Connie Judkins
Palmetto Financial Planners · Richmond Hill, Georgia
Connie Judkins is a fee-only financial advisor at Palmetto Financial Planners in Richmond Hill, Georgia, who holds the CFP credential. Connie charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | Palmetto Financial Planners |
|---|---|
| Based in | Richmond Hill, Georgia |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $20.5M across 31 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC · CRD 5962535 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pfplanners.com |
| Profile |
How Connie's firm compares
- Palmetto Financial Planners's average account is about $661,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Connie
Is Connie Judkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connie holds no broker registration, and Palmetto Financial Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connie charge for financial advice?
Connie charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee.
How much does Connie charge?
According to Palmetto Financial Planners's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Connie Judkins based?
Connie Judkins is based in Richmond Hill, Georgia.
What does Connie specialize in?
Connie's specialties include retirement planning.
What credentials does Connie Judkins hold?
Connie Judkins holds the CFP credential.
Is Connie Judkins registered with the SEC?
Yes. Connie Judkins is registered as an investment adviser representative in GA and SC (CRD 5962535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Palmetto Financial Planners manage?
Palmetto Financial Planners reports $20.5M across 31 accounts in assets under management.
How do I contact Connie Judkins?
Through Connie's website, www.pfplanners.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
- Palmetto Financial Planners website : specialties, clients served, and fees, checked October 30, 2026
- 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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