Datapoint Financial Planning, LLC fees and pricing
Financial planner in Canton, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 3, 2026, Datapoint Financial Planning, LLC charges $375 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“All hourly financial planning engagements are billed at the then current hourly rate, which is $375 per hour as of 8/3/2026.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Datapoint Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Limited scope “as-needed” planning is billed at the conclusion of the engagement for actual time.”
- “Fees may be paid by electronic funds transfer or credit card.”
- “No portion of the fee will be paid more than 6 months in advance.”
How Datapoint Financial Planning, LLC’s fees compare
- Its hourly rate of $375 is above the Georgia median of $250. 78% of the 169 other Georgia planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Canton that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Datapoint Financial Planning, LLC
- Principal: David Barfield
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316445
- Phone
- (470) 695-0444
Other planners in Canton that publish fees
- Atlas Investment Advisory LLCCanton$100-$300/hr, $100-$1,000
- Griffith & Werner, Inc.Canton$250/hr, $20,000
- Holcomb FinancialCanton$200/hr, $200-$500
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.