Financial Planning Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,382,322
Total clients
14
43% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$884,452
About
Financial Planning Partners, Inc. provides financial planning and investment management primarily to individuals with high income or net worth and to business owners, offering written financial plans (ranging from General to Complex) and optional annual plan maintenance. The firm reports approximately $12.38 million in assets under management across about 14 clients and implements portfolio recommendations on a non‑discretionary basis.
FPP combines fundamental and technical analysis within a diversified asset allocation framework, tailoring portfolios to each client’s time horizon, risk tolerance, and plan complexity and often employing third‑party investment managers for specialized strategies. Portfolios are built to limit large single‑equity exposures and the firm integrates investment advice with its comprehensive planning process, with the client retaining final approval for transactions in most cases.
What distinguishes this firm from many peers is the advisor’s extensive cross‑professional activity: the principal operates Exeter Analytics Group and provides accounting and tax preparation, mortgage origination, real estate brokerage, and insurance services, and holds CPA, CFP, and other industry licenses. These affiliated services, together with the firm’s predominantly non‑discretionary implementation and its use of a single custodian relationship, represent practice features that are less common among independent advisory firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0+: 0.25% - 1.00% (FPP fee) $0+: 0.25% - 1.00% (Third-party investment manager fee)
Fee-only: Financial planning fees: General Plan $4,000 initial, $2,500 annual maintenance; Intermediate Plan $5,000 initial, $3,000 annual maintenance; Advanced Plan $7,000 initial, $4,500 annual maintenance; Complex Plan fees negotiated
Main office location
Financial Planning Partners
Marietta GA, United States
Number of offices
1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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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