Atlanta’s Flat-Fee Fiduciary for High-Income Professionals
Looking for a top-tier financial advisor in Atlanta? You've found a flat-fee fiduciary with deep expertise in tax planning, equity compensation, and private wealth strategy.
Our Clients Work at Leading Companies
Clients include professionals at leading tech and Fortune 500 companies such as Amazon, Google, and Intuit.
Personalized guidance in all areas of financial planning and tax preparation
Mark Stancato, CFP®, EA, ECA, CRPS®
FOUNDER & LEAD ADVISOR
20+ years advising high-income professionals across tech, entertainment, and business. Purdue University graduate (Financial Planning & Counseling, Consumer Behavior)
No AUM fees. No surprises. Just one flat annual fee with unlimited access.
Client Results
Saved $20,400 in Future Taxes
Reconstructed $68,000 of missing IRA basis after discovering Form 8606 was never filed—preventing double taxation on retirement distributions.
Recovered $32,000 in Overpaid Medicare Taxes
Audited Shareworks activity and uncovered a W-2 reporting error on NQSO same-day sales—led to a corrected W-2 and full refund of excess withholdings.
Preserved $1.1M AMT Credit
Rescued a massive missed tax credit by correctly preparing IRS Form 8801 after a mid-year ISO exercise triggered AMT—just in time before the extended filing deadline.
As seen in:
Fair, Transparent Pricing
One Flat Fee for Planning, Investment Management, Tax Services & Personal CFO Support.
We’re 100% fee-only—no product sales, no commissions, and no asset-based fees. You pay a flat annual rate based on your needs, not your net worth.
VIP Planning
For Individuals & Couples
Pricing typically ranges from
$8,500 to $15,500 (Annually)*
- Flat Fee / 0% AUM
- Semiannual Planning Meetings
- Tax Projection
- Spring Tax Prep & Filing
- Unlimited Access to CFP®
- Life Event Counseling
- Tax Savings Strategy
- Tax Loss Harvesting
- Rebalancing
- Cash Flow Planning
- Investment Management
- Insurance Review
- Estate Planning
- Real Estate Investment Planning
- Financial Independence Plan
- 24/7 Client Portal Access
- Secure Document Vault
- Gift Planning
- Career Transition Planning
- Education Planning
- Private Investment Counseling
VIP+ Planning
For Business Owners & Entrepreneurs
Pricing typically ranges from
$12,500 to $24,500 (Annually)*
- Flat Fee / 0% AUM
- Quarterly Planning Meetings
- Comprehensive Tax Plan
- Tax Strategy Execution
- Spring Tax Prep & Filing
- Unlimited Access to CFP®
- Financing/Debt Strategies
- Cash Flow/Liquidity Planning
- Comprehensive Insurance Review; Business and Personal
- Business Acquisition and Sale Planning
- Investment Management
- Estate Planning
- Real Estate Investment Planning
- Financial Independence Plan
- 24/7 Client Portal Access
- Secure Document Vault
- Gift Planning
- Private Investment Counseling
* The fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments, own multiple rental properties or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call.
🔎 Transparent, Upfront Pricing
Before we begin working together, your fee will be clearly outlined and agreed upon—no surprises.
💡 Why We Don't Use AUM Fees
Your portfolio size doesn't tell the whole story. Our pricing reflects:
- The complexity of your financial life
- The time and resources needed for strategic planning
- The real value we deliver - not arbitrary percentages
📈 The AUM Problem, Visualized
| Portfolio Value | 1% AUM Fee | 1.5% AUM Fee | VIP Flat Fee (Estimated) |
|---|---|---|---|
| $1,000,000 | $10,000 | $15,000 | $8,500–$11,500 |
| $1,500,000 | $15,000 | $22,500 | $10,000–$13,500 |
| $2,000,000 | $20,000 | $30,000 | $11,500–$17,500 |
Advisors charging 1%–1.5% on $1.5M portfolios collect $15,000–$22,500 per year—often without doing more work. We charge flat, fair fees based on complexity—not your account balance.
✅ Our Flat-Fee Approach: Built for Your Life
We quote a fair, fixed fee based on your needs, not just your net worth.
Example: If you're a business owner, manage multiple properties, or hold complex equity comp, your plan requires more sophistication—and your fee reflects that.
