with a small team (two advisors) and a limited client base with under $2 million in reported AUM.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive Financial Plan: $1,750 - $3,000; Project-Based Financial Planning: $300 - $10,000; Fixed annual fee for clients with AUM below $500,000: $450 - $1,250 per month
$500,000 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.85% annually $1,500,001 - $3,000,000: 0.75% annually $3,000,001+: Negotiable
$250 per hour, billed in 15-minute increments, minimum one hour
Main office
Dacula GA
Advisors at this office
2
Most active in
Georgia · Texas
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
Quick links
Advisors at this firm
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