David Barfield is a CFP-designated registered investment advisor at Datapoint Financial Planning, LLC, based in Canton, GA, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Project-based comprehensive financial planning — quoted as a flat fee based on estimated hours, billed at the current rate of $375 per hour. Typically takes 10 to 20 hours over twelve weeks and covers a comprehensive review of net worth, cash flow, insurance, retirement, investments, college savings, estate planning, and tax planning strategies.
- Hourly financial planning — $375 per hour for limited-scope, as-needed advice billed in one-minute increments.
Contact
David Barfield
Location
Canton, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Datapoint Financial Planning, LLC
State Registrations3 states
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Exams
Additional Information
Hourly Financial Planning
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