# INVESTMENT PLANNING ADVISORS

INVESTMENT PLANNING ADVISORS of CUMMING, GA is an SEC-registered investment adviser.

## Registration

- CRD: 299212
- Type: SEC-registered investment adviser
- SEC file number: 801-117561
- Location: 3550 ROWE LANE, CUMMING, GA, 30041
- Phone: 770-205-4394
- Latest filing: 2026-03-03
- Regulatory AUM: $421.7M
- Discretionary AUM: $421.7M
- Clients: 8
- Accounts: 2,645

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Julian Bellavance | OWNER, PRESIDENT AND CCO | — |
| Andrew Bruce Castleberry | OWNER AND CFO | — |
| Patrick Sturmer Paxton | MANAGING MEMBER & CCO | — |
| Wendy K Paxton | MANAGING MEMBER | — |
| PAXTON PATRICK STURMER | MANAGING MEMBER & CCO | — |
| PAXTON WENDY K | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299212/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299212/similar
- Related entities: https://search.stillhousedata.com/firm/299212/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299212

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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.