Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Partners Inc. is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to a small roster of individual clients. The brochure lists services including direct-managed and self-directed portfolio management and tailored financial planning and consulting across cash flow, retirement, tax, estate and related areas.
The firm describes a systematic, seven-step planning and investment process that culminates in an Investment Policy Statement, risk-tolerance assessment, broad asset allocation, stress testing and ongoing monitoring. Its stated investment philosophy emphasizes prudent diversification and “risk-controlled active management,” combining a strategic long-term allocation with tactical adjustments while giving attention to trading costs and internal fund expenses.
The brochure also discloses arrangements involving affiliated accounts — noting that the firm and its affiliates may hold positions that are aggregated with client trades and that written allocation procedures and a Code of Ethics govern such activity. Additional noteworthy details include the principal’s significant outside public-safety employment (about one-third of his time), an affiliated family relationship with a mortgage branch manager, and references to group programs and educational workshops alongside individualized advisory services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $250,000: 1.0% annually (Direct-Managed Portfolio Management) $250,001 - $500,000: 0.90% annually (Direct-Managed Portfolio Management) $500,001 - $1,000,000: 0.85% annually (Direct-Managed Portfolio Management) $1,000,001 - $2,000,000: 0.75% annually (Direct-Managed Portfolio Management) $2,000,001 - $3,000,000: 0.65% annually (Direct-Managed Portfolio Management) $3,000,001 - $4,000,000: 0.55% annually (Direct-Managed Portfolio Management) $4,000,001 - $5,000,000: 0.50% annually (Direct-Managed Portfolio Management) $5,000,000+: Negotiable (Direct-Managed Portfolio Management) $0 - $250,000: 0.50% annually (Self-Directed Portfolio Management) $250,001 - $500,000: 0.45% annually (Self-Directed Portfolio Management) $500,001 - $1,000,000: 0.40% annually (Self-Directed Portfolio Management) $1,000,001 - $2,500,000: 0.35% annually (Self-Directed Portfolio Management) $2,500,001 - $5,000,000: 0.30% annually (Self-Directed Portfolio Management) $5,000,001 - $10,000,000: 0.25% annually (Self-Directed Portfolio Management) $10,000,001+: Negotiable (Self-Directed Portfolio Management)
Senior Planning Partner: $175/hour; Junior Planner Partner: $125/hour; Administrative Services: $75/hour
Minimum fee: Minimum annual financial planning fee is $500 Fee-only: Fee-only basis; no commissions accepted
Main office
3229 Highway 34 East, Suite 102
Newnan GA 30265
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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