Cannon Financial Strategists

Financial Advisor in Clarke County, GA

Firm Info
Address: 649 S Milledge Ave # 8, Athens, GA 30605, USA
Phone: (770) 725-8234

Firm Size
Assets Under Management: $1.1 billion
# of Advisors: 21
# of Clients: 2,269
Client to Advisor Ratio: 108:1
Average Account Size: $495,981
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Cannon Financial Strategists, Inc. Overview

CANNON FINANCIAL STRATEGISTS, INC. is an Athens, GA based registered investment advisory firm that has been providing top-notch financial planning and portfolio management services since 2014. They specialize in catering to individuals and small businesses by providing personalized financial strategies that help clients achieve their financial goals. The firm has a fee-based operating policy, which means that they charge a fee for their services, ensuring that their clients receive unbiased financial advice. Further, CANNON FINANCIAL STRATEGISTS, INC. offers pension consulting services along with their comprehensive financial planning and portfolio management approaches. In addition to investment advice, the firm also offers tax compliance services, making them a one-stop-shop for everything related to financial planning. CANNON FINANCIAL STRATEGISTS, INC. excels in developing tailored investment solutions for clients, adding thoughtful considerations on tax liability and potential risks. Overall, their primary goal is to help their clients achieve a better financial future and secure their financial legacy.

Cannon Financial Strategists, Inc. serves a wide range of clients, including individuals, high net worth individuals, and pension or profit sharing plans. They also work with other types of corporations that are not listed here. At Cannon Financial Strategists, they understand that each client has unique needs and financial goals. To accommodate these diverse clients, they offer a range of fee structures depending on the services provided. For clients who need investment management services, they offer a percentage of assets under management (AUM) fee structure. Clients who require financial planning or other advisory services may be charged an hourly rate. Fixed fees are also available for specific projects or services. Cannon Financial Strategists is passionate about helping clients achieve their financial objectives, and they will work with each client to determine the most suitable fee structure for their needs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Cannon Financial Strategists, Inc., the firm requires a minimum investment of $500,000 for most of their investment strategies. The brochure further states that this minimum may be waived for certain clients, such as those with existing relationships or referrals from their existing clients. However, it should be noted that the brochure does not mention any investment minimums for specific strategies or products offered by the firm.

How This Office Can Help Clarke County, GA Residents

Cannon Financial Strategists is a premier financial planning and investment management company that is dedicated to helping clients in Clarke County, GA. The company prides itself on personalized service, attention to detail, and a deep understanding of the unique financial challenges that clients in the area face. Whether someone is looking to save for their children’s college education, buy a new home, or retire comfortably, the team at Cannon Financial Strategists is here to help. Residents of Clarke County, GA might face a variety of financial challenges throughout their lives. They may be looking to save for their children’s education while paying off student loans themselves, or they may be trying to save for retirement while also paying for their own healthcare costs. Additionally, property taxes in Clarke County can be high, and residents may need to make budget adjustments to account for this. The experts at Cannon Financial Strategists can help clients in Clarke County navigate these challenges and create a customized financial plan that meets their unique needs and goals.

To view the Minimum Investment and Fee Schedule for Cannon Financial Strategists, Inc., visit their Part 2 Brochure.

Services Offered by Cannon Financial Strategists, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cannon Financial Strategists, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 649 S Milledge Ave # 8, Athens, GA 30605, USA
Phone (770) 725-8234
Directions
Google My Business Reviews:
4 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Cannon Financial Strategists, Inc. is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • Kansas
  • Louisiana
  • North Carolina
  • South Carolina
  • Tennessee
  • Texas

Disciplinary History

Cannon Financial Strategists, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs