# Luke McCord

> Luke McCord is a fee-only financial advisor at Greenway Financial Planning, LLC in Cumming, Georgia, who holds the CFP credential. Luke charges an ongoing planning fee and a percentage of assets (ongoing planning from $2,400 a year and one-time plans from $500) and focuses on retirement planning.

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

## Facts

- **Firm:** Greenway Financial Planning, LLC
- **Based in:** Cumming, Georgia
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $2,400 a year; one-time plans from $500; 0.85% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $67K across 2 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 7030031 (https://adviserinfo.sec.gov/individual/summary/7030031)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://greenwayfinancialplanning.com

## Frequently asked questions

### Is Luke McCord a fee-only financial advisor?

Yes. Luke McCord is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Luke's firm.

### How does Luke charge for financial advice?

Luke charges an ongoing planning fee and a percentage of assets.

### How much does Luke charge?

According to Greenway Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $500; 0.85% a year on the first tier of assets managed; no asset minimum.

### Does Luke work with clients virtually?

Yes. Greenway Financial Planning, LLC says on its website that it works with clients remotely.

### Where is Luke McCord based?

Luke McCord is based in Cumming, Georgia.

### What does Luke specialize in?

Luke's specialties include retirement planning.

### What credentials does Luke McCord hold?

Luke McCord holds the CFP credential.

### Is Luke McCord registered with the SEC?

Yes. Luke McCord is registered as an investment adviser representative in GA (CRD 7030031), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Greenway Financial Planning, LLC manage?

Greenway Financial Planning, LLC reports $67K across 2 accounts in assets under management.

### How do I contact Luke McCord?

Through Luke's website, greenwayfinancialplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/luke-mccord-10765): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://greenwayfinancialplanning.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.