Luke McCord
Greenway Financial Planning, LLC · Cumming, Georgia
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $67K across 2 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 7030031 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | greenwayfinancialplanning.com |
| Profile |
How Luke's firm compares
- Ongoing planning starts at $2,400 a year, below the Georgia median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Georgia median of $2,000 for fee-only firms that publish prices.
- Greenway Financial Planning, LLC's average account is about $34,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Luke
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Greenway Financial Planning, LLC 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.
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