Vickie Klepper is a CFP-designated registered investment advisor at Creative Financial Partners, based in Atlanta, GA, with 3 years of industry experience. Vickie 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 3 more. Their firm serves 115 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Creative Financial Partners offers two ongoing financial planning options:
- Comprehensive Ongoing Financial Planning: A detailed plan covering various financial topics, with annual reviews and updates. Includes up to four hours of consultation per year. Fees range from $2,500 to $7,500 for the first year, paid as an initial deposit plus monthly payments.
- Basic Ongoing Financial Planning: A one-time analysis on specific topics, plus a monthly subscription to a financial planning tool. The fee is a $500 initial deposit plus $62.50 per month.
- Hourly Financial Planning: One-time analysis and recommendations on specific topics, billed at $250 per hour with a two-hour minimum. Requires a $500 non-refundable retainer.
Location
2342 Perimeter Park Dr, Suite 200B, Atlanta, GA, 30341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Creative Financial Partners
State Registrations1 state
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