Felicia Voloschin
Life's Business · Atlanta, Georgia
Felicia Voloschin is a fee-only financial advisor at Life's Business in Atlanta, Georgia, who holds the CFP credential. Life's Business reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Life's Business |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.9M across 8 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 3090262 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Felicia's firm compares
- Life's Business's average account is about $988,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Felicia
Is Felicia Voloschin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Felicia holds no broker registration, and Life's Business reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Felicia charge for financial advice?
Felicia's firm, Life's Business, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Felicia Voloschin based?
Felicia Voloschin is based in Atlanta, Georgia.
What credentials does Felicia Voloschin hold?
Felicia Voloschin holds the CFP credential.
Is Felicia Voloschin registered with the SEC?
Yes. Felicia Voloschin is registered as an investment adviser representative in GA (CRD 3090262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Life's Business manage?
Life's Business reports $7.9M across 8 accounts in assets under management.
How do I contact Felicia Voloschin?
Contact details aren't on file yet. Search for Life's Business.
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
- 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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