CEI Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,745,755
Clients
7
86% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$677,965
About
CEI Financial Planning is an independent registered investment adviser serving individual clients, with the brochure noting a particular focus on higher‑net‑worth households (net assets over $1,000,000) while also offering lower‑cost reviews for clients with more limited needs. Services described include comprehensive financial planning covering income and estate tax considerations, retirement and pension planning, real estate, insurance, and ongoing consultation.
The firm describes an investment approach grounded in cyclical and fundamental analysis — considering economic conditions, tax and interest rate environments, industry outlooks, and company fundamentals — with an emphasis on diversification and asset allocation rather than technical charting. CEI does not provide discretionary money management; instead it assists clients in selecting outside money managers and solicits investment advisory services from third‑party firms such as Brinker Capital, AssetMark Trust Company, and Eqis Capital Management, reflecting primarily non‑discretionary relationships.
Advisory services are delivered through a solo, long‑tenured CFP practitioner with decades of industry experience and a background in corporate finance and professional leadership, consistent with a small independent practice. The brochure includes a formal disclosure statement filed with the state securities regulator and lists insurance among advisory topics, so prospective clients are directed to review the filed disclosures and the firm’s role regarding insurance recommendations.
Client services
Financial planning
Expertise
General tax planning
General estate planning guidance
Retirement income strategy
Real estate investing
Fee options
In many cases, flat fee quotes available for financial planning
Under $250,000 - $250,000: $375 quarterly $250,000 - $500,000: $625 quarterly $500,000 - $750,000: $875 quarterly $750,000 - $1,000,000: $1,000 quarterly $1,000,000 - $1,250,000: $1,250 quarterly $1,250,000 - $1,500,000: $1,500 quarterly $1,500,000 - $2,000,000: $1,750 quarterly $2,000,000 - $3,000,000: $2,000 quarterly $3,000,000 - $5,000,000: $2,250 quarterly Above $5,000,000+: Negotiated
Financial Planning $175.00/hour; Clerical Services $40.00/hour
Fee-only: Financial Planning $175.00/hour; Clerical Services $40.00/hour; Retainer fee of $500 required; Flat fee quotes possible
Main office location
CEI Financial Planning
Milton GA, United States
Number of offices
1
Most active in
CEI Financial Planning has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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