# PROFESSIONAL PLANNING ADVISORS, LLC

PROFESSIONAL PLANNING ADVISORS, LLC of ROSWELL, GA is an SEC-registered investment adviser.

## Registration

- CRD: 126471
- Type: SEC-registered investment adviser
- SEC file number: 801-62413
- Location: 500 COLONIAL CENTER PARKWAY, SUITE 600, ROSWELL, GA, 30076
- Phone: 770-998-8721
- Latest filing: 2013-03-22
- Regulatory AUM: $146.2M
- Non-discretionary AUM: $146.2M
- Clients: 4
- Accounts: 561

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| COSTA CHARLES JOSEPH | OWNER/PRESIDENT | — |
| HESS KARI A | CHIEF COMPLIANCE OFFICER | — |
| WATSON RALPH CORLEY | ADVISOR/ MINORITY OWNER; CHIEF COMPLIANCE OFFICER/ ADVISOR | — |
| HESS KARI ANN | OFFICE MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126471/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126471/similar
- Related entities: https://search.stillhousedata.com/firm/126471/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126471

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.