{
  "crd_number": 342558,
  "slug": "755-financial-woodstock-ga-342558",
  "primary_business_name": "755 FINANCIAL",
  "legal_name": "755 WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Woodstock",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-06-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-21",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "IL"
  ],
  "websites": [
    "https://755financial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342558",
  "city_as_filed": "WOODSTOCK",
  "url": "https://advisorcensus.com/firm/755-financial-woodstock-ga-342558",
  "display_name": "755 Financial",
  "summary": "755 Financial is an SEC-registered investment advisory firm in Woodstock, GA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.",
  "citation": "AdvisorCensus. 755 Financial (CRD 342558): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is 755 Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 755 Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does 755 Financial charge?",
      "a": "Its Form ADV Part 2A brochure dated August 21, 2026 states: Flat fee: $2,000 to $20,000 (longer-term consulting projects). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is 755 Financial located?",
      "a": "755 Financial's principal office is in Woodstock, GA, according to its Form ADV."
    },
    {
      "q": "Is 755 Financial registered with the SEC or a state?",
      "a": "755 Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342558."
    },
    {
      "q": "How much does 755 Financial manage?",
      "a": "755 Financial reports $0 in regulatory assets under management in its Form ADV filing dated August 21, 2026."
    },
    {
      "q": "Does 755 Financial report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342558"
    },
    {
      "q": "Does 755 Financial state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 21, 2026 says: \"There is no minimum account size to open and maintain an advisory account.\""
    },
    {
      "q": "What changed in 755 Financial's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,000 to $20,000 (longer-term consulting projects)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size to open and maintain an advisory account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 to $20,000 (longer-term consulting projects)"
        ],
        "quotes": [
          "Fixed fees for longer-term consulting projects range from $2,000 to $20,000 per project."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2000.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "longer-term consulting projects"
        }
      ]
    },
    "quotes": [
      "There is no minimum account size to open and maintain an advisory account.",
      "Fixed fees for longer-term consulting projects range from $2,000 to $20,000 per project."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/755-financial-woodstock-ga-342558.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342558",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}