Lamar Plunkett
Plunkett & Associates · Carrollton, Georgia
Lamar Plunkett is a fee-only financial advisor at Plunkett & Associates in Carrollton, Georgia, who holds the CFA credential. Plunkett & Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Plunkett & Associates |
|---|---|
| Based in | Carrollton, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $8.2M across 16 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 4681378 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Lamar's firm compares
- Plunkett & Associates's average account is about $514,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Lamar
Is Lamar Plunkett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lamar holds no broker registration, and Plunkett & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lamar charge for financial advice?
Lamar's firm, Plunkett & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lamar Plunkett based?
Lamar Plunkett is based in Carrollton, Georgia.
What credentials does Lamar Plunkett hold?
Lamar Plunkett holds the CFA credential.
Is Lamar Plunkett registered with the SEC?
Yes. Lamar Plunkett is registered as an investment adviser representative in GA (CRD 4681378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plunkett & Associates manage?
Plunkett & Associates reports $8.2M across 16 accounts in assets under management.
How do I contact Lamar Plunkett?
Contact details aren't on file yet. Search for Plunkett & Associates.
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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