# Cordi Powell

> Cordi Powell is a fee-only financial advisor at Favored Financial Planning in Jamestown, North Carolina, who holds the CFP credential. Cordi focuses on tax planning and estate & legacy planning. Favored Financial Planning reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cordi-powell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Favored Financial Planning
- **Based in:** Jamestown, North Carolina
- **Fee model (firm's Form ADV):** Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $3.4M across 6 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 6021834 (https://adviserinfo.sec.gov/individual/summary/6021834)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.favoredfp.com

## Frequently asked questions

### Is Cordi Powell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cordi holds no broker registration, and Favored Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Cordi charge for financial advice?

Cordi's firm, Favored Financial Planning, reports charging fixed fees on its SEC Form ADV.

### Does Cordi work with clients virtually?

Yes. Favored Financial Planning says on its website that it works with clients remotely.

### Where is Cordi Powell based?

Cordi Powell is based in Jamestown, North Carolina.

### What does Cordi specialize in?

Cordi's specialties include tax planning and estate & legacy planning.

### What credentials does Cordi Powell hold?

Cordi Powell holds the CFP credential.

### Is Cordi Powell registered with the SEC?

Yes. Cordi Powell is registered as an investment adviser representative in NC (CRD 6021834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Favored Financial Planning manage?

Favored Financial Planning reports $3.4M across 6 accounts in assets under management.

### How do I contact Cordi Powell?

Through Cordi's website, www.favoredfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6021834): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://favoredfp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.