Contemporary Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,002,480
Clients
46
41% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
46
HighAverage account size
$1,043,532
About
The firm provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses, offering both ongoing comprehensive planning and limited-scope/project or hourly engagements. Its planning services explicitly include divorce financial planning, business planning, cash-flow and debt management, and other specialized topics as part of tailored client engagements.
For portfolio management the firm emphasizes Modern Portfolio Theory and primarily uses passive investment strategies with strategic asset allocation and occasional tactical adjustments to target risk/return objectives. Like many independent advisers, it charges account-based advisory fees and additionally operates a wrap-fee program that it manages on an individualized basis and from which it receives a portion of the wrap fee.
Noteworthy features include acting as a wrap-fee program sponsor — a relatively uncommon arrangement for independent advisers — and offering educational seminars and paid speaking engagements (with a stated option for pro‑bono presentations). The firm’s principal holds a Certified Divorce Financial Analyst credential and operates a separate divorce-focused business, and the firm discloses an institutional custodial relationship that provides technology and support services tied to asset levels, a potential economic incentive to maintain client assets on that platform.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Divorce financial planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Limited Scope Financial Planning project-based fixed fees between $1,000 and $25,000; fees are based on complexity and scope and may be negotiable.
$0 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.30% $2,000,001 - $5,000,000: 1.15% $5,000,001 - $7,000,000: 1.00% $7,000,001 - $10,000,000: 0.90% $10,000,001+: 0.80%
Up to $350 per hour for financial planning and divorce financial planning services; fee may be negotiable.
Ongoing Comprehensive Financial Planning subscription fee from $1,250 to $6,000 per quarter, paid quarterly or monthly in advance; fee may be negotiable.
Fee-only: Ongoing Comprehensive Financial Planning fee ranges from $1,250 to $6,000 per quarter, fixed quarterly fee, may be paid monthly or quarterly and is negotiable in certain cases; Limited Scope Financial Planning fixed fees range from $1,000 to $25,000 per project; Hourly fee of up to $350 per hour for specific financial planning services.
Main office location
Contemporary Financial Planning
44 B Blue Ridge Street
Blairsville GA 30512, United States
Number of offices
2
Most active in
Contemporary Financial Planning has reported serving >5 clients in these states in the last 12 months.
Florida · 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:
-
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.
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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.
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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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