# Jeffrey Payne, Jr., Cfp®

> Jeffrey Payne, Jr., Cfp® is a fee-only financial advisor at Payne Financial Management in Kennesaw, Georgia, who holds the CFP credential. Payne Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-payne-jr-cfp/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Payne Financial Management
- **Based in:** Kennesaw, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $39.9M across 279 accounts
- **Credentials:** CFP
- **CRD:** 2868105 (https://adviserinfo.sec.gov/individual/summary/2868105)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (1997)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.paynefinancialmanagement.com/

## Frequently asked questions

### Is Jeffrey Payne, Jr., Cfp® a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Payne Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jeffrey Payne, Jr., Cfp® based?

Jeffrey Payne, Jr., Cfp® is based in Kennesaw, Georgia.

### What credentials does Jeffrey Payne, Jr., Cfp® hold?

Jeffrey Payne, Jr., Cfp® holds the CFP credential.

### Is Jeffrey Payne, Jr., Cfp® registered with the SEC?

Yes. Jeffrey Payne, Jr., Cfp® is registered as an investment adviser representative in GA (CRD 2868105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Payne Financial Management manage?

Payne Financial Management reports $39.9M across 279 accounts in assets under management.

### How do I contact Jeffrey Payne, Jr., Cfp®?

Through Jeffrey's website, www.paynefinancialmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2868105): 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

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