Cecil Staton III
Advisor at ARCH Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at ARCH Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Athens, GA
Credentials
CFP®
Industry experience
8 years
Arch Financial Planning is a fee-only, fiduciary firm based in Oconee County, serving clients across Athens, Watkinsville, Monroe, Social Circle, and the Lake Oconee area. We specialize in helping retirees and those approaching retirement turn years of saving into a clear, tax-efficient income plan. Our clients are often successful professionals and business owners who want more than generic advice—they want a coordinated strategy that aligns their investments, taxes, and long-term goals.
Our planning process is built around simplifying complex financial decisions. We focus on retirement income planning, tax strategy, Social Security timing, and portfolio design—helping clients understand how to draw income sustainably while minimizing unnecessary taxes. This includes strategies like Roth conversions, managing required minimum distributions, and structuring portfolios to support both stability and long-term growth. Every recommendation is grounded in a comprehensive financial plan, not product sales or one-size-fits-all models.
At Arch Financial Planning, we believe great advice starts with a strong relationship. We work closely with each client to provide ongoing guidance, proactive planning, and clarity through every stage of retirement. If you're nearing retirement or already retired and want confidence that you're making the most of what you've built, we help you turn complexity into a clear, actionable plan.
Arch Financial Planning partners with clients who want clarity and proactive guidance—crafting retirement plans that incorporate Social Security timing, tax-efficient withdrawal strategies, Roth conversion analysis, investment allocation, healthcare planning, estate considerations, and long-term financial security.
Whether you're in Athens, Metro Atlanta, North Georgia, or along the Georgia coast, Arch Financial Planning delivers personalized, modern financial planning to help you retire with confidence and live a life aligned with your values.
Based on ARCH Financial Planning, LLC
1.00%
$4,200 - $6,000
$150+/hr
$400+/mo
Our minimum fee is $6,000 per year.
Athens, GA
Georgia · Texas
ARCH Financial Planning, LLC
2022 - Present (4 years)
Blend Financial Inc. dba Origin Financial
2022 - 2023 (1 year)
Buckingham Strategic Wealth, LLC
2020 - 2022 (2 years)
NOVA Wealth Management Group, LLC
2018 - 2020 (2 years)
Smith & Howard Wealth Management, LLC
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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