Advisor at Financial Planning Partners
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
Financial Planning Partners
Location
Marietta, GA
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Martin Sickles is a CFP® professional with 28 years of experience in financial planning and investment management. He is the president of Financial Planning Partners, an independent firm he has led since 1997. He also serves as CEO of Exeter Analytics Group, where he provides accounting and tax preparation services as a CPA. Financial Planning Partners primarily serves high-income individuals and business owners, offering tailored financial plans and non-discretionary portfolio management. The firm combines fundamental and technical analysis within a diversified asset allocation framework, often utilizing third-party managers for specialized strategies.
Based on Financial Planning Partners
Based on Financial Planning Partners
Based on Financial Planning Partners
$0+: 0.25% - 1.00% (FPP fee) $0+: 0.25% - 1.00% (Third-party investment manager fee)
Fee-only: Financial planning fees: General Plan $4,000 initial, $2,500 annual maintenance; Intermediate Plan $5,000 initial, $3,000 annual maintenance; Advanced Plan $7,000 initial, $4,500 annual maintenance; Complex Plan fees negotiated
Marietta, GA
Georgia
First Dominion Capital Corp
2021 - Present (5 years)
Exeter Analytics Group, Inc.
2020 - Present (6 years)
Triad Advisors, Inc.
2008 - 2019 (11 years)
Financial Planning Partners
1997 - Present (29 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Series 65
Marietta, GA
AF Capital Management, LLC
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
Series 66
Kennesaw, GA
Schumpert Investments, LLC
Series 65
Atlanta, GA
Covey Capital Advisors, LLC
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