Advisor at Payne Financial Management, L.L.C.
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Firm
Payne Financial Management, L.L.C.
Location
Kennesaw, GA 30144
Credentials
CFP®, Series 65
Industry experience
22 years
Jeffrey Payne, Jr., CFP® is the sole advisor at Payne Financial Management, L.L.C. in Kennesaw, GA, with 22 years of industry experience. He has led his firm since 1999, holding the CFP® designation and Series 65 license. Payne Financial Management, L.L.C. serves individual clients, focusing on those planning for, transitioning into, or already in retirement. The firm provides discretionary portfolio management and financial planning services tailored to each client’s goals and risk tolerance, with an emphasis on client education and regular portfolio reviews.
Based on Payne Financial Management, L.L.C.
Based on Payne Financial Management, L.L.C.
Comprehensive Financial Plan: $5,000 fixed fee; Annual Financial Plan Review: $2,500 fixed fee.
$100,000 - $499,999: 3% $500,000 - $999,999: 2% $1,000,000 - $4,999,999: 1.5% $5,000,000+: 1%
$500 hourly fee for separate financial planning consultations.
Account minimum: $100,000 Fee-only: Firm is fee-only; no commissions or outside compensation.
125 Town Park Drive Nw, Suite 300
Kennesaw, GA 30144
Georgia
Payne Financial Management, L.L.C.
1999 - Present (27 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
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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