Lori Eason
Alder Financial Group · Atlanta, Georgia
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.
Request an introduction to Lori →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Alder Financial Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $224.1M across 249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, GA · CRD 7804301 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | alderfinancial.com |
| Profile |
How Lori's firm compares
- Alder Financial Group's average account is about $900,000, from its Form ADV (assets managed divided by 249 accounts).
Request an introduction to Lori
Tell Lori a little about what you're looking for. Lori isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lori
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Alder Financial Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.