INVESTMENT PLANNING ADVISORS

327 Dahlonega Street, Suite 503
Pmb 538
Cumming, Georgia 30040
Tel: 770-205-4394

About INVESTMENT PLANNING ADVISORS

INVESTMENT PLANNING ADVISORS, formally registered with the SEC as INVESTMENT PLANNING ADVISORS. The firm was established in 10/30/2019. They have over 2 offices throughout the country.

INVESTMENT PLANNING ADVISORS is a Cumming, Georgia based Financial Planning firm with nearly $334,137,900 assets under management, offering retirement planning & investment advisory services to 2275 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299212
SEC#	801-117561
Assets Managed by Firm	$334,137,900
No. of Clients	2275
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2275	$334,137,900
Individuals (other than high net worth individuals)	1139	$236,143,400
High net worth individuals	67	$97,994,500

More Retirement Planning firms in Cumming, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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