Odessa WhitfieldCFP® · AEP®
Managing Advisor · Peachtree Legacy Planning · Atlanta, GA
★★★★★ 4.9(91+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
0.85%
Fee-only
Minimum
$500k
to start
Experience
19 yrs
advising clients
Response
within 4 hours
typical reply
About Odessa
Odessa's practice starts where most end: after the estate documents are signed. Her AEP® work focuses on making plans real - retitling the accounts, funding the trusts, and preparing the heirs, which the documents alone never do.
Client families stay for decades, and the second generation usually becomes clients too.
Specialties & services
- Accredited Estate Planner® on staff
- Trust funding follow-through (not just documents)
- Next-generation financial coaching included
Best for
Families building multi-generational wealth
Sound like you? Smart move: compare Odessa against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Odessa's availability alongside the alternatives — free.
Frequently asked about Odessa Whitfield
What are Odessa Whitfield's fees?
Odessa Whitfield of Peachtree Legacy Planning publishes a fee of 0.85% AUM (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Odessa Whitfield's account minimum?
Peachtree Legacy Planning lists a minimum of $500k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Odessa Whitfield a fiduciary?
Odessa Whitfield operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Odessa work with clients outside Atlanta?
Yes — Peachtree Legacy Planning works with clients virtually nationwide, alongside in-person meetings in Atlanta, GA.
How do I book a call with Odessa Whitfield?
Use the free AdvisoryReviews matcher to check Odessa's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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