David Barfield
Hourly, fee-only advice for individuals, families and small businesses who want to pay only for the time they need.
Datapoint Financial Planning, LLC · Canton, Georgia
David Barfield is a fee-only financial advisor at Datapoint Financial Planning, LLC in Canton, Georgia, who holds the CFP credential. David charges hourly fees (no asset minimum) and focuses on retirement planning, tax planning and real estate investors.
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Specialties
Who they serve
- Tech employees
- Early-career professionals
- Pre-retirees
About
David Barfield offers hourly financial advice to individuals, families and small businesses through Datapoint Financial Planning, with no minimums. Clients come from all walks of life, with varied wealth, income and investment knowledge. The firm doesn't manage assets but gives specific, tailored investment advice and helps with implementation as much as needed while clients keep control of their accounts.
As a fee-only firm, Datapoint is paid only the hourly fees clients pay directly, a model David sees as the most transparent and fair. Most clients start with a comprehensive plan covering retirement, education, insurance, estate planning and investments, then return as questions or changes come up, or for an annual review.
David caught the investing bug in high school from a hometown advisor in Albany, Georgia, earned a finance degree from the University of Georgia, and later spent two decades in tech specializing in database design and development.
Facts
| Firm | Datapoint Financial Planning, LLC |
|---|---|
| Based in | Canton, Georgia |
| Fee model | Hourly |
| Fees (firm's website) | No asset minimum |
| Fees (Advice-Only Network profile) | $375 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, LA · CRD 2250945 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | datapointfinancialplanning.com |
How David's firm compares
- The hourly rate is $375, above the US median of $300 for fee-only firms that publish prices.
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Questions about David
Is David Barfield a fee-only financial advisor?
Yes. David Barfield is listed in the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges hourly fees.
How much does David charge?
According to Datapoint Financial Planning, LLC's website, checked October 28, 2026: no asset minimum.
Does David work with clients virtually?
Yes. David's Advice-Only Network profile says they meet with clients virtually.
Where is David Barfield based?
David Barfield is based in Canton, Georgia.
What does David specialize in?
David's specialties include retirement planning, tax planning, real estate investors, estate & legacy planning, small business owners and equity compensation. David works with tech employees, early-career professionals and pre-retirees.
What credentials does David Barfield hold?
David Barfield holds the CFP credential.
Is David Barfield registered with the SEC?
Yes. David Barfield is registered as an investment adviser representative in FL, GA and LA (CRD 2250945), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact David Barfield?
Through David's website, datapointfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Advice-Only Network listing : advice-only practices, no product sales
- Datapoint Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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