Paramount Investment Advisors fees and pricing

Financial planner in Buford, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 2, 2025, Paramount Investment Advisors charges $150⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$350/hr; “Paramount Investment Advisors, Inc. hourly rate is from $150 to $350 depending on the size and scope of issues the client requests.”

Payment and refund terms, quoted from the fee section of the brochure.

“The balance is then due upon completion and presentation of the plan.”
“Portfolio management fees are generally payable monthly, in advance.”
“If management begins after the start of a month, fees will be prorated accordingly.”

Its hourly rate of $150-$350 spans the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.

“Paramount Investment Advisors, Inc. provides financial planning, portfolio management and consulting services to its clients.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®, EA, ChFC®, and CFA.
Founded: 2008 (18 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 74
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $42,152,173
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 146217
Website: paramountia.com (opens in new tab)
Phone: (678) 865-4227

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