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TRUFP

CUMMING, GA · CRD 299212 · IAPD ↗ · 770-205-4394

$421.7MRegulatory AUM
4Advisory reps
8Employees
29Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — TRUFP reported RAUM up 26% ($334.1M -> $421.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
February 2026 — TRUFP reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
February 2026 — TRUFP now reports custody of client assets ($1.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
August 2025 — TRUFP notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
June 2025 — INVESTMENT PLANNING ADVISORS is now doing business as TRUFP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
March 2025 — INVESTMENT PLANNING ADVISORS shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
March 2025 — INVESTMENT PLANNING ADVISORS reported RAUM up 39% ($240.4M -> $334.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2024 — INVESTMENT PLANNING ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.