Please note, limitations: No clients were compensated for providing their testimonial. In 2025 Paces Ferry Wealth asked clients to provide rankings and commentary as part of our feedback survey. Clients consented to sharing their rankings and commentary publicly. Published testimonials are from those investment advisory clients that provided their permission; therefore, the rankings and comments shown may not be representative of all client opinions or experiences. Positive comments should not be construed as a guarantee that Paces Ferry Wealth will be able to provide a client with the same satisfactory results. There can be no assurance the clients that provided a testimonial would provide the same rankings/comments in subsequent surveys or remain clients of Paces Ferry Wealth.
Clarity. Confidence. Peace of Mind.
Our process is designed to simplify your financial life and empower you to make confident decisions about your future. Here’s what you can expect:
You're not just working with one person — you gain access to a team of professionals who coordinate on your behalf and proactively support you in reaching your goals.
We meet with you regularly to review progress, adapt to life changes, and help ensure your plan remains aligned with your needs.
We work directly with your CPA, estate attorney, and other professionals to keep your financial life working like a well-oiled machine.
Our team helps with transfers, logins, documents, and anything tied to your accounts—always responsive, always personal, never a call center.
Questions clients typically ask before working with us
We specialize in helping high-net-worth individuals and families, often within 5–10 years of retirement, who want a comprehensive financial plan and ongoing support.
Yes, we typically work with clients who have at least $1 million in investable assets. However, we’re happy to speak with you and point you in the right direction if it’s not the right fit.
We are a fee-only fiduciary advisor. That means we charge a transparent
percentage based on the assets we manage for you—no commissions,
no hidden fees.
1.00% on the first $2,500,000
0.75% on the next $2,500,000 (from $2,500,001 to $5,000,000)
0.50% on assets over $5,000,000
Not at all. While we’re based in Atlanta, we serve clients nationwide through virtual meetings and secure technology.
We typically meet quarterly, but we’re always available when life changes or questions arise.
Yes. We provide guidance and coordinate directly with your CPA and estate attorney to help everything work together seamlessly.
We combine institutional-level expertise with boutique-level service. As a fee-only fiduciary, your interests always come first—no commissions, no conflicts.