Donald Stringfield is a CFP-designated registered investment advisor at Creative Planning, based in Macon, GA, with 21 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
119 Calloway Drive, Macon, GA, 31204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Donald is the owner/president of Stringfield Enterprises, Inc., a passthrough entity for business income. This S-Corp is in the process of unwinding, and Donald spends about three-quarters of his time on it, though none during trading hours.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Rosen Capital Management Holdings, LLC
Cfs Wealth Management
Chapman Financial Services, LLC
Cfs Wealth Management, LLC
Commonwealth Financial Network
Money Concepts Capital CORP
State Registrations2 states
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