# FAVORED FINANCIAL PLANNING

FAVORED FINANCIAL PLANNING is a RIA based in Greensboro, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greensboro, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** favoredfp.com

## Regulatory record

- **CRD number:** 160940
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160940

## About

Favored Financial Planning is an independent, minority women-owned, registered investment advisory firm focused on the financial concerns unique to women who manage household finances. It is a fee-only firm that does not sell financial products and is compensated only for objective professional advice. Guidance is available in person in Greensboro and High Point, NC, or virtually nationwide, integrating investments, tax planning, and long-term financial decisions.

## Sectors

- Financial Services
- Wealth Management
- Financial Planning

## People

- Cordi Powell — MD, CFP®, EA
- Cordi Powell — founder

## Questions

### Is FAVORED FINANCIAL PLANNING a fiduciary?

As a registered investment advisor in the United States, FAVORED FINANCIAL PLANNING is held to a fiduciary standard, meaning it must act in the best interest of its clients. This is a standard legal requirement for RIAs under the Investment Advisers Act of 1940.

### Does FAVORED FINANCIAL PLANNING manage assets or just provide planning?

The firm's name emphasizes planning, but as an RIA it is authorized to manage assets. Whether it executes discretionary asset management or provides only advice is not disclosed. Many RIAs in this space do both.

### Where does FAVORED FINANCIAL PLANNING operate?

The firm's headquarters location is not publicly confirmed. There are no listed additional offices in available records.

### What is FAVORED FINANCIAL PLANNING's fee structure?

Fee structures are not publicly disclosed. Typical RIAs in the planning space charge either a flat planning fee, a percentage of assets under management, or an hourly rate. The firm's specific model is unknown.

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- [Onex Partners Manager LP](https://altss.com/profile/onex-partners-manager-lp)
- [VCFA Group](https://altss.com/profile/vcfa-group)

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Last updated: 2026-08-11T15:06:42.396Z

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