Donald McCarty
Financial Decision Partners · Snellville, Georgia
Donald McCarty is a fee-only financial advisor at Financial Decision Partners in Snellville, Georgia, who holds the CFP credential. Donald focuses on retirement planning, estate & legacy planning and tax planning. Financial Decision Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Financial Decision Partners |
|---|---|
| Based in | Snellville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $15.5M across 63 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 2268919 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fdp-planners.com |
| Profile |
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Questions about Donald
Is Donald McCarty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Financial Decision Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Financial Decision Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald McCarty based?
Donald McCarty is based in Snellville, Georgia.
What does Donald specialize in?
Donald's specialties include retirement planning, estate & legacy planning, tax planning and pension planning. Donald works with pre-retirees.
What credentials does Donald McCarty hold?
Donald McCarty holds the CFP credential.
Is Donald McCarty registered with the SEC?
Yes. Donald McCarty is registered as an investment adviser representative in GA (CRD 2268919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Decision Partners manage?
Financial Decision Partners reports $15.5M across 63 accounts in assets under management.
How do I contact Donald McCarty?
Through Donald's website, www.fdp-planners.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
- Financial Decision Partners 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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