Corners Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Corners Financial Planning, LLC is a state‑registered, independent advisory firm that works primarily with individual investors and small businesses. The firm offers portfolio management—both discretionary and non‑discretionary managed accounts—alongside a range of financial planning services delivered through subscription, fixed‑fee, hourly, and a two‑meeting “Quick Start” planning option.
Corners tailors advice to clients’ goals, time horizon, and risk tolerance and uses approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading where appropriate. The firm may place client assets with sub‑advisers, recommends a specific qualified custodian relationship for execution and reporting, and conducts at least quarterly account reviews.
A distinctive operational feature is that the firm’s principal is also a licensed insurance agent and may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest and clarifies is optional for clients. The firm also waives additional comprehensive planning fees for clients meeting a $250,000 account threshold and documents oversight of third‑party service providers that use artificial intelligence components.
Client services
Expertise
Fee options
Quick Start Financial Planning fixed fee $500; Financial Planning Fixed Fee $250-$695
$0 - $100,000: 1.25% $100,001 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001+: 0.50%
$150 per hour
Comprehensive Financial Planning ongoing fee $1,000-$3,000 per year ($83-$250 per month or $250-$750 per quarter)
Fee-only: Comprehensive Financial Planning ongoing fee $1,000-$3,000 per year; Quick Start Financial Planning fixed fee $500; Financial Planning Hourly Fee $150/hour; Financial Planning Fixed Fee $250-$695
Main office
5425 Peachtree Parkway
Peachtree Corners GA 30092
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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