Patrick Paxton
truFP · Cumming, Georgia
Patrick Paxton is a fee-only financial advisor at truFP in Cumming, Georgia. Patrick charges a percentage of assets and an ongoing planning fee (ongoing planning from $2,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | truFP |
|---|---|
| Based in | Cumming, Georgia |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,000 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $421.7M across 2,645 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1128118 |
| Exams passed | Series 63 (1984) · Series 65 (1997) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.trufp.com |
| Profile |
How Patrick's firm compares
- Ongoing planning starts at $2,000 a year, below the Georgia median of $5,000 for fee-only firms that publish prices.
- truFP's average account is about $159,000, from its Form ADV (assets managed divided by 2,645 accounts).
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Questions about Patrick
Is Patrick Paxton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and truFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick charges a percentage of assets and an ongoing planning fee.
How much does Patrick charge?
According to truFP's website, checked October 30, 2026: ongoing planning from $2,000 a year; 1% a year on the first tier of assets managed.
Where is Patrick Paxton based?
Patrick Paxton is based in Cumming, Georgia.
What does Patrick specialize in?
Patrick's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Patrick works with retirees and pre-retirees.
Is Patrick Paxton registered with the SEC?
Yes. Patrick Paxton is registered as an investment adviser representative in GA (CRD 1128118), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does truFP manage?
truFP reports $421.7M across 2,645 accounts in assets under management.
How do I contact Patrick Paxton?
Through Patrick's website, www.trufp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- truFP website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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