Paul Kohn
Investment Advisor Group · Newark, Delaware
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.
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Facts
| Firm | Investment Advisor Group |
|---|---|
| Based in | Newark, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $81.0M across 244 accounts |
| SEC registration | Investment adviser representative in DE, NJ, NY · CRD 5761826 |
| Exams passed | Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.investmentadvisorgroup.com |
How Paul's firm compares
- Investment Advisor Group's average account is about $332,000, from its Form ADV (assets managed divided by 244 accounts).
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Questions about Paul
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.
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
- 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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