Consolidated Planning Corp

Consolidated Planning Corp (CRD# 111025) is a financial advisory firm headquartered in Atlanta, GA. They manage $609,579,216 in 832 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    610
    MILLION
  • Total Number of Accounts
    832
    ACCOUNTS
  • Average Account Value
    $732,667
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.

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

Financial Advisors at Consolidated Planning Corp
Showing 1 - 10 of 10 top financial advisors.
1
Robert D. Bordett
CRD#: 1299486
1201 Peachtree St. Ne, Suite 525, Atlanta, GA 30361

Robert Bordett (CRD# 1299486) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 35 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
Matthew T. Brinkley
CRD#: 4297932
320 E. Clayton Street, Suite 507, Athens, GA 30601

Matthew Brinkley (CRD# 4297932) is an Investment Advisor Representative working at Consolidated Planning Corp in Athens, GA and has over 13 years of experience in the finance industry.

3
Blake A. Flood
CRD#: 2485222
1201 Peachtree St. Ne, Suite 525, Atlanta, GA 30361

Blake Flood (CRD# 2485222) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 26 years of experience in the finance industry. Blake Flood 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
Adele V. Gipson
CRD#: 5175273
400 Colony Square, Suite 525, Atlanta, GA 30361

Adele Gipson (CRD# 5175273) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 14 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.

5
Michael L. Hines
CRD#: 246442
400 Colony Square, Suite 525, Atlanta, GA 30361

Michael Hines (CRD# 246442) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 39 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.

6
David G. Hunter
CRD#: 5308154
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

David Hunter (CRD# 5308154) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 13 years of experience in the finance industry.

7
Varun K. Marneni
CRD#: 5986060
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Varun Marneni (CRD# 5986060) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 6 years of experience in the finance industry.

8
Michael J. McCool
CRD#: 4408105
400 Colony Square, Suite 525, Atlanta, GA 30361

Michael McCool (CRD# 4408105) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 19 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.

9
Elizabeth A. Shimek Silber
CRD#: 2434340
1201 Peachtree St. Ne, Sutie 525, Atlanta, GA 30361

Elizabeth Shimek Silber (CRD# 2434340) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 23 years of experience in the finance industry.

10
Trevor K. Thompson
CRD#: 4978856
1475 Peachtree St. Ne, Suite 750, Atlanta, GA 30309

Trevor Thompson (CRD# 4978856) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 15 years of experience in the finance industry. Trevor Thompson 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.