Advisor at Corners 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
Corners Financial Planning, LLC
Location
Peachtree Corners, GA 30092
Credentials
CFP®, ChFC®, Series 63
Industry experience
17 years
John Peterson is a CFP® and ChFC® with 17 years of industry experience. He is the principal of Corners Financial Planning, LLC in Peachtree Corners, GA, where he has worked since 2018. He also has experience with Dempsey Financial Network and Dempsey & Associates Inc. Outside of advisory work, he is involved in fixed insurance sales through Dempsey & Associates. Corners Financial Planning, LLC provides investment advisory and financial planning services to individuals and small businesses. The firm offers tailored advisory work using various strategies and manages a small client base with discretionary and non-discretionary accounts.
Based on Corners Financial Planning, LLC
Quick Start Financial Planning fixed fee $500; Financial Planning Fixed Fee $250-$695
$0 - $100,000: 1.25% $100,001 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001+: 0.50%
$150 per hour
Comprehensive Financial Planning ongoing fee $1,000-$3,000 per year ($83-$250 per month or $250-$750 per quarter)
Fee-only: Comprehensive Financial Planning ongoing fee $1,000-$3,000 per year; Quick Start Financial Planning fixed fee $500; Financial Planning Hourly Fee $150/hour; Financial Planning Fixed Fee $250-$695
5425 Peachtree Parkway
Peachtree Corners, GA 30092
Georgia
Corners Financial Planning, LLC
2018 - Present (8 years)
Dempsey Financial Network
2008 - Present (18 years)
Dempsey & Associates Inc
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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