Cordi Powell
Favored Financial Planning · Jamestown, North Carolina
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.
Request an introduction to Cordi →
Specialties
Facts
| Firm | Favored Financial Planning |
|---|---|
| Based in | Jamestown, North Carolina |
| Fee model (firm's Form ADV) | Fixed fees |
| Works virtually | Yes |
| Assets under management | $3.4M across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6021834 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.favoredfp.com |
| Profile |
How Cordi's firm compares
- Favored Financial Planning's average account is about $566,000, from its Form ADV (assets managed divided by 6 accounts).
Request an introduction to Cordi
Tell Cordi a little about what you're looking for. Cordi isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cordi
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.
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
- Favored Financial Planning 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.
See something wrong? Request a correction. Read our methodology.