Brenda Sakon
Francis Financial · Decatur, Georgia
Brenda Sakon is a fee-only financial advisor at Francis Financial in Decatur, Georgia, who holds the CFP credential. Francis Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Francis Financial |
|---|---|
| Based in | Decatur, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $803.2M across 1,048 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7339978 |
| Exams passed | Series 65 (2021) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.francisfinancial.com |
How Brenda's firm compares
- Francis Financial's average account is about $766,000, from its Form ADV (assets managed divided by 1,048 accounts).
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Questions about Brenda
Is Brenda Sakon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brenda holds no broker registration, and Francis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brenda charge for financial advice?
Brenda's firm, Francis Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brenda Sakon based?
Brenda Sakon is based in Decatur, Georgia.
What credentials does Brenda Sakon hold?
Brenda Sakon holds the CFP credential.
Is Brenda Sakon registered with the SEC?
Yes. Brenda Sakon is registered as an investment adviser representative in NY (CRD 7339978), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Francis Financial manage?
Francis Financial reports $803.2M across 1,048 accounts in assets under management.
How do I contact Brenda Sakon?
Through Brenda's website, www.francisfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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