Joe Richardson is a CFP-designated registered investment advisor at Strategic Capital Planning, INC., based in Kennesaw, GA, with 19 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
Kennesaw, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joe works as a contractor for Planters Rural Telephone Cooperative since 2006, providing accounting services and preparing financial statements. This will soon become a permanent, full-time position as an employee of the company.
Employment History
Current Registrations
Strategic Capital Planning, INC.
State Registrations1 state
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