Consolidated Planning Corp

Consolidated Planning Corp (CRD# 111025) is a financial advisory firm headquartered in Atlanta, GA. They manage $383,193,798 in 720 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    383
    MILLION
  • Total Number of Accounts
    720
    ACCOUNTS
  • Average Account Value
    $532,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, MA, NC, OH, SC, SD, TN, TX, VA

Financial Advisors at Consolidated Planning Corp
Showing 1 - 8 of 8 top financial advisors.
1
Robert D. Bordett
CRD#: 1299486
400 Colony Square, Suite 525, Atlanta, GA 30361
96
Wealthminder
score

Robert Bordett (CRD# 1299486) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 32 years of experience in the finance industry. Robert Bordett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Adele V. Gipson
CRD#: 5175273
400 Colony Square, Suite 525, Atlanta, GA 30361
96
Wealthminder
score

Adele Gipson (CRD# 5175273) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 11 years of experience in the finance industry. Adele Gipson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael L. Hines
CRD#: 246442
400 Colony Square, Suite 525, Atlanta, GA 30361
96
Wealthminder
score

Michael Hines (CRD# 246442) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 36 years of experience in the finance industry. Michael Hines has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael J. McCool
CRD#: 4408105
400 Colony Square, Suite 525, Atlanta, GA 30361
96
Wealthminder
score

Michael McCool (CRD# 4408105) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 16 years of experience in the finance industry. Michael McCool has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Blake A. Flood
CRD#: 2485222
4oo Colony Square, Suite 525, Atlanta, GA 30361
93
Wealthminder
score

Blake Flood (CRD# 2485222) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 23 years of experience in the finance industry.

6
Elizabeth A. Shimek Silber
CRD#: 2434340
400 Colony Square, Sutie 525, Atlanta, GA 30361
93
Wealthminder
score

Elizabeth Shimek Silber (CRD# 2434340) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 20 years of experience in the finance industry.

7
Varun K. Marneni
CRD#: 5986060
400 Colony Square, Ste 525, Atlanta, GA 30361
88
Wealthminder
score

Varun Marneni (CRD# 5986060) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 3 years of experience in the finance industry.

8
Karen D. Rinehart
CRD#: 3061395
400 Colony Square, Ste 525, Atlanta, GA 30361
69
Wealthminder
score

Karen Rinehart (CRD# 3061395) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.