Overview
Assets Under Management: $334 million
Headquarters: CUMMING, GA
High-Net-Worth Clients: 67
Average Client Assets: $1 million
Frequently Asked Questions
INVESTMENT PLANNING ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299212), INVESTMENT PLANNING ADVISORS is subject to fiduciary duty under federal law.
INVESTMENT PLANNING ADVISORS is headquartered in CUMMING, GA.
INVESTMENT PLANNING ADVISORS serves 67 high-net-worth clients according to their SEC filing dated July 15, 2025. View client details ↓
According to their SEC Form ADV, INVESTMENT PLANNING ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
INVESTMENT PLANNING ADVISORS manages $334 million in client assets according to their SEC filing dated July 15, 2025.
According to their SEC Form ADV, INVESTMENT PLANNING ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.33
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,275
Discretionary Accounts: 2,275
Regulatory Filings
CRD Number: 299212
Filing ID: 2003867
Last Filing Date: 2025-07-15 13:27:00
Website: https://investplanadvise.com