Financial Decision Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,528,431
Clients
37
0% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$419,687
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
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
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 location
Financial Decision Partners, LLC
Snellville GA, United States
Number of offices
2
Most active in
Financial Decision Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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