Jeffrey Payne, Jr., Cfp®
Payne Financial Management · Kennesaw, Georgia
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.
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Facts
| Firm | Payne Financial Management |
|---|---|
| Based in | Kennesaw, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $39.9M across 279 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 2868105 |
| Exams passed | Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.paynefinancialmanagement.com |
How Jeffrey's firm compares
- Payne Financial Management's average account is about $143,000, from its Form ADV (assets managed divided by 279 accounts).
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Questions about Jeffrey
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.
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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