Cecil Staton is a CFP-designated registered investment advisor at Arch Financial Planning, LLC, based in Athens, GA, with 8 years of industry experience. Cecil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 15 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Clients engaging AFP for both Investment Management and Ongoing Financial Planning services who have at least $1,000,000 in assets under management with AFP will only pay the asset-based fee. This is negotiable solely at AFP’s discretion.
Fee Estimator
Contact
Cecil Staton
Location
Athens, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cecil is a financial planner at Origin Financial, dedicating about 20% of their time. Cecil is also the President of Arch Financial Planning, LLC, a registered investment advisor, dedicating full-time hours.
Employment History
Current Registrations
Arch Financial Planning, LLC
Previous Registrations
Origin Financial
Buckingham Strategic Wealth, LLC
Nova Wealth Management Group, LLC
Smith & Howard Wealth Management, LLC
State Registrations2 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.