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TRUFP

INVESTMENT PLANNING ADVISORS

CRD 299212 · SEC 801-117561

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3550 ROWE LANE, CUMMING, GA, 30041, United States

Phone

770-205-4394

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$421.7M

Discretionary AUM

$421.7M

Team

8 total employees; 4 advisory reps; 29 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals700$187.9M
High net worth individuals120$233.8M

States served

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

All web addresses on file

Official SEC filing: View on IAPD