INVESTMENT PLANNING ADVISORS
Legal name: TRUFP
CRD #299212 SEC #801-117561 CUMMING, GA 770-205-4394
SEC Registered
Total AUM
$334.1M
Discretionary
$334.1M
Employees
5
Clients
10
Accounts
2,275
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELLAVANCE, KENNETH, JULIAN | I | OWNER, PRESIDENT AND CCO | E | Control |
| BELLAVANCE, KENNETH, JULIAN | I | OWNER, PRESIDENT AND CCO | E | Control |
| BELLAVANCE, KENNETH, JULIAN | I | OWNER, PRESIDENT AND CCO | E | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, PATRICK, STURMER | I | MANAGING MEMBER & CCO | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| PAXTON, WENDY, K | I | MANAGING MEMBER | D | Control |
| Castleberry, Andrew, Bruce | I | OWNER AND CFO | C | Control |
| Castleberry, Andrew, Bruce | I | OWNER AND CFO | C | Control |
| Castleberry, Andrew, Bruce | I | OWNER AND CFO | C | Control |
Registrations
Federal
IA
Jul 15, 2025 REGISTERED
Notice Filings (8)
AL FL GA LA NC SC TN TX
Address
327 DAHLONEGA STREET, SUITE 503PMB 538
CUMMING, GA 30040
United States
Phone: 770-205-4394