Firm
CorneliusDavisJr.com
Decatur, Georgia
Fee-only
CorneliusDavisJr.com at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 4 individual clients.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Decatur, Georgia |
|---|---|
| Website | corneliusdavisjr.com |
| [email protected] | |
| Phone | (404) 593-9461 |
CorneliusDavisJr.com fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $325 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"First-time Homebuyer Coaching - $325 per participant" source
"Comprehensive Financial Plan - $3000 per plan" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Individual clients | 4 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 14, 2019 |
| SEC record | CRD 304549 |