Advisor at Datapoint 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.
Firm
Datapoint Financial Planning, LLC
Location
Canton, GA
Credentials
CFP®, Series 63
Industry experience
4 years
David Barfield is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Datapoint Financial Planning, LLC in Canton, GA, and previously worked at Chastain Wealth Management and Fiserv. Datapoint Financial Planning, LLC provides fee-only financial planning services to individuals and high-net-worth clients, focusing on retirement, tax, estate, insurance, college savings, employee benefits, and business planning. The firm offers project-based or hourly planning engagements without discretionary investment management or custody of client assets.
Based on Datapoint Financial Planning, LLC
Comprehensive hourly financial planning engagements are quoted as a flat fee based on estimated hours, with one-third due at start and remainder at conclusion.
$300 per hour (as of 3/1/2024) for hourly financial planning engagements.
Fee-only: Ongoing Comprehensive Financial Planning: Upfront fee ranging from $1,100 to $5,000 plus monthly fees between $95 and $500 depending on complexity and client needs; Hourly Financial Planning: $300 per hour (as of 3/1/2024) for as-needed planning, comprehensive planning quoted as a flat fee based on estimated hours.
Canton, GA
Florida · Georgia · Louisiana
Datapoint Financial Planning, LLC
2021 - Present (5 years)
Chastain Wealth Management
2021 - 2022 (1 year)
Fiserv
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
Canton, GA
Gustafsson Wealth Management, Inc.
CFP®, Series 63
Alpharetta, GA
Cwpim
Series 65
Alpharetta, GA
E.A. Hendrich Financial Planning, LLC
Series 65, Series 66
Alpharetta, GA
Ensure Capital LLC
Series 65
Alpharetta, GA
Versailles Financial, LLC
CFA®, Series 63, Series 65
Canton, GA
Windward Partners, L.L.C.
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