Firm
Paramount Investment Advisors
Buford, Georgia
Fee-only
Paramount Investment Advisors at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 74 individual clients, 9 of them high net worth.
- Its average account is about $508,000 (assets it manages divided by its 83 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Buford, Georgia |
|---|---|
| Website | paramountia.com |
| Phone | (678) 865-4227 |
Paramount Investment Advisors fees
Paramount Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $42 million |
| Individual clients | 65 |
| High-net-worth clients | 9 |
| Accounts managed | 83 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | April 2, 2025 |
| SEC record | CRD 146217 |