Joe Richardson
Strategic Capital Planning · Kennesaw, Georgia
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.
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Facts
| Firm | Strategic Capital Planning |
|---|---|
| Based in | Kennesaw, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $20.0M across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 3172147 |
| Exams passed | Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joe's firm compares
- Strategic Capital Planning's average account is about $998,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Joe
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.
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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