Investment Planning Advisors

Financial Advisor in Forsyth County, GA

Firm Info
Address: 327 Dahlonega St Suite 503, Cumming, GA 30040, USA
Phone: (770) 205-4394

Firm Size
Assets Under Management: $189.1 million
# of Advisors: 6
# of Clients: 1,465
Client to Advisor Ratio: 244:1
Average Account Size: $129,109
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Investment Planning Advisors Overview

Investment Planning Advisors is a financial advisory firm based in Cumming, GA, that specializes in providing investment advice. The firm has been in business since 2019 and offers fee-only arrangements. This means that the firm does not earn commissions or any other form of compensation from the financial products it recommends to clients. Investment Planning Advisors is a registered investment advisory firm that provides investment advice only. It does not sell financial products or offer any other services beyond financial and investment planning. This focus on a single area of expertise allows the firm to offer highly specialized services to its clients. The services offered by Investment Planning Advisors include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm has a team of experienced financial advisors who work closely with clients to understand their investment goals and create customized investment plans that align with those goals. Whether clients are looking to plan for retirement, save for their children's education, or grow their wealth over time, Investment Planning Advisors can help them achieve their financial goals.

INVESTMENT PLANNING ADVISORS caters to a diverse clientele base consisting of individuals and high net worth individuals. Their areas of expertise span across investment planning, wealth management, retirement planning, and risk mitigation. Each client is treated with the utmost professionalism, respect, and confidentiality, and is provided with customized solutions based on their unique financial goals and aspirations. INVESTMENT PLANNING ADVISORS offers flexible fee structures depending on the service provided. Clients can opt for a percentage of AUM (Assets Under Management) fee, which is calculated based on the total amount of assets managed by the firm. Alternatively, they can choose an hourly fee model, where they are charged a fixed rate for the number of hours spent on their portfolio management. Finally, fixed fees can be applied for specific services, such as retirement planning or estate planning. Such a flexible pricing structure ensures transparency and fairness in all dealings, and aids in building long-term relationships based on mutual trust and understanding.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Investment Planning Advisors is generally $25,000 to open and maintain an advisory account, according to their Part 2 Brochure. However, the firm may choose to waive this minimum at their discretion.

How This Office Can Help Forsyth County, GA Residents

Investment Planning Advisors is a financial advisory firm that serves clients in Forsyth County, GA, by providing comprehensive investment management and financial planning services. Their team of registered investment advisors offers portfolio management, retirement planning, tax planning, estate planning, and risk management. Forsyth County, GA, is a rapidly growing area with a diverse population of individuals and families who may be facing unique financial challenges. For example, some residents may be part of a growing trend of retirees relocating to the county, while others may be new homeowners looking to establish their financial footing. Investment Planning Advisors recognizes that each client's financial situation is unique, and they strive to offer personalized solutions that align with their clients' goals and financial objectives. Their team of advisors works closely with each client to understand their unique financial situation and create a tailored financial plan that seeks to maximize their wealth and minimize unnecessary risks.

To view the Minimum Investment and Fee Schedule for Investment Planning Advisors, visit their Part 2 Brochure.

Services Offered by Investment Planning Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Investment Planning Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 327 Dahlonega St Suite 503, Cumming, GA 30040, USA
Phone (770) 205-4394
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Investment Planning Advisors is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • Louisiana
  • North Carolina
  • South Carolina
  • Tennessee

Disciplinary History

Investment Planning Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs