Susan Tillery
Paraklete Financial · Kennesaw, Georgia
Susan Tillery is a fee-only financial advisor at Paraklete Financial in Kennesaw, Georgia, who holds the PFS credential. Paraklete Financial reports charging fixed fees on its Form ADV.
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Facts
| Firm | Paraklete Financial |
|---|---|
| Based in | Kennesaw, Georgia |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | PFS |
| SEC registration | Investment adviser representative in AZ, CA, GA, NC, TX, VA · CRD 2619678 |
| Exams passed | Series 63 (1995) · Series 65 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.parakletefinancial.com |
| Profile |
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Questions about Susan
Is Susan Tillery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Paraklete Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Paraklete Financial, reports charging fixed fees on its SEC Form ADV.
Where is Susan Tillery based?
Susan Tillery is based in Kennesaw, Georgia.
What credentials does Susan Tillery hold?
Susan Tillery holds the PFS credential.
Is Susan Tillery registered with the SEC?
Yes. Susan Tillery is registered as an investment adviser representative in AZ, CA, GA, NC, TX and VA (CRD 2619678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Susan Tillery?
Through Susan's website, www.parakletefinancial.com.
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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