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Consolidated Planning Corp.

Headquartered in ATLANTA, GA

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Firm Information

Consolidated Planning Corp. is an investment advisory firm based in Atlanta, GA with approximately $1 billion to $10 billion in assets under management. The firm serves individuals, corporations, charitable organizations, and high-net-worth individuals. Consolidated Planning Corp. provides a range of services including financial planning, portfolio management, and selection of other advisors. The firm also participates in wrap fee programs.

Consolidated Planning Corp.

1475 PEACHTREE ST. NE

ATLANTA, GA 30309

$1.58B

Assets Under Management

7

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third-party advisory fees

Branch Locations (4)

CONSOLIDATED PLANNING CORP. has a total of 4 branch locations across the country.
location

St. Petersburg, FL

location

Woodstock, GA

location

Virginia Beach, VA

location

ATLANTA, GA

Advisors at Consolidated Planning Corp.

View All 22 Advisors
Unclaimed
Nicholas J Hughes

RA

ATLANTA, GA

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Unclaimed
Blake Anthony Flood

CFP®, RA

ATLANTA, GA

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Unclaimed
Adele Versie Gipson

CFP®, CFA®, RA

ATLANTA, GA

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Unclaimed
Claudia Puopolo Bellars

CFP®, RA

Virginia Beach, VA

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Unclaimed
Zachary Owen Harris

RA

ATLANTA, GA

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Unclaimed
Krista Elder Pritchett

RA

ATLANTA, GA

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Unclaimed
Daren Meliton Sexton

RA

Woodstock, GA

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Unclaimed
Timothy John Bellars

RA

Virginia Beach, VA

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Disclosures

There are no public disclosures for Consolidated Planning Corp..

Frequently Asked Questions (8)

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