Cecil Staton
Advisor at ARCH 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.
Advisor at ARCH 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.
Arch Financial Planning is a fee-only, fiduciary financial advisory firm headquartered in Athens, Georgia, proudly serving clients across the entire state. Led by Cecil Staton, CFP®, the firm specializes in helping Georgia families, professionals, and retirees build confident, tax-efficient retirement plans.
As a CERTIFIED FINANCIAL PLANNER™ professional, Cecil brings deep expertise in retirement income strategies, investment management, equity compensation, and advanced tax planning—particularly for Georgia residents navigating state-specific rules like the Georgia Retirement Income Exclusion, PTET elections, and pension options. With experience working closely with university faculty, medical and dental professionals, business owners, and high-income households, Cecil’s approach combines technical rigor with a warm, educational style.
Arch Financial Planning partners with clients who want clarity and proactive guidance—crafting retirement plans that incorporate Social Security timing, tax-efficient withdrawal strategies, Roth conversion analysis, investment allocation, healthcare planning, estate considerations, and long-term financial security.
Whether you're in Athens, Metro Atlanta, North Georgia, or along the Georgia coast, Arch Financial Planning delivers personalized, modern financial planning to help you retire with confidence and live a life aligned with your values.
AUM: 1.00%
Flat: $4,200 - $6,000
Hourly: $150+/hr
Monthly: $400+/mo
Our minimum fee is $6,000 per year.
ARCH Financial Planning, LLC
2022 - Present (4 years)
Blend Financial Inc. dba Origin Financial
2022 - 2023 (1 year)
Buckingham Strategic Wealth, LLC
2020 - 2022 (2 years)
NOVA Wealth Management Group, LLC
2018 - 2020 (2 years)
Smith & Howard Wealth Management, Llc
2015 - 2018 (3 years)
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