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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 11-01-2000
- Office Locations
- 1
Office Locations
About Financial Decision Partners, LLC
Financial Decision Partners, LLC is a Georgia-based, CFP®-led financial planning and investment management firm serving retail clients such as retirees and entrepreneurs. The team provides retirement, tax, insurance, and estate planning alongside ongoing portfolio management, including help for families navigating disability or special-needs concerns. Portfolios are typically implemented primarily with ETFs, with custody support through Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DONALD HENRY MCCARTY JR
Owner, Principal
- CRD
- #2268919
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,870,712 | -- |
| Non-Discretionary | $1,657,719 | -- |
| Total | $15,528,431 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,528,431
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,823,408,707 | 40.7% |
| Cash | $2,656,710,966 | 59.3% |
| Total | $4,480,119,673 | 100.0% |