Consolidated Planning Corporation

Consolidated Planning Corporation, also known as CPC Advisors, is a registered investment adviser based in Atlanta, Georgia, established in 1976. The firm offers financial planning services covering various aspects such as cash flow management, retirement analysis, and tax minimization. Clients can opt for comprehensive or modular financial planning services tailored to their needs. The firm charges a negotiable fixed fee ranging from $500 to $20,000, depending on the complexity of services requested, with hourly rates available at $275. Clients may pay half the estimated fee upfront, with the balance due upon completion. The firm also offers an annual retainer service with quarterly fees based on the scope of services provided. CPC Advisors primarily recommends mutual funds and ETFs and may advise on other investments based on client goals. The firm does not accept performance-based fees, and clients must direct brokerage services through Raymond James Financial Services. CPC Advisors exercises limited custody over client funds, with fees deducted directly from client accounts. The firm does not vote proxies on behalf of clients and does not provide financial information due to federal registration. Client privacy is a top priority, with policies in place to safeguard personal information. In case of trade errors, the firm aims to restore client accounts to their correct positions. CPC Advisors does not initiate or participate in class action lawsuits on behalf of clients but can provide transaction information for clients to file claims independently.