Personal Econome, 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
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$0
About
Personal Econome, LLC provides comprehensive financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm operates as a solo-advisor practice and does not maintain client assets or provide discretionary portfolio management, delivering advice under written engagement agreements.
The advisor’s stated approach emphasizes fundamental analysis (with occasional use of technical and cyclical methods), a long‑term focus on high‑quality securities, and strategic asset allocation tailored to client objectives. Client work typically begins with an evaluation (often a net worth statement), proceeds through written recommendations and plan updates, and includes periodic reviews at least quarterly.
Distinctive features in the brochure include the principal’s background in public‑sector planning and finance and disclosed outside business activities: the advisor is a licensed insurance agent and a tax preparer who may receive separate compensation for insurance sales or tax preparation. The firm’s very small scale — no assets under management and a handful of clients — combined with explicit work for charitable organizations and small businesses, differentiates it from many independent advisers that manage client assets or charge percentage‑of‑AUM fees.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
General retirement planning
General tax planning
Fee options
$700 fixed fee for comprehensive financial planning services
Minimum fee: $700 fixed fee for comprehensive financial planning services Fee-only: Flat fee financial planning only; no commissions or performance-based fees
Main office location
Personal Econome, LLC
Decatur 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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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