Complete Financial Care Under One Roof
We don’t just offer a generic solution—we craft a personalized, comprehensive financial strategy tailored to your needs and aspirations. With our expert guidance, we help you navigate every step at your own pace, ensuring that you reach your goals today and secure your financial future tomorrow.
Results from Real Financial Planning
Book a Free Discovery CallPast performance does not guarantee future results.
Read more
Schedule a Discovery Call
We’ll discuss your financial goals and see if we’re a good fit. (30 mins.)
Have Questions?
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What is the cost?
We're fee-only, which means we don't sell products for commission and don't receive any form of compensation from anyone other than you. Furthermore, we charge a flat annual fee that is NOT a percentage of the size of your investable assets.
Exclusive Service for a flat fee:
For Individuals & Couples, pricing typically ranges from $8,500 to $11,500 (Annually).
For Business Owners and Entrepreneurs with Closely Held Businesses, pricing typically ranges from $10,000 to $17,500 (Annually).
* The fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments, own multiple rental properties or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call.
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Do you offer virtual appointments?
We work virtually. We physically operate from Atlanta and Los Angeles but we're able to provide our full suite of services virtually thanks to our use of best-in-class systems and software.
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Are you a fiduciary?
YES! Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, we're regulated solely as fiduciaries. This means we're ALWAYS required to act in YOUR best interest.
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Will you prepare & file my taxes?
Yes! Most advisors aren't willing or able to give tax advice. This is our speciality. We incorporate careful tax minimization planning into all aspects of our services. We will also prepare and file your tax returns every year.
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Is there a minimum for your service?
Our service is generally the most cost-effective for those with investable assets of $1,000,000+ or $200K (Single) / $400K(MFJ) of annual Income. We're especially well-versed in clients with equity compensation and multiple flows of income.
How it works:
Your financial journey starts with a clear plan, but it doesn’t end there. At VIP Wealth Advisors, we create your personalized financial roadmap to guide your future decisions. As life unfolds—markets shift, tax laws change, and your personal goals evolve—we're here every step of the way, ensuring your plan adapts to meet your needs. With our ongoing planning and investment management service, you’ll have a trusted partner to help you navigate every twist and turn.
Financial planning is a journey, not a one-time event. It’s a continuous relationship between us, built on regular video meetings, phone calls, and emails. Our ultimate goal is to empower you to make informed decisions about your finances so you can enjoy the retirement you’ve always dreamed of.
We typically schedule two formal meetings per year where we’ll update your plan, refine your portfolio withdrawal strategy, set tax planning goals, review estate plans, and address any other financial questions you may have. But life doesn’t wait for formal meetings, and neither do we. Whether it’s a new opportunity, an unexpected challenge, or simply a question, we’re always here for you—ready to connect via Zoom, phone, or email whenever financial decisions arise.
Stay connected to your financial world with your personal finance portal through RightCapital, our cutting-edge planning software. This portal aggregates all your banking, investment, and lending accounts into one seamless view. You’ll have real-time access to track your net worth, monitor investment holdings, review cash flow projections, and explore various financial reports.
On the investment side, we provide ongoing discretionary management of your assets through accounts held at Altruist and Schwab. Our philosophy is straightforward, passive, and cost-conscious — focused on building globally diversified portfolios that align with your goals and risk tolerance. We use a curated mix of best-in-class, low-cost ETFs and often include individual U.S. Treasuries to add stability where appropriate.
For clients with taxable accounts, we also offer direct indexing paired with automated tax-loss harvesting — a powerful strategy to reduce tax drag and improve after-tax returns. All portfolios benefit from automated rebalancing, ensuring your allocation stays in line without requiring your time or attention.
With VIP Wealth Advisors, you’re not just getting a plan—you’re gaining a dedicated partner committed to helping you navigate life’s financial complexities with confidence and peace of mind.
This Isn't for Everyone. And that's the Point:
We work with a limited number of households—by design. Our service is built for those who value a high-touch relationship with a seasoned advisor who knows their world inside and out.
Our clients are typically navigating equity compensation, multiple income streams, real estate, or business ownership—and they’re looking for a long-term partner to help them make smart, integrated financial decisions across tax, investment, and life strategy.
We’re best suited for households with $1M+ in investable assets and/or incomes of $250K and above. If that’s you—and you’re ready to stop winging it—we should talk.
Next Step:
Book a free, no-obligation Discovery Call with us. We'll discuss your financial goals and determine together if we're a good fit.
