Advisor at Financial Decision Partners, 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
Financial Decision Partners, LLC
Location
Snellville, GA
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Donald Mccarty Jr. is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Financial Decision Partners, LLC in Snellville, GA. He has been with Financial Decision Partners since 2000. Financial Decision Partners manages approximately $14.1 million across about 36 client relationships, providing financial planning and portfolio management to individuals, trusts, and estates. The firm employs a fundamentally value-oriented investment approach with a long-term perspective and offers comprehensive, limited, and hourly financial planning alongside discretionary and non-discretionary asset management.
Based on Financial Decision Partners, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001 - $5,000,000: 0.50% annually Above $5,000,000+: Negotiable
Up to $150/hour for Hourly Financial Planning and Consultation
Account minimum: $100,000 Minimum fee: $750 minimum for each Limited Financial Planning service Fee-only: Comprehensive Financial Planning up to $5,000 per written report; Limited Financial Planning minimum $750 per service; Hourly Financial Planning up to $150/hour; Asset management fees as per tiered schedule or 1% for non-discretionary
Snellville, GA
Georgia
Financial Decision Partners
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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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