Louis Pappas
Advisor at Cannon Financial Strategists, 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.
Advisor at Cannon Financial Strategists, 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.
Location
Athens, GA 30605
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Louis Pappas is a CFP® professional with 20 years of industry experience, currently serving at Cannon Financial Strategists, Inc. since 2011. Based in Athens, GA, he is involved in plan administration, including the design and implementation of insurance programs and participant education. Cannon Financial Strategists serves individuals, families, and institutional clients, offering wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets. The firm emphasizes documented Investment Policy Statements, diversified asset allocation, and tax-aware strategies using both active and passive investment vehicles.
Based on Cannon Financial Strategists, Inc.
Retirement plan advisory services may include flat fees for certain scopes of service, agreed upon prior to engagement.
$0 - $400,000: 1.00% $400,000 - $600,000: 0.75% $600,000 - $1,500,000: 0.50% $1,500,000 - $2,500,000: 0.35% $2,500,001+: 0.25%
Certain persons licensed insurance agents earn commission-based compensation for selling insurance products; commissions may be credited to clients.
Financial planning services hourly rates (specific amounts not stated); accounting and tax services hourly or fixed fees.
Fee-only: Financial planning services charged hourly at rates discussed prior to engagement; accounting and tax services charged hourly or fixed fee based on complexity.
649 8 South Milledge Ave
Athens, GA 30605
Georgia · Texas
Cannon Financial Strategists, Inc.
2011 - Present (15 years)
Cannon Securities, Inc.
2011 - Present (15 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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