Trackside Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trackside Wealth provides comprehensive financial planning and discretionary investment management for individuals, including high-net-worth clients. Services are offered as bundled ongoing financial planning plus portfolio management, or as a one-time financial review to evaluate a client’s overall situation.
The firm emphasizes passive portfolio construction and Modern Portfolio Theory principles, using diversified, low-cost funds, periodic rebalancing, and tax-aware fund selection and asset-location where appropriate. Financial planning is integrated with investment management and can address retirement income, estate planning, college funding, business-owner issues, and cash-flow and insurance analysis, with clients able to impose reasonable written restrictions.
Distinctive aspects of the firm include a flat, fixed-fee pricing model that combines ongoing planning and discretionary portfolio management rather than charging a percentage of assets, and an explicit disclosure that the fee structure can represent a higher effective percentage for smaller portfolios. The firm’s principal holds CFP® and CPA credentials, the adviser does not serve as a private fund adviser, and the principal is completing transition-related work from a former accounting practice that the brochure says will decrease over the coming months before client service begins.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time financial review fixed fee typically 50% of ongoing annual fee, billing capped at $500
0+: Flat fixed fee ($8,400/year for Early Career tier) 0+: Flat fixed fee ($12,000/year for Standard tier) 0+: Flat fixed fee ($24,000/year for Estate Tax tier)
Ongoing financial planning and investment management charged as a fixed annual fee ($8,400 to $24,000) billed monthly in advance
Minimum fee: Annual fixed fees of $8,400, $12,000, or $24,000 depending on service tier Fee-only: Flat, fixed annual fee rather than percentage of AUM; no commissions or other compensation
Main office
Chamblee GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Trackside Wealth · Trackside Wealth 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
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