Investment Planning Advisors
● SEC registered since 2019CRD 299212SEC# 801-117561Cumming, GA
Reg. AUM
$421.7M
Employees
8
Accounts
2,645
Location
Cumming, GA
Investment Planning Advisors assets under management
Investment Planning Advisors is an SEC-registered investment adviser based in Cumming, GA. The firm has been registered since 2019. It reports $421.7 million in regulatory assets under management and employs 8 people.
Investment Planning Advisors owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Bruce Castleberry Control | Owner And Cfo | 25-50% | 2025 |
| Kenneth Julian Bellavance Control | Owner, President And Cco | Over 75% | 2025 |
Frequently asked questions
How much does Investment Planning Advisors manage?
Investment Planning Advisors reports $421.7 million in regulatory assets under management on its Form ADV.
How many employees does Investment Planning Advisors have?
Investment Planning Advisors reports 8 employees.
Where is Investment Planning Advisors located?
Investment Planning Advisors is based in Cumming, GA and has been SEC-registered since 2019.
Does Investment Planning Advisors disclose fund performance?
Investment Planning Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3550 Rowe Lane, Cumming, GA 30041 |
| Phone | 770-205-4394 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$421.7M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$421.7Mregulatory AUM
Discretionary $421.7M