# Lori Eason

> Lori Eason is a fee-only financial advisor at Alder Financial Group in Atlanta, Georgia, who holds the CFP credential. Lori focuses on retirement planning. Alder Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lori-eason/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Alder Financial Group
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $224.1M across 249 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7804301 (https://adviserinfo.sec.gov/individual/summary/7804301)
- **SEC registration:** Investment adviser representative in AL, GA
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://alderfinancial.com

## Frequently asked questions

### Is Lori Eason a fee-only financial advisor?

Yes. Lori Eason is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lori's firm.

### How does Lori charge for financial advice?

Lori's firm, Alder Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Lori Eason based?

Lori Eason is based in Atlanta, Georgia.

### What does Lori specialize in?

Lori's specialties include retirement planning. Lori works with pre-retirees and retirees.

### What credentials does Lori Eason hold?

Lori Eason holds the CFP credential.

### Is Lori Eason registered with the SEC?

Yes. Lori Eason is registered as an investment adviser representative in AL and GA (CRD 7804301), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Alder Financial Group manage?

Alder Financial Group reports $224.1M across 249 accounts in assets under management.

### How do I contact Lori Eason?

Through Lori's website, alderfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6762): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://alderfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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