Investment Planning Advisors
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
327 Dahlonega St Ste 503, Cumming, Georg...Phone Number
(770) 205-4394Website
www.investplanadvise.comRevenue
<$5 MillionIndustry
About Investment Planning Advisors
truFP offers investment management and comprehensive financial planning services focused on families and small business owners, emphasizing clarity, confidence, and accountability. The firm operates as 100% Fee-Only, Fiduciary Planners, ensuring low and transparent fees without commissionable products or proprietary offerings. With over 50 years of combined experience, truFP specializes in various areas including retirement planning, estate planning, and tax planning. As a Dave Ramsey Endorsed Local Provider and SmartVestor Pro, truFP is committed to helping clients in North Georgia achieve their financial goals.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Investment Planning Advis...
<$5M
1-10
Private
-
2001
AC
Andrew CastleberryPartner, Chief Financial Officer, Financial Planner
Investment Planning Advisors Tech Stack
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truFP offers investment management and comprehensive financial planning services focused on families and small business owners, emphasizing clarity, confidence, and accountability. The firm operates as 100% Fee-Only, Fiduciary Planners, ensuring low and transparent fees without commissionable products or proprietary offerings. With over 50 years of... Read More
