Guides › Financial Advisor Fees
Updated September 24, 2026. Quick answer: Homrich Berg does not publish a minimum dollar amount to open a Financial Planning and Investment Management Services account. Instead, it enforces a $12,500-a-year minimum annual fee, which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
The minimum, in the firm’s own words
“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.”
On waivability: “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.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Financial Planning and Investment Management Services | No published minimum account size | $12,500-a-year minimum annual fee | N/A (fee floor, not account-size minimum) |
| Source: Form ADV Part 2A Brochure, September 3, 2026 | |||
Homrich Berg’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $12,500 |
| $500,000 | $12,500 |
| $1,000,000 | $12,500 |
| $2,000,000 | $22,500 |
What else to know
Homrich Berg does not publish a minimum account size; instead it enforces a $12,500-a-year minimum fee that can be negotiated lower where circumstances warrant.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Homrich Berg’s own published fee schedule runs $12,500 a year; see the full dollar breakdown from Homrich Berg’s own fee disclosure across several account sizes. It is also worth knowing whether Homrich Berg is a fiduciary before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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 24, 2026, quoting directly from Homrich Berg’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.
Already with HomrichBerg and weighing a move? How to leave HomrichBerg covers what it costs to transfer out.