Advisor at Livingston Financial Planning, Inc.
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
Livingston Financial Planning, Inc.
Location
Atlanta, GA
Credentials
Series 65
Industry experience
1 year
James Livingston is a financial advisor at Livingston Financial Planning, Inc. in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked at Alpha Financial Management Consultants and Accenture. 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 provides comprehensive and limited-scope financial planning, educational workshops, and investment management services, using a long-term, buy-and-hold approach focused on diversified allocations to low-cost index funds, ETFs, and investment-grade fixed income.
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
Atlanta, GA
Florida · Georgia · Texas
Livingston Financial Planning, Inc.
2024 - Present (2 years)
Self Employed
2023 - 2024 (1 year)
Alpha Financial Management Consultants
2020 - 2023 (3 years)
Accenture
2003 - 2020 (17 years)
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Insurance agent
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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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