Fee-only adviser · Marietta, GA
JPG Wealth Management
JPG Wealth Management is a fee-only investment adviser registered with the securities regulators of Alabama, Georgia, with its main office in Marietta, Georgia. On its latest Form ADV, filed September 11, 2026, it reports $8.3M in regulatory assets under management, 32 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Alabama, Georgia |
|---|---|
| Firm CRD number | 174818 |
| Office | Atlanta ST. SE Suite 409 Marietta, GA 30060 |
| Phone | (470) 531-1818 |
| Website | www.jpgwealthadvisor.com |
| Regulatory assets under management | $8.3M ($8.2M discretionary) |
| Individual clients | 32 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Marietta
- American Financial Advisors, LLC. $950M
- Wiser Wealth Management, Inc $514M
- Marietta Wealth Management, LLC $1.4B
- Proactive Wealth Strategies, LLC $316M
- Narwhal Capital Management $2.1B
- Strickland Davis Advisors LLC $121M
See all 17 fee-only advisers in Marietta →
Nearby
- Smyrna 1 firm
- Sandy Springs 3 firms
- Atlanta 140 firms
- Brookhaven 1 firm
- Dunwoody 1 firm
- Kennesaw 4 firms
- Chamblee 2 firms
- Roswell 6 firms
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