George Livingston
George Livingston is a CFP-designated registered investment advisor at Livingston Financial Planning, INC., based in Santa Rosa Beach, FL, with 22 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 15 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Livingston Financial Planning provides investment management services through non-discretionary accounts. Clients must approve each investment decision. The firm typically recommends Altruist Financial LLC as the custodian. If a client does not wish to place their assets with Altruist, then Livingston Financial Planning potentially may not be able to manage their account under certain types of investment management services engagements. The firm's fees are based on an hourly rate of $285 per hour, or a retainer fee determined on a case-by-case basis.
Location
2050 West County Road 30A, M -1, Suite 230, Santa Rosa Beach, FL, 32459
Get directionsHistory
Regulatory History (1)
Regulatory
December 2006Other Business Activities
George jointly owns BS Management Inc. with his wife, a timberland and farmland management company, and is responsible for management decisions. He spends a few hours per week on this activity, which is not investment related.
Employment History
Current Registrations
Livingston Financial Planning, INC.
Previous Registrations
Livingston Financial Planning, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.