Transition Planning & Guidance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Transition Planning & Guidance, LLC provides financial consulting to individuals, businesses, trusts, and estates, with a client focus on people experiencing life transitions such as divorce, the loss of a spouse, career changes, sale of a business, retirement, and graduation. Services include estate planning advice, risk-management reviews, budgeting and cash-flow plans, retirement and education funding guidance, and recommendations on asset allocation and diversification without selling investment or insurance products.
The firm typically engages clients on a fixed-fee or hourly retainer basis and begins relationships with a fact-finding process to identify goals and develop written or verbal recommendations, with optional ongoing tracking of plan implementation. Rather than managing assets, TransitionPG may recommend up to three outside managers for clients to interview, assists with 401(k) allocation when requested, and does not take discretionary authority or custody of client accounts.
What's notable about the firm is its consulting-only model: TransitionPG explicitly does not manage client portfolios or assess percentage-of-assets fees and states it receives no compensation for manager referrals. The brochure also indicates the firm offers educational seminars or workshops and centers its practice on transition-related scenarios, a client niche that informs its planning approach.
Client services
Expertise
Demographic focus
Fee options
Agreed-upon fixed fee depending on nature, scope, and complexity of services
Usually $250 per hour
Fee-only: Hourly rate usually $250 per hour; also offers fixed fees depending on engagement
Main office
Sandy Springs GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Transition Planning & Guidance, LLC · Transitionpg
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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