CRD: 128246
Livingston Financial Planning, Inc.
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- FrontierSignal frontier +more
- Established Date
- 04-22-2003
- Office Locations
- 2
Office Locations
About Livingston Financial Planning, Inc.
Livingston Financial Planning is a fee-only RIA providing financial planning and investment management from Santa Rosa Beach, FL (Blue Mountain Beach) with an Atlanta presence. It serves clients across life stages—young professionals, families, retirees, and small business owners—with no account minimums and hourly or flat-fee pricing. The firm builds individualized, goal-based portfolio strategies and ongoing monitoring, and does not sell products or accept outside compensation. Custody via Altruist.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
James M Livingston
Chief Compliance Officer, President
- CRD
- #4770628
- Ownership
- 75% or more
GEORGE MAYO LIVINGSTON III
Investment Advisor, Owner
- CRD
- #4763249
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,687,305 | -- |
| Total | $11,687,305 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,687,305
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,607,221,489 | 33.3% |
| Cash | $869,073,830 | 11.1% |
| Equity - Exchange | $1,315,354,985 | 16.8% |
| U.S. Government/Agency | $2,082,645,394 | 26.6% |
| Municipal Bonds | $955,198,263 | 12.2% |
| Total | $7,829,493,961 | 100.0% |