Vivian Honeycutt

CFP®
Personal Finance, Retirement, Investing
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“With almost two decades of experience in the financial industry, Vivian Honeycutt explores goals related to all facets of her clients' financial lives and incorporates their values in compiling a workable plan for the long term.”
Firm:

Honeycutt Financial

Job Title:

Owner

Biography:

Vivian Honeycutt CFP® started in the planning profession in 2000 as an advisor with Prudential. She started her Fee Only practice in 2005 because of the inherent conflicts of interest in providing financial planning advice while also selling products. She received her certificate in Financial Planning from The American College in 2004, and achieved her CFP® designation in 2005. Vivian also has held the series 7 and series 65 securities license, as well as Life and Health, Annuities, and Property and Casualty insurance licenses.

Vivian has been a member of NAPFA since 2005, and FPA 2005 thru 2009. She has served as President of the Southeastern Chapter of the National Association of Women Business Owners, 2006-2007, and is still an active member of this organization. She has also participated in volunteer activities that promote financial planning through the Kiplinger Jump Start Your Retirement day’s events, and does seminars for nonprofit organizations from time to time.

In her spare time she enjoys spending time with her husband, children, and grandchildren as well as close friends.

CRD Number:

4179766

All Answers
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    Asset Allocation, Choosing an Advisor, Mutual Funds, Taxes, Income Tax
I'm paying over two percent of the current value of my portfolio in annual fees; is this rate high for a fee-based advisor?
60% of people found this answer helpful

I think this rate is pretty high, but it depends on what you are receiving for your money.  Are you being charged assets under management only, or is there financial planning involved? Also, you may want to check on whether you are also paying commissions on the funds in your portfolio. 

last month
    Retirement
Can you receive a family members' 403(b) contributions without a beneficiary?
0% of people found this answer helpful
December 2017