F
Financial Planning Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,077,370
Clients
8
63% high-net-worth
Advisors
1
of 1 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
8
LowAverage account size
$1,759,671
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Cash flow / budgeting
Occupation focus
Self-Employed
Founder/Business Owner
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 location
Financial Planning Partners
Marietta GA, United States
Number of offices
1
Most active in
Financial Planning Partners 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 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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")