Datapoint Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
55
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$0
About
Datapoint Financial Planning, LLC provides fee-only financial planning to individuals and high-net-worth individuals, offering services that include retirement and tax planning, estate and insurance reviews, college savings, employee benefits optimization, and business planning. Services are delivered as either project-based comprehensive financial plans or as-needed hourly planning, with clients receiving a written or electronic plan at engagement conclusion.
The firm does not provide discretionary investment management, custody of client assets, or participate in wrap programs; investment recommendations may be included in planning but implementation and brokerage arrangements are left to the client. As a fee-only adviser with no outside compensation or affiliate relationships, the firm states it will not receive third-party payments for recommended products or select other advisers on clients’ behalf.
Notably, the firm reports no assets under management and has moved away from ongoing retainer planning toward flat-fee, project-based engagements with a limited post-delivery follow-up period, which differs from many peers that commonly offer AUM-based fees or ongoing management. The principal holds CFP® certification, and the firm emphasizes a client-centered planning process without selling or trading securities on clients’ behalf.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
Comprehensive hourly financial planning engagements are quoted as a flat fee based on estimated hours, with one-third due at start and remainder at conclusion.
$300 per hour (as of 3/1/2024) for hourly financial planning engagements.
Fee-only: Ongoing Comprehensive Financial Planning: Upfront fee ranging from $1,100 to $5,000 plus monthly fees between $95 and $500 depending on complexity and client needs; Hourly Financial Planning: $300 per hour (as of 3/1/2024) for as-needed planning, comprehensive planning quoted as a flat fee based on estimated hours.
Main office location
Datapoint Financial Planning, LLC
Canton GA, United States
Number of offices
1
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
Quick links
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