# Paul Kohn

> Paul Kohn is a fee-only financial advisor at Investment Advisor Group in Newark, Delaware. Investment Advisor Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-kohn/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Investment Advisor Group
- **Based in:** Newark, Delaware
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $81.0M across 244 accounts
- **CRD:** 5761826 (https://adviserinfo.sec.gov/individual/summary/5761826)
- **SEC registration:** Investment adviser representative in DE, NJ, NY
- **Exams passed:** Series 65 (2010)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.investmentadvisorgroup.com/

## Frequently asked questions

### Is Paul Kohn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Investment Advisor Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, Investment Advisor Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Kohn based?

Paul Kohn is based in Newark, Delaware.

### Is Paul Kohn registered with the SEC?

Yes. Paul Kohn is registered as an investment adviser representative in DE, NJ and NY (CRD 5761826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Investment Advisor Group manage?

Investment Advisor Group reports $81.0M across 244 accounts in assets under management.

### How do I contact Paul Kohn?

Through Paul's website, www.investmentadvisorgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5761826): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.