Investment Planning Advisors

Investment Planning Advisors (CRD# 299212) is a financial advisory firm headquartered in Cumming, GA. They manage $240,366,142 in 2,029 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
327 Dahlonega Street, Suite 503, Pmb 538, Cumming, GA 30040
http://investplanadvise.com
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    2,029
    ACCOUNTS
  • Average Account Value
    $118,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC, SC, TN

Financial Advisors at Investment Planning Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Kenneth Bellavance, financial advisor Cumming GA
Kenneth J. Bellavance
CRD#: 6393105
327 Dahlonega Street, Suite 503, Pmb 538, Cumming, GA 30040

Kenneth Bellavance (CRD# 6393105) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has over 9 years of experience in the finance industry.

2
Andrew Castleberry, financial advisor Cumming GA
Andrew B. Castleberry
CRD#: 6691690
327 Dahlonega Street, Suite 503, Pmb 538, Cumming, GA 30040

Andrew Castleberry (CRD# 6691690) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has over 7 years of experience in the finance industry.

3
Charles Lewis, financial advisor Oakwood GA
Charles L. Lewis
CRD#: 4714985
4323 Mundy Mill Road, Oakwood, GA 30566

Charles Lewis (CRD# 4714985) is an Investment Advisor Representative working at Investment Planning Advisors in Oakwood, GA and has over 19 years of experience in the finance industry.

4
Patrick Paxton, financial advisor Cumming GA
Patrick S. Paxton
CRD#: 1128118
327 Dahlonega Street, Suite 503, Pmb 538, Cumming, GA 30040

Patrick Paxton (CRD# 1128118) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has over 39 years of experience in the finance industry.

5
Austin Rowland, financial advisor Cumming GA
Austin G. Rowland
CRD#: 7770557
327 Dahlonega Street, Suite 503, Pmb 538, Cumming, GA 30040

Austin Rowland (CRD# 7770557) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals