Advisor at Personal Econome, LLC
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Cornelius Davis is a ChFC® credentialed financial advisor with six years of industry experience. He previously worked for 13 years at the U.S. Department of Transportation. In addition to his advisory role, he is a licensed insurance agent and tax preparer. Personal Econome, LLC is a solo-advisor practice providing comprehensive financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm does not maintain client assets or offer discretionary portfolio management, focusing instead on written recommendations and periodic plan reviews tailored to client objectives.
Based on Personal Econome, LLC
$700 fixed fee for comprehensive financial planning services
Minimum fee: $700 fixed fee for comprehensive financial planning services Fee-only: Flat fee financial planning only; no commissions or performance-based fees
Decatur, GA
Georgia
U.S. Dept of Transportation
2006 - 2019 (13 years)
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Other specialized services
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Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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