Advisor at Livingston Financial Planning, Inc.
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Firm
Livingston Financial Planning, Inc.
Location
Santa Rosa Beach, FL 32459
Credentials
CFP®, Series 65
Industry experience
22 years
George Livingston is a CFP® and Series 65 designated advisor with 22 years of industry experience. He has been with Livingston Financial Planning, Inc. since 2002. Outside of financial advising, he manages timberland and farmland in Decatur County, Georgia, overseeing timber production and farm rental activities. Livingston Financial Planning, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm employs a long-term, buy-and-hold investment approach focused on diversified allocations to low-cost index funds, ETFs, and investment-grade fixed income, with investment management conducted on a largely non-discretionary basis under client-approved agreements.
Based on Livingston Financial Planning, Inc.
Based on Livingston Financial Planning, Inc.
$285 per hour effective April 1, 2025; $1,500 minimum for hourly engagements
Account minimum: $1,500 minimum for hourly engagements Minimum fee: $1,500 minimum for hourly engagements Fee-only: Hourly rate of $285/hour effective April 1, 2025; retainer fees determined case-by-case based on scope and complexity
2050 West County Road 30 A, M 1, Suite 230
Santa Rosa Beach, FL 32459
Florida · Georgia · Texas
Livingston Financial Planning, Inc.
2002 - Present (24 years)
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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.
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