Ian Payne
Advisor at Cannon Financial Strategists, Inc. — Athens, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
3 years
Location
Athens, GA 30605
Cannon Financial Strategists, Inc.
Team
Total advisors
29Clients per advisor
34 LowAvg AUM per client
$1,387,575 HighHNW client ratio
39% HighIan Payne is a financial advisor at Cannon Financial Strategists, Inc. with three years of industry experience. He holds the CFP® designation and a Series 65 license. His prior experience includes positions at Signature Wealth Management Group LLC and Oshkosh Corporation. Cannon Financial Strategists is a registered investment adviser serving individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm focuses on wealth management, comprehensive financial planning, and retirement plan advisory services with an emphasis on asset allocation, diversification, tax efficiency, and the use of both actively- and passively-managed funds.
Based on Cannon Financial Strategists, Inc.
Retirement plan advisory services may include flat fees for certain scopes of service, agreed upon prior to engagement.
$0 - $400,000: 1.00% $400,000 - $600,000: 0.75% $600,000 - $1,500,000: 0.50% $1,500,000 - $2,500,000: 0.35% $2,500,001+: 0.25%
Certain persons licensed insurance agents earn commission-based compensation for selling insurance products; commissions may be credited to clients.
Financial planning services hourly rates (specific amounts not stated); accounting and tax services hourly or fixed fees.
Fee-only: Financial planning services charged hourly at rates discussed prior to engagement; accounting and tax services charged hourly or fixed fee based on complexity.
Athens, GA
649 8 South Milledge Ave
Athens GA 30605
Advisors at this office
29
Georgia
3 years of industry experience
Cannon Financial Strategists, Inc.
2024 - Present • 2 years
Athens, GA
Signature Wealth Management Group LLC
2023 - 2024 • 1 year
Atlanta, GA
Signature Wealth Management Group LLC
2022 - 2023 • 1 year
Atlanta, GA
Oshkosh Corporation
2021 - 2021 • 1 year
Oshkosh, WI
University of Georgia
2018 - 2023 • 5 years
Athens, GA
Full-Time student
2014 - 2018 • 4 years
Rome, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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