Financial Planning Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Planning Partners provides financial planning and investment management primarily to high‑income, high‑net‑worth individuals and business owners. The firm also delivers complementary services — including accounting and tax preparation, mortgage origination, real estate brokerage, and insurance services — through an affiliated company.
Investment advice is integrated with a written financial‑planning process that ranges from general to complex plans and relies on both fundamental and technical analysis along with diversified asset allocation and, when appropriate, third‑party managers. Although the adviser can accept discretionary authority, the firm reports that client assets are managed on a primarily non‑discretionary basis (clients receive recommendations and retain final approval), a practice that differs from most independent peers.
Noteworthy features include formal affiliations with accounting, real estate brokerage, and insurance activities and a registered‑representative relationship with a broker‑dealer, creating a multi‑service delivery model uncommon among independent advisory firms. The firm operates as a solo practice with a small client roster but a relatively sizable asset base (about $14 million), indicating a higher asset concentration per client than is typical for its category.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Financial Planning Services fees range from $4,000 to $7,000 for initial plans plus annual maintenance fees from $2,500 to $4,500; initial $500 billed upfront, non-refundable except under specific conditions Fee-only: Financial Planning Services charged as fixed fees ranging from $4,000 to $7,000 for initial plans plus annual maintenance fees
Main office
Marietta GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Financial Planning Partners · Financial Planning Partners, Inc.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Lawyer
They provide legal services, typically billed separately.
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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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