How much does a financial planner charge in Cumming, GA?
In Cumming, GA, financial planning fees vary depending on the advisor and services offered. At Datapoint Financial Planning, we’ve designed a transparent pricing structure to serve Cumming residents effectively:
Our fee structure is straightforward:
At Datapoint Financial Planning, we’re dedicated to providing Cumming residents with expert financial guidance that aligns with their unique goals. Our fee structure is designed to offer value and transparency, regardless of your current financial position or future aspirations.
- Applies to all advisory services
- Ensures clarity in billing practices
- Typical range: $2,100 to $4,500
- Tailored to individual financial complexities
a) Early Career Professionals:
- Estimated duration: 7-9 hours
- Total investment: $2,100 to $2,700
- Covers career planning, debt strategies, and initial investment guidance
b) Established Families Approaching Retirement:
- Estimated duration: 8-15 hours
- Total investment: $2,400 to $4,500
- Focuses on retirement readiness, college planning, and estate considerations
c) High Net Worth Individuals:
- Estimated duration: 10-20 hours
- Total investment: $3,000 to $6,000
- Addresses advanced tax strategies and comprehensive wealth management
d) Cumming-based Entrepreneurs:
- Estimated duration: 15+ hours
- Total investment: Starting at $4,500
- Combines personal financial planning with business growth strategies
Advantages of our Cumming-centric approach
- Expertise in Cumming's local economic trends
- No asset-based fees or commissions
- Accessible to all income levels
- Customizable services for Cumming's diverse population
Ready to take control of your financial future in Woodstock?
While professional financial planning involves an initial investment, the potential for enhanced financial stability and growth in Cumming’s evolving economy can be significant.
To discover how our services can support your financial objectives in Cumming, GA, contact David E. Barfield, CFP® for a no-cost 45-minute consultation. Reach us at (470) 695-0444 to arrange your appointment.