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Patrick Sturmer Paxton

INVESTMENT PLANNING ADVISORS·CUMMING, Georgia
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327 DAHLONEGA STREET, SUITE 503, CUMMING, GA 30040CRD# 1128118Firm CRD# 299212
01

About

Patrick Sturmer Paxton is a registered financial advisor based in CUMMING, Georgia, affiliated with INVESTMENT PLANNING ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INVESTMENT PLANNING ADVISORS
INVESTMENT PLANNING ADVISORS
AUM
$240M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at INVESTMENT PLANNING ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1128118
Firm CRD# 299212
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Sturmer Paxton offer?
Patrick Sturmer Paxton specializes in Financial Planning, Investment Management. Contact their office in CUMMING, Georgia for a consultation.
What are Patrick Sturmer Paxton's credentials?
Patrick Sturmer Paxton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Sturmer Paxton located?
Patrick Sturmer Paxton is based in CUMMING, Georgia, working with INVESTMENT PLANNING ADVISORS. Their office serves clients in the CUMMING metropolitan area and surrounding communities.
How does Patrick Sturmer Paxton charge for services?
Patrick Sturmer Paxton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT PLANNING ADVISORS?
INVESTMENT PLANNING ADVISORS has approximately 8 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CUMMING
John Francis Mahoney — 1ST WORLDWIDE ADVISORS, LLC.William Louis Reinhard — 1ST WORLDWIDE ADVISORS, LLC.Donald Jordan Donahue — 1ST WORLDWIDE ADVISORS, LLC.Wendy K Paxton — INVESTMENT PLANNING ADVISORSDavid Lytal Fountain — FINANCIAL CONSULTANTS GROUP INC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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