Datapoint Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Datapoint Financial Planning is a small, state-registered, fee-only planning firm that works with individuals and high-net-worth individuals. It offers project-based comprehensive financial planning and limited-scope hourly engagements addressing cash flow, retirement, estate and tax planning, business planning, employee benefits, insurance review, and investment analysis as part of those plans.
The firm does not provide ongoing portfolio management or custody of client assets and reports no assets under management; instead, it makes investment recommendations within the financial planning process and typically frames those recommendations using modern portfolio theory and passive, low-cost index/ETF approaches. Clients implement recommendations through their chosen custodians and the adviser does not accept commissions or third‑party compensation for product sales.
Compared with many independent advisers, Datapoint’s business is oriented toward time-limited, project-based engagements rather than percentage-of-AUM billing or ongoing advisory programs, and it replaced an ongoing planning offering with a quoted flat-fee project structure. The firm also emphasizes working with business owners on business and employee-benefit planning, provides written or electronic plan reports with a defined short follow-up window after delivery, and is led by a CFP‑credentialed principal.
Client services
Expertise
Fee options
Flat fee for project-based comprehensive financial planning based on estimated hours (typically 10-20 hours)
$375 per hour as of 8/3/2026
Fee-only: Flat fee for project-based comprehensive financial planning (based on estimated hours) and hourly fees at $375 per hour (as of 8/3/2026)
Main office
Canton GA
Advisors at this office
1
Most active in
Florida · Georgia · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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