CEI Financial Planning

Overview

CEI Financial Planning is an independently owned RIA organized as a corporation and registered at the state level in Georgia. The firm focuses on individual and family clients and lists financial planning services as its primary advisory activity. Its fee arrangements include asset-based fees, hourly charges, and fixed fees, indicating a mix of ongoing relationships and project-based engagements rather than a single billing model. The adviser is structured to serve a small client base and does not position itself as a capital allocator or a multi-state advisory platform. The firm does not identify as an active ESG investor and does not list pension consulting or related-adviser activities among its services.

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Location & Offices