Your Wealth Consultants LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Your Wealth Consultants LLC is a small, independent, state-registered advisory firm that provides discretionary investment management and fee-based financial planning and tax advice to individuals, families, trusts, small businesses and nonprofit entities. The firm manages roughly $2.1 million across about 35 client relationships and operates as a single-advisor practice.
The firm’s investment approach is grounded in modern portfolio theory and market-efficiency principles, favoring diversified, low-cost allocations implemented primarily with passively managed ETFs and, when appropriate, mutual funds, individual stocks and bonds. Portfolios are individualized to client objectives and risk tolerances and combine strategic and tactical asset allocation with regular account reviews and an emphasis on minimizing costs.
A distinctive feature disclosed in the brochure is that the firm’s principal is also a licensed insurance agent and may receive commissions from the sale of fixed insurance and annuity products, which the firm identifies as a potential conflict of interest alongside its asset-based advisory services. The firm also recommends specific custodians and notes that outside firms handle accounting and reporting, arrangements that can affect execution, administrative services and client reporting.
Client services
Expertise
Fee options
Flat fees for financial planning services generally range from $500 to $10,000.
$0 - $250,000: 1.5% $250,001 - $500,000: 1.25% $500,001+: 1.0%
Commission received on insurance and annuity products sold by licensed insurance agent Adrian Tate.
Hourly fees available for financial planning services but specific hourly rates not clearly stated.
Fee-only: Asset-based fees ranging from 1.5% to 1.0% annually based on asset tiers; financial planning flat fees $500 to $10,000; hourly fees available but details not specified.
Main office
10 Glenlake Parkway, Suite 130
Atlanta GA 30328
Advisors at this office
1
Most active in
Georgia
Also doing business as
Tate Financial Services LLC · Tru Body Bar Inc. · Your Wealth Consultants · Your Wealth Consultants 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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