Stanhouse Financial Planning and Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,310,059
Clients
48
46% 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
48
HighAverage account size
$693,960
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
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
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 location
Stanhouse Financial Planning and Management, LLC
3235 Satellite Blvd., Bldg 400, Suite 300
Duluth GA 30096-8688, United States
Number of offices
2
Most active in
Stanhouse Financial Planning and Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
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.
-
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.
-
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.
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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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