Root Wealth Management
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About
Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), small businesses, trusts, and charitable organizations. The firm operates with two advisors and manages approximately $33.1 million in client assets across about 46 client relationships, indicating a relatively concentrated, hands‑on client base.
As a fee‑only adviser, the firm combines fundamental analysis and Modern Portfolio Theory to construct diversified portfolios using a mix of passive and active funds, with an emphasis on asset allocation, tax considerations, and risk tolerance. Financial planning is available on both ongoing and project bases, and the firm provides a comprehensive financial plan at no additional cost for clients who meet its managed‑asset threshold.
Distinctive features for a firm of this size include retirement plan services that may include acting as an ERISA 3(38) investment manager for employer plans and institutional relationships with specific custodial platforms (Altruist, Schwab, and Betterment) that supply execution, custody, and practice‑support services. The firm is newly established and registered in 2024 and discloses that legacy pricing for acquired clients may result in fee differences across accounts, which can be atypical among peers.
Client services
Expertise
Occupation focus
Fee options
$3,000 to $6,000 fixed fees for Project-Based Financial Planning; $300 to $1,000 monthly fixed fee for Ongoing Financial Planning
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
$400/hour for Project-Based Financial Planning
Ongoing Financial Planning fees charged monthly ranging from $300 to $1,000
Minimum fee: $5,000 annual minimum fee for Investment Management services Fee-only: Investment Management, Financial Planning, and Retirement Plan Consulting are fee-only
Main office
Decatur GA
Advisors at this office
2
Most active in
Georgia · Louisiana · Texas
Also doing business as
Root Wealth Management · Root 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
Quick links
Advisors at this firm
Mark T
CFP®, Series 63, Series 65
Decatur, GA
Root Wealth Management
Mark Thomas is a CFP® with 11 years of industry experience, currently serving as an advisor at Root Wealth Management since 2024. Prior to this, he operated his own firm, Mark Thomas, L.L.C., for 10 years. Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, small businesses, trusts, and charitable organizations. The firm employs both fundamental analysis and Modern Portfolio Theory to build diversified portfolios, focusing on asset allocation, tax considerations, and risk tolerance.
Kurt D
CFP®, CIMA®
Decatur, GA
Root Wealth Management
Our Services: *Fiduciary* Our client's interests come first 100% of the time *Retirement Income Planning* Providing customer solutions to fit your needs *Active Wealth Management* Strategic and tactical management of your portfolio *Insurance Analysis* Most insurance is sold, not bought. We help you understand the difference *Tax Planning* Long-term tax customization so you don't tip the IRS *Social Security Optimization* Understand your options to make the best decision *Risk Assessment* Determine how much risk to take to meet your goals
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