INVESTMENT PLANNING ADVISORS
Doing business as TRUFP. SEC Form ADV profile.
Total regulatory AUM
$421,695,801
Discretionary
$421,695,801
Non-discretionary
$0
Firm details
- CRD number
- 299212
- SEC file number
- 801-117561
- Main office
- CUMMING, GA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.