Resilient Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Resilient Wealth provides investment management services to pooled vehicles and institutional clients and offers financial planning and consulting support to other financial advisors, trusts, estates, and businesses under written agreements. Services include discretionary portfolio construction and ongoing investment supervision as well as project-based or perpetual financial planning engagements.
The firm’s investment approach is primarily long-term, combining fundamental and technical analysis to build diversified portfolios that emphasize low-cost mutual funds and ETFs while using individual securities when appropriate; it applies an internal due diligence process and may rebalance or trade short-term to meet client objectives. Resilient Wealth monitors accounts on a regular basis, implements strategic asset allocation and portfolio-level adjustments, and may retain legacy positions for tax or fit reasons.
Distinctive aspects disclosed in the brochure include a business model oriented toward serving other advisors and institutional clients (the firm reported no assets under management as of December 31, 2024) and providing planning hours to advisors rather than direct engagement with end-clients. The firm’s principal also conducts separate consulting and training businesses (including work with R.C. Whatley and Pinger Systems), and Resilient Wealth participates on institutional platforms (Altruist and Schwab), receiving software and support benefits that the brochure notes create potential conflicts of interest.
Client services
Occupation focus
Fee options
Fixed engagement fee for financial planning services up to $1,000 per month
0.25% to 1.50% annually, based on factors including scope and complexity, asset level, and overall relationship
Account minimum: Resilient Wealth generally does not impose a minimum relationship size. Fee-only: Financial planning fixed fees up to $1,000 per month; investment management fees 0.25% to 1.50% annually based on assets and services
Main office
Marietta GA
Advisors at this office
1
Most active in
Georgia
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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