David Barfield is a CFP-designated registered investment advisor at Datapoint Financial Planning, LLC, based in Canton, GA, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Project-based Comprehensive Financial Planning: A flat fee is charged based on estimated hours to develop a detailed financial plan. The plan covers areas such as net worth, cash flow, insurance, employee benefits, retirement planning, investments, college planning, estate planning, and tax planning. After plan delivery, the client has 45 days for follow-up and clarifications.
- Hourly Financial Planning: Billed at $300 per hour for limited scope advice.
Contact
David Barfield
Location
Canton, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Datapoint Financial Planning, LLC
State Registrations3 states
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Exams
Additional Information
Hourly Financial Planning