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
Website
datapointfinancialplanning.com (opens in new tab)
Phone
(470) 695-0444

Can advise clients in 3 states: Florida, Georgia, Louisiana

Other planners in Canton that publish fees

Compare all 6 planners in Canton

Is something on this page wrong or out of date?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.