About CANTLON FINANCIAL PLANNING LLC
CANTLON FINANCIAL PLANNING LLC is a well-established financial planning firm that provides expert financial advice and services to its clients. The company specializes in helping individuals and families create and manage their financial plans to achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
– Assesses clients’ current financial situation and creates personalized financial plans based on their goals and risk tolerance.
– Offers a range of financial services, including retirement planning, investment management, and tax planning.
– Takes a holistic approach to financial planning, considering all aspects of a client’s financial life.
Facts and Insights:
Founded in 2005, CANTLON FINANCIAL PLANNING LLC has been in business for over 15 years. The company is based in Atlanta and serves clients throughout the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 15 years |
Please note that the assets under management and number of advisors are publicly available numbers and are subject to change.
Financial Services Offered:
– Retirement planning
– Investment management
– Tax planning
– Estate planning
– Insurance planning
– Education planning
Client Types:
CANTLON FINANCIAL PLANNING LLC serves a diverse range of clients, including individuals, families, and small business owners.
Fees & Compensation:
CANTLON FINANCIAL PLANNING LLC operates as a fee-only financial planning firm. This means that the company does not earn any commissions or sell any products, ensuring that their advice is purely objective and in the best interest of their clients. The fees for their services are based on a percentage of the client’s assets under management.
Background:
CANTLON FINANCIAL PLANNING LLC was founded by John Cantlon, an experienced financial advisor with over 20 years of experience in the industry. He is a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know:
– CANTLON FINANCIAL PLANNING LLC has a clean disciplinary record with no disclosures listed on its Form ADV, as required by the Securities and Exchange Commission (SEC).
– Please note that all information regarding the firm’s disciplinary history and regulatory events are publicly available and can be found on the SEC’s website.