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Wendy K Paxton

INVESTMENT PLANNING ADVISORS·CUMMING, Georgia
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327 DAHLONEGA STREET, SUITE 503, CUMMING, GA 30040CRD# 5411229Firm CRD# 299212
01

About

Wendy K 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.

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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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5411229
Firm CRD# 299212
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wendy K Paxton offer?
Wendy K Paxton specializes in Financial Planning, Investment Management. Contact their office in CUMMING, Georgia for a consultation.
What are Wendy K Paxton's credentials?
Wendy K Paxton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy K Paxton located?
Wendy K 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 Wendy K Paxton charge for services?
Wendy K 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.Patrick Sturmer 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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