Cecil P. Staton

ARCH FINANCIAL PLANNING

Athens, GA

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CRD#: 6794724

Professional summary

Cecil Pope Staton III, CFP®, who also goes by Cecil Pope Staton, is a registered financial advisor currently at ARCH FINANCIAL PLANNING, LLC located in Athens, Georgia.

Cecil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cecil has worked at 5 firms .

Core Areas of Focus

Cash Flow/Budgets/Credit Issues

Entrepreneurs

Investment Advice with Ongoing Management

Medical Professionals

Millennials

Tax Planning

Question & Answer

What are your service offerings?

Debt Management

Estate Planning

Insurance Planning

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Cecil Pope Staton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cecil Pope Staton III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

RIA

CRD#: 109540

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/23/2022)

IAR

Texas
(1/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ARCH FINANCIAL PLANNING, LLC

CRD#: 321159 / SEC#:

Georgia

Registered Investment Advisory firm - (5/23/2022 Approved)

Texas

Registered Investment Advisory firm - (1/22/2024 Conditional Restricted)

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Contact information

Main Address

Athens, GA

Mailing Address

367 Prince Avenue Suite T, Athens, GA 30601

Phone number

(478) 747-2041

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	72
AUM (Assets Under Management)	$ 6,994,117

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Cecil P. Staton

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cecil Pope Staton III's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCH FINANCIAL PLANNING, LLC

ORIGIN INVESTMENT ADVISORY LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

NOVA WEALTH MANAGEMENT GROUP, LLC

SMITH & HOWARD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

ARCH FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARCH FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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