E2E Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,650,611
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
49
22% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
TypicalAverage account size
$1,033,686
About
E2E Financial provides ongoing portfolio management, pension consulting (including 401(k) plan advisory and written pension plans), and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporate entities. The firm also distributes two weekly subscription newsletters—“E2E Market Update” and a sector-focused “E2E Dental Insights”—delivered by email.
E2E generally manages accounts on a discretionary basis, establishes an Investment Policy Statement for each client, and emphasizes long-term trading and portfolio construction using modern portfolio theory alongside fundamental, cyclical, and quantitative analysis. The firm primarily recommends ETFs and mutual funds, may implement direct-indexing strategies, and discloses use of AI tools for service delivery and meeting transcription while conducting at least quarterly account reviews and requiring custody through a specified provider (Altruist).
Noteworthy features relative to peers include the firm’s free weekly market and dental-focused newsletters (a service uncommon among similar advisers) and its explicit disclosures around direct indexing and AI-related risks. The brochure also discloses that a member of firm management is registered to sell insurance and may receive commissions on insurance sales, and that the firm’s sole management person has three outstanding IRS tax liens currently under a payment plan.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Annuities
Fee options
Fixed fees for pension consulting plans between $2,500 and $50,000; Fixed fees for financial planning between $4,800 and $30,000.
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.75% $5,000,000 - $14,999,999: 0.50% $15,000,000+: 0.35%
Hourly financial planning fees between $350 and $500 per hour.
Weekly subscription newsletters provided via email, free of charge.
Fee-only: Financial Planning fees: Fixed fees between $4,800 and $30,000; Hourly fees between $350 and $500 per hour.
Main office location
E2E Financial
5555 Glenridge Connector,, Suite 200
Atlanta GA 30342, United States
Number of offices
2
Most active in
E2E Financial 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:
-
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.
-
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.
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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
LinkedIn
Facebook
X
Instagram
Website
678-664-9745
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