Cordi Powell is a CFP-designated registered investment advisor at Favored Financial Planning, based in Jamestown, NC, with 8 years of industry experience. Cordi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Favored Financial Planning offers investment management as an option within its standard financial planning service. If you request it, they will manage a personalized investment portfolio for you. The fee for the standard financial planning and investment management service is a fixed annual fee based on the complexity of your situation. The fee is calculated based on your marketable assets, including cash, securities, retirement accounts, the value of life insurance, and real estate. Tax preparation is a separate charge.
Location
Jamestown, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cordi is a consultant for Sum180, LLC, providing financial coaching for a minimal time each month. Cordi also develops financial advisor training materials for the Alliance of Comprehensive Planners, dedicating a few hours per week.
Employment History
Current Registrations
Favored Financial Planning
State Registrations1 state
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.