Guides › Financial Advisor Fees
Updated September 23, 2026. Quick answer: Homrich Berg discloses a tiered schedule starting at 1.250% in its Form ADV Part 2A Brochure (September 3, 2026). Converted to dollars, that runs $12,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A Brochure (September 3, 2026): “HB generally imposes a minimum annual fee of $12,500 for its services but may negotiate a fee below the annual minimum, or tiered schedule, where circumstances warrant. HB’s current standard fee schedule for Financial Planning and Investment Management Services is listed below. First $1,000,000, 1.250%; Next $4,000,000, 1.000%; Next $5,000,000, 0.750%; Next $20,000,000, 0.625%; Over $30,000,000, 0.500%.”
Note: Homrich Berg’s SEC registration (CRD 108189) was terminated in November 2021 when the firm re-registered under a new CRD the same week; the current, active registrant is HB Wealth Management, LLC (CRD 316731), doing business as Homrich Berg / HB Wealth, at the same Atlanta address. This page cites the current CRD.
- First $ 1,000,000: 1.250%
- Next $ 4,000,000: 1.000%
- Next $ 5,000,000: 0.750%
- Next $ 20,000,000: 0.625%
- Over $ 30,000,000: 0.500%
Minimum annual fee: $12,500.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $12,500 | 5.00% |
| $500,000 | $12,500 | 2.50% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $22,500 | 1.12% |
This is HB’s standard Financial Planning and Investment Management Services (Wealth Management) tiered schedule, applied marginally by band: 1.250% on the first $1,000,000, then 1.000% on the next $4,000,000, then 0.750% on the next $5,000,000, then 0.625% on the next $20,000,000, then 0.500% on everything over $30,000,000. HB also discloses a $12,500 annual minimum fee, so at $250,000 (1.250% would be $3,125), $500,000 ($6,250), and $1,000,000 ($12,500 exactly) the minimum controls or ties, giving $12,500 at each of those balances; at $2,000,000 the marginal calculation of $12,500 (first $1,000,000 at 1.250%) plus $10,000 (next $1,000,000 of the $4,000,000 band at 1.000%) equals $22,500, which exceeds the minimum, so $22,500 applies. Note HB also publishes a separate, cheaper Investment-Management-only (no financial planning) schedule with the same top rate but faster breakpoints; the figures above use HB’s combined Wealth Management schedule, which HB presents first as its standard schedule.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Homrich Berg’s own published rate runs $12,500 a year.
Comparing Homrich Berg against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A Brochure (September 3, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056916
- SEC Investment Adviser Public Disclosure, HB Wealth Management, LLC (CRD #316731): https://adviserinfo.sec.gov/firm/summary/316731
- HB Wealth Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/316731/PDF/316731.pdf
Methodology. This page was built September 23, 2026, drawing on Homrich Berg’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Homrich Berg a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Homrich Berg’s minimum investment, straight from its own Form ADV Part 2A brochure.
Weighing whether to move ahead? Read the full Homrich Berg review, including its fiduciary status and what it costs to leave.
Comparing Homrich Berg against other options? See Homrich Berg alternatives, including a lower-fee full-service firm, a flat-fee route, and a robo/hybrid.
Thinking about leaving HomrichBerg instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.