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Gordon Lackey Jr.

Advisor at Relativity Capital Advisors, LLC

Updated today

Location

Greensboro, GA 30642

Credentials

CFP®, Series 63, Series 65

Industry experience

22 years

About

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Client services

Based on Relativity Capital Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Relativity Capital Advisors, LLC

Active portfolio management Options & derivatives strategies

Occupation focus

Based on Relativity Capital Advisors, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fee up to $5,000 (clients with net worth up to $1,000,000); up to $10,000 (net worth $1,000,001 to $5,000,000); negotiable above $5,000,000

Percentage

$0 - $249,999: 1.50% (Non-discretionary, Schwab) $250,000 - $499,999: 1.25% (Non-discretionary, Schwab) $500,000 - $999,999: 1.00% (Non-discretionary, Schwab) $1,000,000 - $2,999,999: 0.75% (Non-discretionary, Schwab) Above $3,000,000+: Negotiable (Non-discretionary, Schwab) $0 - $499,999: 1.75% (Discretionary, Schwab) $500,000 - $999,999: 1.50% (Discretionary, Schwab) $1,000,000 - $2,999,999: 1.25% (Discretionary, Schwab) Above $3,000,000+: Negotiable (Discretionary, Schwab) $0 - $2,999,999: 1.00% (Discretionary, Fidelity Tax Exempt Management and Base Plan) Above $3,000,000+: Negotiable (Discretionary, Fidelity) All assets+: 1.75% (Discretionary, Interactive Brokers) All assets+: 1.50% (Non-discretionary, Interactive Brokers)

Project-based

$0 to $500 per hour for financial planning services

Other

Account minimum: $250,000 Fee-only: Financial planning: Fixed fee up to $5,000 (net worth up to $1,000,000), up to $10,000 (net worth $1,000,001 to $5,000,000), negotiable above $5,000,000; Hourly fee $0 to $500 per hour

Location

1240 Sunset Bluff

Greensboro, GA 30642

Most active in

Georgia

Work history

Relativity Capital Advisors, LLC

2015 - Present (11 years)

#Ia Barber Lackey Financial Group

2002 - 2016 (14 years)

Barber Lackey Financial Group

1999 - 2016 (17 years)

Disclosures

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

Business activities & affiliations

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James H

CFP®, CFA®, PFS™, Series 63, Series 65

Greensboro, GA

Hankinson Wealth Advisors LLC

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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Timothy P

ChFC®, Series 63, Series 66

Eatonton, GA

Blueprint Financial Strategies, LLC

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jennifer L

Series 66

Greensboro, GA

Relativity Capital Advisors, LLC

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Gregory P

Series 63, Series 66

Greensboro, GA

The Foundation Investment Group

Gregory Partalis is a financial advisor at The Foundation Investment Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CommonWealth Financial Network and Global Assets Advisory. He serves as co-trustee for the Lynn N Partalis Living Trust. The Foundation Investment Group is a four-advisor team managing approximately $255.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm integrates alternative investments with traditional asset classes, emphasizing capital preservation and risk management through a global macro investment approach.

Private / alternative investments Real estate investing Wealth management
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Ralph L

CFP®, Series 63

Madison, GA

Longview Wealth Management

Ralph Lancaster is a CFP® with 23 years of industry experience, currently serving at LongView Wealth Management. He has worked at M. S. Howells & Co. since 2023 and has been with LongView Wealth Management since 2015. He also has experience as an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through both discretionary and non-discretionary programs.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Joel G

Series 66

Madison, GA

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Joel Greenway is a financial advisor at LongView Wealth Management in Madison, GA, with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Bank of Madison. Outside of advisory roles, he is also an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients with portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm employs economic, fundamental, and technical analysis and offers both discretionary and non-discretionary management, utilizing mutual funds, ETFs, stocks, and bonds through multiple program structures and custodians.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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