Stanhouse Financial Planning and Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stanhouse Financial Planning and Management provides fee-only financial planning, investment advisory and ongoing asset management to individuals, families, small businesses and trusts. The firm offers one-time planning engagements, hourly and fixed-fee projects, retainer arrangements for ongoing consultation, and discretionary portfolio management for clients who choose ongoing services.
The firm follows a fundamental, long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation, annual rebalancing, tax-aware placement of investments, and a preference for low-cost mutual funds and ETFs over individual securities or high-fee products. Portfolios are implemented with custodial relationships the firm recommends and are managed with an emphasis on minimizing costs and behavioral discipline rather than market timing.
Noteworthy for a solo independent advisor, the firm regularly conducts group educational seminars and workshops for employers, civic groups and nonprofits — a service the brochure highlights as sometimes sponsored or fee-based, which is uncommon among peers. The principal maintains CFP certification and participates in fee-only professional networks, and the firm offers flexible engagement options (hourly, retainer, or AUM management) tailored to clients with both simple and more complex financial needs.
Client services
Expertise
Fee options
Fixed fees for projects quoted based on anticipated hours, standard hourly fee used as basis
$0 - $250,000: 0.95% per year (with $2,000 minimum fee per year) $250,000 - $500,000: 0.90% per year $501,000 - $750,000: 0.85% per year $751,000 - $1,000,000: 0.75% per year $1,000,000 - $2,000,000: 0.65% per year $2,000,000+: 0.60% per year
$340 per hour (billed in 30-minute increments, negotiable)
Retainer fees: $3,000 minimum per year for couples, $1,750 minimum per year for individuals, billed quarterly or monthly
Minimum fee: $2,000 per year minimum fee for ongoing investment advisory services Fee-only: Fee-only; no commissions or third-party payments received
Main office
3235 Satellite Blvd., Bldg 400, Suite 300
Duluth GA 30096-8688
Advisors at this office
1
Most active in
Georgia · Texas
Also doing business as
Oakworth Financial Planning And Management, LLC · Stanhouse Financial Planning And Management, LLC · Stanhousefp
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
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