# Joe Richardson

> Joe Richardson is a fee-only financial advisor at Strategic Capital Planning in Kennesaw, Georgia, who holds the CFP credential. Strategic Capital Planning reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joe-richardson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Strategic Capital Planning
- **Based in:** Kennesaw, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $20.0M across 20 accounts
- **Credentials:** CFP
- **CRD:** 3172147 (https://adviserinfo.sec.gov/individual/summary/3172147)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (1998)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Joe Richardson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joe holds no broker registration, and Strategic Capital Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joe charge for financial advice?

Joe's firm, Strategic Capital Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Joe Richardson based?

Joe Richardson is based in Kennesaw, Georgia.

### What credentials does Joe Richardson hold?

Joe Richardson holds the CFP credential.

### Is Joe Richardson registered with the SEC?

Yes. Joe Richardson is registered as an investment adviser representative in GA (CRD 3172147), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Strategic Capital Planning manage?

Strategic Capital Planning reports $20.0M across 20 accounts in assets under management.

### How do I contact Joe Richardson?

Contact details aren't on file yet. Search for Strategic Capital Planning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3172147): 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.