Fees for comprehensive financial plans are based on the complexity of the situation and are disclosed in a written agreement. Services are also offered through hourly consultation.
Five Concourse Parkway, Suite 3000, Atlanta, GA, 30328
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David is a CPA and prepares tax returns. This activity takes about 10-20% of his time, including during trading hours.