INVESTMENT PLANNING ADVISORS

CUMMING, Georgia·2 registered advisors·CRD# 299212
SEC# 801-1175611770-205-4394
01

Firm Overview

AUM
$240M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INVESTMENT PLANNING ADVISORS

2 registered advisors
Patrick Sturmer Paxton
CUMMING, Georgia
Wendy K Paxton
CUMMING, Georgia
05

Office Locations

CUMMING, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. INVESTMENT PLANNING ADVISORS (CRD# 299212) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.