# Loftin Wealth Partners

> Loftin Wealth Partners is an SEC-registered investment advisory firm in Johns Creek, GA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 305359
- Filed as: LOFTIN WEALTH PARTNERS
- Legal name: GER Loftin Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Johns Creek, GA
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305359
- AdvisorCensus page: https://advisorcensus.com/firm/loftin-wealth-partners-johns-creek-ga-305359

## Quick answers

**How is Loftin Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Loftin Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Loftin Wealth Partners charge?**
Its Form ADV Part 2A brochure dated June 17, 2026 states: Hourly rate: $250 to $500 an hour (Financial Planning); Flat fee: $250 to $5,000 (longer-term consulting projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Loftin Wealth Partners located?**
Loftin Wealth Partners' principal office is in Johns Creek, GA, according to its Form ADV.

**Is Loftin Wealth Partners registered with the SEC or a state?**
Loftin Wealth Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305359.

**How much does Loftin Wealth Partners manage?**
Loftin Wealth Partners reports $344,490,661 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Loftin Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Loftin Wealth Partners: Regulatory assets under management: $183,519,681 in the October 2021 data and $344,490,661 in the October 2026 data, up 88%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Loftin Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (282); high net worth individuals (105).

**Which custodians does Loftin Wealth Partners use?**
Loftin Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Loftin Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305359

**Does Loftin Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated June 17, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Loftin Wealth Partners' recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in IL, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

- Hourly rate: $250 to $500 an hour (Financial Planning)

> Hourly fees range from $250 - $500 per hour, depending on what is negotiated between LWP and the client.

- Flat fee: $250 to $5,000 (longer-term consulting projects)

> Fixed fees for longer -term consulting projects range from $250 to $5,000 per project.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $344,490,661
- Discretionary: $344,490,661
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 282 | $77,487,112 |
| High net worth individuals | 105 | $265,371,062 |
| Charitable organizations | Fewer than 5 | $1,632,487 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, FL, GA, IL, IN, LA, MI, NC, OK, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- loftinwealthpartners.com
- Facebook @GERLoftin-Wealth-Advisors-LLC-124149654301689
- LinkedIn @gerloftin-wealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $183,519,681 | 5 | September 2, 2021 |
| October 2022 | $203,145,700 | 7 | March 23, 2022 |
| October 2023 | $203,574,641 | 6 | August 9, 2023 |
| October 2024 | $233,579,777 | 6 | March 26, 2024 |
| October 2025 | $292,423,448 | 6 | March 17, 2025 |
| October 2026 | $344,490,661 | 6 | June 29, 2026 |

Regulatory assets under management: $183,519,681 in the October 2021 data and $344,490,661 in the October 2026 data, up 88%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in IL, VA.

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $292,423,448 to $344,490,661 (+18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Loftin Wealth Partners (CRD 305359): Form ADV filing data as of October 2026.