Cecil Staton

Advisor at ARCH Financial Planning, LLC

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Credentials

CFP®

ARCH Financial Planning, LLC logo

Firm

ARCH Financial Planning, LLC

Location

Athens, GA

About

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.

Expertise

General retirement planning Business ownership considerations Wealth management

Demographic focus

Gen Y/Millennials (Born 1980-1995)

Fee options

AUM: 1.00%

Flat: $4,200 - $6,000

Hourly: $150+/hr

Monthly: $400+/mo

Our minimum fee is $6,000 per year.

Work history

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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