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Eric Holcomb

Advisor at Holcomb Financial — Canton, GA

Updated today

Credentials

Series 65

Experience

2 years

Location

Canton, GA 30114

Holcomb Financial logo

Holcomb Financial

Independent

Total advisors

1

Clients per advisor

21 Typical

Avg AUM per client

$264,890 Low

HNW client ratio

0% Low

About

Eric Holcomb is the founder of Holcomb Financial and holds a Series 65 designation with two years of industry experience. He also serves as a Project Manager at Irrational Kindness, LLC, the operator of Chick-fil-A Canton. Holcomb Financial provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, small business owners, employer retirement plans, and charitable organizations. The firm operates on a fee-only basis, offering discretionary portfolio management and personalized investment strategies, and is noted for providing educational seminars and speaking engagements to the public.

Client services

Based on Holcomb Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Holcomb Financial

Income planning Wealth management Cash flow / budgeting Business ownership considerations

Occupation focus

Based on Holcomb Financial

Founder/Business Owner Executive

Demographic focus

Based on Holcomb Financial

Mid-Career Professionals Approaching retirement

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Fee options

Fixed

Fixed fees for Project-Based Financial Planning ranging from $500 to $2,000; Educational Seminars fees range from $0 - $2,000

Percentage

$0 - $749,999: 1.20% $750,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.60% $5,000,000+: Negotiated

Project-based

$200 per hour for Project-Based Financial Planning

Other

Minimum fee: For Clients with $300,000 or less of assets under management, fixed fee ranging from $200 - $500 monthly; Retirement Plan Consulting minimum quarterly fee of $1,000 Fee-only: Fees are negotiable; fixed or hourly fees for Project-Based Financial Planning ($500 - $2,000 fixed; $200/hour)

Location

Canton, GA

157 Reinhardt College Parkway, Ste 900

Canton GA 30114

Advisors at this office

1

Most active in

Georgia

Work history

2 years of industry experience

Holcomb Financial LLC, Founder

2023 - Present • 3 years

Canton, GA

Irrational Kindness, LLC (dba, Chick-fil-A Canton)

2011 - Present • 15 years

Canton, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Erin M

CFP®, Series 63, Series 65

Milton, GA

MRP Advisors, LLC

Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.

General retirement planning Wealth management College savings (529s, UTMA, etc.)
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Marcus G

Series 63, Series 65

Canton, GA

Gustafsson Wealth Management, Inc.

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Steven G

CFA®, Series 63, Series 65

Canton, GA

Windward Partners, L.L.C.

Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.

Options & derivatives strategies
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David B

CFP®, Series 63

Canton, GA

Datapoint Financial Planning, LLC

David Barfield is a CFP® professional with four years of industry experience. He is the principal advisor at Datapoint Financial Planning, LLC, where he has worked since 2021. Prior to that, he spent five years at Fiserv and one year at Chastain Wealth Management. Datapoint Financial Planning is a fee-only, state-registered firm serving individuals and high-net-worth clients through project-based comprehensive financial planning and limited-scope hourly engagements. The firm provides investment recommendations framed by modern portfolio theory and passive index/ETF strategies, without managing or holding client assets, and focuses on business owner and employee-benefit planning.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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James D

CFP®, Series 66

Alpharetta, GA

The Advisory Firm

James Daniel is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. He has been the sole advisor at The Advisory Firm, LLC in Alpharetta, GA since 2006. The Advisory Firm provides discretionary investment management, comprehensive financial planning, and tax return preparation primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, strategic asset allocation approach using ETFs and cash instruments, incorporates both fundamental and technical analysis, and offers a unique Wealth 360° program that integrates investment management, planning, and tax services.

Social Security optimization Retirement income strategy Income planning General estate planning guidance General tax planning Young Professionals Mid-Career Professionals Approaching retirement
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Harkaran T

Series 65, Series 66

Alpharetta, GA

Soina Financial Group, LLC

Harkaran Talwar is a financial advisor with Soina Financial Group, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Angel Oak Capital Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Soina Financial Group is an independent, state-registered investment adviser that provides discretionary investment management and tailored advisory services to individuals, including high-net-worth clients. The firm emphasizes modern portfolio theory and an efficient-market approach, using diversified portfolios primarily composed of passive mutual funds and ETFs, while also employing derivatives for hedging and tactical purposes.

Active portfolio management Options & derivatives strategies Passive / index investing
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