Financial Decision Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Decision Partners provides financial planning and investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm offers comprehensive, limited, and hourly planning services and both discretionary and non-discretionary portfolio management, including advice for employer-sponsored retirement plans.
The firm’s investment approach is primarily fundamental and value-oriented with attention to cyclical factors, a long-term purchase emphasis, and use of diversification and proprietary risk/return modeling to manage downside exposure. It typically manages client assets on a discretionary basis and requires client accounts to be custodied at Charles Schwab for trade execution and custody services, while permitting clients to impose investment restrictions.
Noteworthy features include professional credentials in financial planning and a specialization in special-needs planning (Chartered Special Needs Consultant designation), alongside a small, single-owner practice structure managing roughly $15.5 million for about 37 clients. The firm also recently reported an additional asset inflow of approximately $5.05 million and maintains a policy that clients use its chosen custodian, which can affect execution and account administration relative to some peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001 - $5,000,000: 0.50% annually Above $5,000,000+: Negotiable
Up to $150/hour for Hourly Financial Planning and Consultation
Account minimum: $100,000 Minimum fee: $750 minimum for each Limited Financial Planning service Fee-only: Comprehensive Financial Planning up to $5,000 per written report; Limited Financial Planning minimum $750 per service; Hourly Financial Planning up to $150/hour; Asset management fees as per tiered schedule or 1% for non-discretionary
Main office
Snellville GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Financial Decision Partners · Financial Decision Partners, LLC · Mccarty, Jr. Donald Henry
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.
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